We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
1
Tiedemann Advisors
New York
$71.9M +$2.41M +63,334 +3%
BlackRock
2
BlackRock
New York
$33.2M +$1.38M +36,313 +4%
LPL Financial
3
LPL Financial
California
$12.8M +$391K +10,272 +3%
Morgan Stanley
4
Morgan Stanley
New York
$12.5M -$5.64M -148,000 -31%
Wells Fargo
5
Wells Fargo
California
$10.8M -$12.4M -325,575 -53%
Bank of America
6
Bank of America
North Carolina
$9.31M -$3.94M -103,406 -30%
Ameriprise
7
Ameriprise
Minnesota
$5.53M +$343K +8,993 +7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.33M +$18.7K +492 +0.4%
DWM
9
Darwin Wealth Management
Florida
$4.75M +$482K +12,644 +11%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$4.72M +$1.36M +35,600 +40%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.94M +$1.94K +51 +0%
HB
12
Homrich & Berg
Georgia
$3.45M -$286K -7,510 -8%
BCM
13
Brookstone Capital Management
Illinois
$3.34M -$2.39M -62,769 -41%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.34M +$67.9K +1,781 +2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.16M -$1.36M -35,643 -30%
MFS
16
Madrona Financial Services
Washington
$3.08M -$60.2K -1,581 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.02M -$184K -4,821 -6%
AEPG
18
American Economic Planning Group
New Jersey
$2.91M +$339K +8,899 +13%
MAS
19
Madden Advisory Services
Florida
$2.78M
GWM
20
Geneos Wealth Management
Colorado
$2.65M +$181K +4,742 +7%
PAG
21
Private Advisor Group
New Jersey
$2.6M +$1.41M +37,127 +118%
NG
22
Northstar Group
New York
$2.43M +$311K +8,150 +15%
AG
23
Advisor Group
Arizona
$2.35M -$181K -4,762 -7%
AAS
24
Annex Advisory Services
Wisconsin
$2M +$177K +4,635 +10%
CA
25
Cetera Advisors
Colorado
$1.97M -$307K -8,054 -13%