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iShares Core Moderate Allocation ETF
AOM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
126
Avior Wealth Management
Nebraska
$350K +$816 +18 +0.2%
AWE
127
Avidian Wealth Enterprises
Texas
$347K +$139K +3,063 +65%
AIP
128
Ahrens Investment Partners
Louisiana
$340K +$46.7K +1,029 +16%
NP
129
NorthRock Partners
Minnesota
$338K -$9.93K -219 -3%
BCI
130
Brinker Capital Investments
Pennsylvania
$336K -$45 -1 -0%
AAS
131
Avantax Advisory Services
Texas
$328K +$106K +2,342 +47%
FFA
132
Founders Financial Alliance
North Carolina
$322K – – –
CWC
133
Carolinas Wealth Consulting
North Carolina
$315K +$1.77K +39 +0.6%
ATPW
134
Ashton Thomas Private Wealth
Arizona
$307K +$2.72K +60 +0.9%
ACA
135
Anchor Capital Advisors
Massachusetts
$306K -$35.4K -780 -10%
LAS
136
Lloyd Advisory Services
Georgia
$303K +$277K +6,112 +925%
RSWM
137
Robertson Stephens Wealth Management
California
$302K – – –
SI
138
SimpliFi Inc
California
$302K +$14.5K +319 +5%
CCFM
139
Clear Creek Financial Management
Washington
$296K +$23.6K +521 +9%
ODG
140
O'Dell Group
Ohio
$294K +$771 +17 +0.3%
AWM
141
Adams Wealth Management
Utah
$291K -$771 -17 -0.3%
SWA
142
SOA Wealth Advisors
New York
$290K +$454 +10 +0.2%
BA
143
Bluesphere Advisors
Pennsylvania
$287K -$6.62K -146 -2%
BAM
144
Belpointe Asset Management
Nevada
$279K +$26.8K +591 +10%
TPWA
145
TRUE Private Wealth Advisors
Oregon
$278K +$74.2K +1,635 +36%
HCM
146
Hollencrest Capital Management
California
$273K -$19.8K -437 -7%
PWAG
147
Polaris Wealth Advisory Group
California
$273K -$9.52K -210 -3%
TFA
148
TPG Financial Advisors
Oregon
$271K +$39.4K +869 +17%
GIP
149
Greatmark Investment Partners
Georgia
$268K – – –
KWM
150
Kingsview Wealth Management
Oregon
$266K -$4.49K -99 -2%
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6
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