VSR Financial Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

VSR Financial Services’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
2016 Q2	$6.57M	Buy	186,148 +20,933	+13%	+$731K	1.08%	8
2016 Q1	$5.75M	Buy	165,215 +6,266	+4%	+$211K	0.6%	35
2015 Q4	$5.41M	Buy	158,949 +6,315	+4%	+$218K	0.58%	41
2015 Q3	$5.17M	Buy	152,634 +20,057	+15%	+$692K	0.59%	40
2015 Q2	$4.67M	Buy	132,577 +24,394	+23%	+$872K	0.5%	44
2015 Q1	$3.86M	Buy	108,183 +47,105	+77%	+$1.67M	0.41%	57
2014 Q4	$2.15M	Buy	61,078 +35,556	+139%	+$1.25M	0.24%	105
2014 Q3	$891K	Buy	25,522 +6,984	+38%	+$247K	0.11%	214
2014 Q2	$662K	Buy	18,538 +5,359	+41%	+$188K	0.08%	277
2014 Q1	$459K	Buy	13,179 +6,052	+85%	+$208K	0.06%	344
2013 Q4	$245K	Buy	+7,127	New	+$242K	0.04%	468

Other funds holding AOM

Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services

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

Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return