We are live on ! Find out more
AOM icon

iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$91.2M +$256K +6,329 +0.3%
TA
2
Tiedemann Advisors
New York
$61.1M +$1.5M +37,197 +2%
LPL Financial
3
LPL Financial
California
$33.5M -$2.55M -63,077 -7%
Morgan Stanley
4
Morgan Stanley
New York
$21.8M +$9.48M +234,680 +72%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.8M +$930K +23,013 +5%
Osaic Holdings
6
Osaic Holdings
Arizona
$14.2M -$857K -21,207 -5%
Wells Fargo
7
Wells Fargo
California
$12M +$1.06M +26,173 +9%
AAS
8
Ameritas Advisory Services
Nebraska
$9.27M +$400K +9,890 +4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$8.44M -$178K -4,393 -2%
Bank of America
10
Bank of America
North Carolina
$7.58M +$83.3K +2,062 +1%
AWM
11
AE Wealth Management
Kansas
$7.43M -$41.8M -1,033,098 -84%
WCG
12
Weaver Consulting Group
California
$6.99M +$52K +1,287 +0.7%
BCM
13
Brookstone Capital Management
Illinois
$5.58M -$1.42M -35,063 -20%
TCMP
14
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.34M -$1.02M -25,142 -15%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.84M -$352K -8,720 -7%
WFS
16
Weitzel Financial Services
Iowa
$4.45M +$1.28M +31,695 +38%
LAM
17
LFS Asset Management
California
$4.44M +$4.6M +113,855 New
IAG
18
Investment Advisory Group
Massachusetts
$4.2M -$34K -842 -0.8%
RJA
19
Raymond James & Associates
Florida
$3.85M +$1.92M +47,598 +93%
Ameriprise
20
Ameriprise
Minnesota
$3.81M -$135K -3,335 -3%
UBS Group
21
UBS Group
Switzerland
$3.47M +$1.94M +47,909 +116%
FFN
22
Focus Financial Network
Minnesota
$3.37M -$172K -4,261 -5%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$3.34M +$3.26M +80,617 +1,611%
BFA
24
Beacon Financial Advisory
Ohio
$3.19M -$53.4K -1,321 -2%
AT
25
Arden Trust
Delaware
$3.06M +$3.17M +78,523 New