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iShares Core Moderate Allocation ETF
AOM

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
251
Wolff Wiese Magana
California
$30.2K +$1K +21 +3%
BWL
252
Bogart Wealth LLC
Virginia
$28.4K – – –
FHA
253
Flagship Harbor Advisors
Massachusetts
$28K +$28.1K +587 New
LWM
254
Lodestone Wealth Management
Washington
$24.5K +$24.5K +513 New
SAG
255
SageView Advisory Group
California
$21K +$21K +439 New
DAM
256
Delta Asset Management
Tennessee
$20.5K – – –
IA
257
IFP Advisors
Florida
$19.6K – – –
SWM
258
Spire Wealth Management
Virginia
$19.3K – – –
CIA
259
Cape Investment Advisory
Georgia
$19.3K +$19.3K +404 New
CAL
260
Capital Analysts LLC
Pennsylvania
$18K +$335 +7 +2%
ECA
261
Elevated Capital Advisors
Utah
$17.6K +$17.6K +368 New
DF
262
Dunhill Financial
United Kingdom
$17.4K – – –
MWA
263
Medallion Wealth Advisors
Connecticut
$15.4K +$287 +6 +2%
GFA
264
Godfrey Financial Associates
New York
$15.3K +$15.3K +320 New
EWP
265
Elevation Wealth Partners
California
$13.9K +$239 +5 +2%
NL
266
Navalign LLC
California
$13K +$13K +272 New
SAM
267
Smartleaf Asset Management
Massachusetts
$12.9K +$1.48K +31 +13%
DF
268
DecisionPoint Financial
Arizona
$12.6K +$12.7K +265 New
LAS
269
Lloyd Advisory Services
Georgia
$11.3K +$11.4K +238 New
ACA
270
American Capital Advisory
Idaho
$6.44K – – –
MWM
271
Mascoma Wealth Management
New Hampshire
$6.11K – – –
EWM
272
Evolution Wealth Management
Florida
$5.68K +$5.69K +119 New
ACA
273
Aptus Capital Advisors
Alabama
$5.39K -$3.49K -73 -39%
SWM
274
SHP Wealth Management
Massachusetts
$4.77K +$4.78K +100 New
PTC
275
Private Trust Company
Ohio
$4.06K +$4.06K +85 New
9 10
11
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