Corbenic Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Corbenic Partners’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$20K	Hold	522	–	–	0.03%	103
2017 Q3	$20K	Hold	522	–	–	0.03%	102
2017 Q2	$19K	Hold	522	–	–	0.03%	94
2017 Q1	$19K	Sell	522 -393	-43%	-$14.1K	0.02%	104
2016 Q4	$32K	Hold	915	–	–	0.03%	89
2016 Q3	$33K	Hold	915	–	–	0.04%	85
2016 Q2	$32K	Hold	915	–	–	0.03%	84
2016 Q1	$32K	Hold	915	–	–	0.03%	79
2015 Q4	$31K	Hold	915	–	–	0.03%	82
2015 Q3	$31K	Hold	915	–	–	0.03%	73
2015 Q2	$32K	Hold	915	–	–	0.03%	62
2015 Q1	$33K	Buy	915 +393	+75%	+$13.9K	0.03%	68
2014 Q4	$18K	Hold	522	–	–	0.01%	95
2014 Q3	$18K	Buy	+522	New	+$18.5K	0.01%	60

Other funds holding AOM

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return