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iShares Core Moderate Allocation ETF
AOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWPG
251
Strategic Wealth Partners Group
Illinois
– -$727K -15,995 Closed
OC
252
Oppenheimer & Co
New York
– -$672K -14,775 Closed
PA
253
PFG Advisors
Arizona
– -$531K -11,668 Closed
FMN
254
Financial Management Network
California
– -$441K -9,709 Closed
VWM
255
Vigilare Wealth Management
Arizona
– -$400K -8,795 Closed
WGCA
256
Wolf Group Capital Advisors
Virginia
– -$397K -8,727 Closed
CAG
257
Compass Advisory Group
New York
– -$382K -8,409 Closed
BA
258
Bluesphere Advisors
Pennsylvania
– -$282K -6,211 Closed
IWN
259
Independent Wealth Network
Iowa
– -$253K -5,563 Closed
SFWA
260
Summit Financial Wealth Advisors
Louisiana
– -$204K -4,486 Closed
PWAG
261
Polaris Wealth Advisory Group
California
– -$202K -4,438 Closed
FCA
262
FLC Capital Advisors
California
– -$201K -4,413 Closed
Rockefeller Capital Management
263
Rockefeller Capital Management
New York
– -$164K -3,624 Closed
AWA
264
Aquire Wealth Advisors
Utah
– -$130K -2,864 Closed
SCA
265
Snowden Capital Advisors
New York
– -$127K -2,800 Closed
EK
266
Evensky & Katz
Florida
– -$72K -1,592 Closed
LFG
267
Leverty Financial Group
Wisconsin
– -$70K -1,558 Closed
AF
268
Affiance Financial
Minnesota
– -$53K -1,175 Closed
SFM
269
Signet Financial Management
New Jersey
– -$45K -983 Closed
DAM
270
Delta Asset Management
Tennessee
– -$26K -575 Closed
SF
271
SBK Financial
Virginia
– -$24K -518 Closed
CWS
272
Confluence Wealth Services
Pennsylvania
– -$22K -500 Closed
OIA
273
Optimum Investment Advisors
Illinois
– -$23K -500 Closed
SA
274
SRH Advisors
Kansas
– -$15K -340 Closed
RPCONE
275
Retirement Planning Company of New England
Rhode Island
– -$11K -261 Closed
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