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
$137M -$1.78M -38,366 -1%
LPL Financial
2
LPL Financial
California
$51.7M +$4.46M +96,059 +10%
FIA
3
Foundations Investment Advisors
Arizona
$24.2M +$223K +4,793 +1%
Morgan Stanley
4
Morgan Stanley
New York
$17.4M -$2M -42,929 -11%
WFS
5
Weitzel Financial Services
Iowa
$13.6M +$521K +11,208 +4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$13.6M +$406K +8,730 +3%
Ameriprise
7
Ameriprise
Minnesota
$13.4M +$6.74K +145 +0.1%
HIP
8
HUB Investment Partners
Texas
$13.3M -$56.1K -1,207 -0.4%
Wells Fargo
9
Wells Fargo
California
$12.3M +$334K +7,193 +3%
Bank of America
10
Bank of America
North Carolina
$11.1M +$1.54M +33,116 +17%
Osaic Holdings
11
Osaic Holdings
Arizona
$9.92M -$995K -21,405 -9%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$9.35M +$1.42M +30,554 +18%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$8.12M +$1.78M +38,330 +29%
WCG
14
Weaver Consulting Group
California
$7.67M +$10.4K +224 +0.1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$6.91M +$159K +3,432 +2%
IAG
16
Investment Advisory Group
Massachusetts
$6.69M -$10.5K -227 -0.2%
LPAM
17
Lodestar Private Asset Management
California
$6.43M +$605K +13,022 +11%
HA
18
Hanover Advisors
South Carolina
$5.98M +$5.57M +119,853 +2,035%
AT
19
American Trust
Kentucky
$4.7M +$28.5K +613 +0.6%
FFN
20
Focus Financial Network
Minnesota
$4.6M -$29.1K -626 -0.6%
CWA
21
Consilium Wealth Advisory
Texas
$4.46M +$32.4K +697 +0.7%
FAIM
22
Financial Advocates Investment Management
Washington
$4.44M +$181K +3,893 +4%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$4.37M +$13.6K +293 +0.3%
SI
24
Seeds Investor
New York
$4.36M +$998K +21,470 +31%
Truist Financial
25
Truist Financial
North Carolina
$4.28M -$15.4K -331 -0.4%