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
$139M +$1.57M +32,787 +1%
LPL Financial
2
LPL Financial
California
$60.7M +$8.89M +186,024 +17%
Morgan Stanley
3
Morgan Stanley
New York
$40.9M +$23.5M +491,088 +134%
Wells Fargo
4
Wells Fargo
California
$26M +$13.7M +286,607 +111%
FIA
5
Foundations Investment Advisors
Arizona
$25.4M +$1.14M +23,938 +5%
Raymond James Financial
6
Raymond James Financial
Florida
$21M +$17.2M +360,385 +449%
Ameriprise
7
Ameriprise
Minnesota
$17.6M +$4.14M +86,610 +31%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$15.4M +$1.74M +36,298 +13%
WFS
9
Weitzel Financial Services
Iowa
$14.4M +$597K +12,488 +4%
Bank of America
10
Bank of America
North Carolina
$14M +$2.86M +59,904 +26%
HIP
11
HUB Investment Partners
Texas
$13.4M +$121K +2,532 +0.9%
AA
12
AJ Advisors
Tennessee
$12.8M +$12.9M +269,096 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$10.4M +$1.05M +21,910 +11%
WCG
14
Weaver Consulting Group
California
$8.31M +$617K +12,912 +8%
IAG
15
Investment Advisory Group
Massachusetts
$6.93M +$218K +4,569 +3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$6.92M -$4.06K -85 -0.1%
Osaic Holdings
17
Osaic Holdings
Arizona
$6.83M -$3.21M -67,168 -32%
LPAM
18
Lodestar Private Asset Management
California
$6.79M +$337K +7,051 +5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$5.66M -$2.49M -52,047 -31%
RFM
20
Royal Fund Management
Florida
$5.44M +$3.38M +70,695 +163%
FFN
21
Focus Financial Network
Minnesota
$4.73M +$115K +2,415 +3%
WWM
22
Western Wealth Management
Colorado
$4.46M +$4.47M +93,451 New
CWA
23
Consilium Wealth Advisory
Texas
$4.4M -$69.6K -1,456 -2%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$4.37M -$56.1K -1,174 -1%
Truist Financial
25
Truist Financial
North Carolina
$4.33M +$34.9K +729 +0.8%