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iShares Core Moderate Allocation ETF
AOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
226
SSA Swiss Advisors
$200K – – –
FFA
227
Farther Finance Advisors
California
$198K -$59.5K -1,211 -23%
PA
228
Parallel Advisors
California
$195K +$72.6K +1,477 +61%
PWM
229
Proathlete Wealth Management
Florida
$187K +$1.18K +24 +0.6%
AF
230
Allworth Financial
California
$179K -$17.4K -355 -9%
SF
231
Schuylkill Financial
Pennsylvania
$174K +$172K +3,491 New
BTI
232
Blue Trust Inc
Georgia
$169K – – –
JWA
233
JFS Wealth Advisors
Pennsylvania
$157K -$40.2K -818 -21%
MFS
234
Montgomery Financial Services
Maryland
$141K +$139K +2,833 New
AF
235
Advisornet Financial
Minnesota
$133K +$20.9K +425 +19%
GRP
236
Global Retirement Partners
California
$133K +$131K +2,659 New
NS
237
NBC Securities
Alabama
$129K +$9.83K +200 +8%
EWM
238
Evolution Wealth Management
Florida
$123K -$2.56K -52 -2%
KFG
239
Kingdom Financial Group
Arizona
$107K +$105K +2,145 New
DWM
240
Darwin Wealth Management
Florida
$101K -$3.88K -79 -4%
SWA
241
SOA Wealth Advisors
New York
$99K -$36.1K -734 -27%
LAS
242
Lloyd Advisory Services
Georgia
$96.6K +$95.2K +1,937 New
FFA
243
Founders Financial Alliance
North Carolina
$94.9K – – –
SL
244
Salomon & Ludwin
Virginia
$86.5K – – –
TWC
245
TD Waterhouse Canada
Ontario, Canada
$84.6K +$83.6K +1,701 New
CIAS
246
Capital Investment Advisory Services
North Carolina
$82.4K -$3.73K -76 -4%
BBHC
247
Brown Brothers Harriman & Co
New York
$82.1K – – –
HIA
248
HFM Investment Advisors
New Jersey
$81.6K +$295 +6 +0.4%
PCFFS
249
Pacific Center for Financial Services
California
$80K +$491 +10 +0.6%
HIA
250
Harbor Investment Advisory
Maryland
$75.4K +$1.08K +22 +1%
8 9
10
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