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iShares Core Moderate Allocation ETF
AOM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
226
Key Financial Inc
Pennsylvania
$1.01K – – –
TCM
227
Tradewinds Capital Management
Washington
$312 +$320 +8 New
AWA
228
Authentikos Wealth Advisory
California
$78 +$80 +2 New
GWANC
229
Guardian Wealth Advisors (North Carolina)
North Carolina
$39 – – –
IRC
230
Investors Research Corp
Georgia
$39 – – –
RL
231
Retireful LLC
Michigan
– -$5.17M -128,040 Closed
GM
232
GeoWealth Management
Illinois
– -$1.21M -30,053 Closed
FEG
233
Financial Enhancement Group
Indiana
– -$652K -16,205 Closed
CI
234
CX Institutional
Indiana
– -$403K -9,972 Closed
AT
235
Arden Trust
Delaware
– -$351K -8,700 Closed
GIP
236
Greatmark Investment Partners
Georgia
– -$242K -6,000 Closed
CC
237
Cypress Capital
Tennessee
– -$213K -5,280 Closed
WC
238
Waterloo Capital
Texas
– -$203K -5,012 Closed
BAM
239
BOS Asset Management
Illinois
– -$200K -4,951 Closed
CSPIA
240
Cary Street Partners Investment Advisory
Virginia
– -$162K -4,000 Closed
CWA
241
Clearview Wealth Advisors
Oregon
– -$18.4K -455 Closed
IGWM
242
ICA Group Wealth Management
Colorado
– -$3.44K -85 Closed
RCM
243
Rain Capital Management
Oregon
– -$3.25K -80 Closed
NA
244
NewEdge Advisors
Louisiana
– -$2.46K -61 Closed
TRCT
245
Tower Research Capital (TRC)
New York
– -$1.54K -38 Closed
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