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
$73.3M +$1.88M +50,067 +3%
BlackRock
2
BlackRock
New York
$34.6M +$1.57M +41,632 +5%
LPL Financial
3
LPL Financial
California
$12.9M +$168K +4,458 +1%
Wells Fargo
4
Wells Fargo
California
$12.8M +$2.06M +54,837 +19%
Morgan Stanley
5
Morgan Stanley
New York
$9.2M -$3.2M -84,999 -26%
Bank of America
6
Bank of America
North Carolina
$8.2M -$1.05M -28,011 -11%
DWM
7
Darwin Wealth Management
Florida
$6M +$1.27M +33,686 +27%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.99M -$304K -8,067 -6%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$4.72M
BCM
10
Brookstone Capital Management
Illinois
$4.6M +$1.28M +34,021 +38%
Ameriprise
11
Ameriprise
Minnesota
$4.41M -$1.1M -29,143 -20%
AEPG
12
American Economic Planning Group
New Jersey
$4.39M +$1.5M +39,927 +52%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.1M +$183K +4,869 +5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.23M +$234K +6,230 +8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.18M -$136K -3,628 -4%
MFS
16
Madrona Financial Services
Washington
$2.87M -$192K -5,095 -6%
GWM
17
Geneos Wealth Management
Colorado
$2.87M +$240K +6,392 +9%
MAS
18
Madden Advisory Services
Florida
$2.77M
Jane Street
19
Jane Street
New York
$2.6M +$1.97M +52,313 +309%
NG
20
Northstar Group
New York
$2.36M -$56.4K -1,500 -2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.35M -$792K -21,047 -25%
AG
22
Advisor Group
Arizona
$2.34M +$4.97K +132 +0.2%
AAS
23
Annex Advisory Services
Wisconsin
$2.06M +$71.8K +1,908 +4%
PAG
24
Private Advisor Group
New Jersey
$2.06M -$517K -13,752 -20%
GFPC
25
Global Financial Private Capital
Florida
$1.96M +$18.2K +483 +2%