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iShares Core Moderate Allocation ETF
AOM

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
101
Avantax Advisory Services
Texas
$500K -$4.28K -106 -0.8%
FFG
102
Fullen Financial Group
Ohio
$497K +$12.4K +307 +2%
CI
103
CX Institutional
Indiana
$489K -$33.1K -820 -6%
AWA
104
Archvest Wealth Advisors
California
$489K -$4K -99 -0.8%
SG
105
StoneX Group
New York
$479K -$116K -2,878 -19%
HGERS
106
Householder Group Estate & Retirement Specialist
Arizona
$474K +$323 +8 +0.1%
VWA
107
Visionary Wealth Advisors
Illinois
$469K +$9.13K +226 +2%
CC
108
Cypress Capital
Tennessee
$455K +$16.2K +400 +4%
RBFC
109
Roman Butler Fullerton & Co
Missouri
$439K -$24.2K -599 -5%
SI
110
SimpliFi Inc
California
$439K +$16K +395 +4%
AAP
111
Arax Advisory Partners
Colorado
$412K +$15.4K +381 +4%
GWCM
112
Godshalk Welsh Capital Management
Pennsylvania
$412K +$24.4K +603 +6%
SBL
113
Sargent Bickham Lagudis
Colorado
$410K – – –
ACS
114
Archford Capital Strategies
Illinois
$407K -$13.8K -342 -3%
MCM
115
Mendel Capital Management
Arkansas
$392K – – –
MCWS
116
McKinley Carter Wealth Services
West Virginia
$392K +$8.04K +199 +2%
AF
117
Advisornet Financial
Minnesota
$391K -$11K -271 -3%
CIAS
118
Capital Investment Advisory Services
North Carolina
$385K -$48.5K -1,199 -11%
SPC
119
Sigma Planning Corp
Michigan
$383K +$81 +2 +0%
AWE
120
Avidian Wealth Enterprises
Texas
$375K -$4.97K -123 -1%
CCFM
121
Clear Creek Financial Management
Washington
$359K +$73.2K +1,811 +24%
MF
122
Manchester Financial
California
$355K – – –
DWM
123
Darwin Wealth Management
Florida
$353K -$55.6K -1,376 -14%
AWA
124
Acorn Wealth Advisors
Michigan
$342K +$283 +7 +0.1%
BHWM
125
Bay Harbor Wealth Management
Maryland
$341K +$2.18K +54 +0.6%
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