We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$191M +$183M +5,012,909 +1,499%
TA
2
Tiedemann Advisors
New York
$75.2M +$6.08M +166,732 +9%
Bank of America
3
Bank of America
North Carolina
$38.9M +$33.6M +919,976 +539%
BlackRock
4
BlackRock
New York
$34.7M +$934K +25,608 +3%
BC
5
Brinker Capital
Pennsylvania
$17.6M +$17.5M +479,890 +3,769%
RJA
6
Raymond James & Associates
Florida
$14.1M +$13.8M +378,890 +2,171%
LPL Financial
7
LPL Financial
California
$13.8M +$855K +23,443 +6%
Morgan Stanley
8
Morgan Stanley
New York
$10.4M +$2.87M +78,601 +37%
SW
9
SlateStone Wealth
Florida
$10.1M +$10.3M +283,039 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$8.98M +$4.49M +123,005 +96%
BTS
11
BB&T Securities
Virginia
$8.51M +$8.69M +238,372 New
UBS Group
12
UBS Group
Switzerland
$7.52M +$6.75M +185,153 +726%
Ameriprise
13
Ameriprise
Minnesota
$6.95M +$3.33M +91,238 +88%
PSG
14
Planning Solutions Group
Maryland
$6.63M +$6.78M +185,831 New
PAMG
15
Patton Albertson Miller Group
Tennessee
$6.57M +$5.31M +145,606 +453%
DWM
16
Darwin Wealth Management
Florida
$5.69M -$1.05M -28,747 -15%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$5.49M +$3.51M +96,157 +167%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5.35M +$1.3M +35,576 +31%
AG
19
Advisor Group
Arizona
$5.29M +$2.69M +73,779 +99%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$3.73M +$48K +1,316 +1%
BCM
21
Brookstone Capital Management
Illinois
$3.57M -$886K -24,289 -20%
OAM
22
Oppenheimer Asset Management
New York
$3.44M +$3.51M +96,321 New
AEPG
23
American Economic Planning Group
New Jersey
$3.32M -$815K -22,350 -19%
RWM
24
Reston Wealth Management
Virginia
$3.18M +$3.25M +89,018 New
CSPIA
25
Cary Street Partners Investment Advisory
Virginia
$2.99M +$3.06M +83,934 New