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iShares Core Moderate Allocation ETF
AOM

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
226
Optimum Investment Advisors
Illinois
$23K – – –
CWS
227
Confluence Wealth Services
Pennsylvania
$22K +$22.7K +500 New
NSIM
228
North Star Investment Management
Illinois
$21K +$12.6K +277 +152%
MAM
229
McCarthy Asset Management
California
$20K +$181 +4 +0.9%
SA
230
SRH Advisors
Kansas
$15K – – –
SCA
231
Stonebridge Capital Advisors
Minnesota
$15K +$136 +3 +0.9%
SC
232
Stephens Consulting
Michigan
$13.1K +$13.1K +289 New
ADL
233
Asset Dedication LLC
California
$11K -$79.7K -1,757 -88%
DHGWA
234
Dixon Hughes Goodman Wealth Advisors
North Carolina
$11K +$11.4K +251 New
RPCONE
235
Retirement Planning Company of New England
Rhode Island
$11K +$11.8K +261 New
HR
236
Howe & Rusling
New York
$10K – – –
MIM
237
Macroview Investment Management
Maryland
$9K – – –
MA
238
Montag & Associates
Georgia
$9K – – –
KTC
239
Kistler-Tiffany Companies
Pennsylvania
$9K +$45 +1 +0.5%
WAS
240
Winch Advisory Services
Wisconsin
$8K -$9.2K -203 -55%
AWM
241
AllSquare Wealth Management
New York
$6K – – –
NFG
242
Next Financial Group
Texas
$5K -$91 -2 -2%
RI
243
Rinkey Investments
California
$5K +$5.76K +127 New
PCG
244
Private Capital Group
Connecticut
$4K – – –
RCM
245
Rain Capital Management
Oregon
$4K – – –
PGAM
246
Princeton Global Asset Management
New Jersey
$3K – – –
FCA
247
FinTrust Capital Advisors
South Carolina
$2K – – –
GIA
248
Goodwin Investment Advisory
Georgia
$1K -$7.43K -164 -85%
BBHC
249
Brown Brothers Harriman & Co
New York
$1K – – –
IPW
250
IronBridge Private Wealth
Texas
$1K – – –
7 8 9
10
11