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iShares Core Moderate Allocation ETF
AOM

Name Holding Trade Value Shares
Change 		Change in
Stake
T
226
TCWP
Ohio
$25K +$25.8K +592 New
TSWM
227
Tyler-Stone Wealth Management
Ohio
$23K – – –
MBFW
228
Morton Brown Family Wealth
Pennsylvania
$22K – – –
NSIM
229
North Star Investment Management
Illinois
$20K – – –
MAM
230
McCarthy Asset Management
California
$19K – – –
BA
231
Bellwether Advisors
Nebraska
$19K +$19.3K +443 +4,922%
MIM
232
Macroview Investment Management
Maryland
$15K +$7.32K +168 +88%
SCA
233
Stonebridge Capital Advisors
Minnesota
$14K – – –
PFS
234
Prospera Financial Services
Texas
$13K +$12.9K +296 New
SC
235
Stephens Consulting
Michigan
$12.4K – – –
DHGWA
236
Dixon Hughes Goodman Wealth Advisors
North Carolina
$11K – – –
ADL
237
Asset Dedication LLC
California
$10K – – –
HR
238
Howe & Rusling
New York
$10K – – –
MA
239
Montag & Associates
Georgia
$9K – – –
KTC
240
Kistler-Tiffany Companies
Pennsylvania
$8K – – –
AWM
241
AllSquare Wealth Management
New York
$5K – – –
PCG
242
Private Capital Group
Connecticut
$4K – – –
RCM
243
Rain Capital Management
Oregon
$3K – – –
RCM
244
Raleigh Capital Management
North Carolina
$3K +$3.22K +74 New
PGAM
245
Princeton Global Asset Management
New Jersey
$2K – – –
FCA
246
FinTrust Capital Advisors
South Carolina
$1K -$1K -23 -56%
GIA
247
Goodwin Investment Advisory
Georgia
$1K – – –
SAM
248
Strategic Asset Management
Minnesota
$1K – – –
KFI
249
Key Financial Inc
Pennsylvania
$1K +$1.13K +26 New
FFC
250
Fure Financial Corporation
Minnesota
– -$3.46M -76,058 Closed
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10
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