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iShares Core Moderate Allocation ETF
AOM

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
151
JNBA Financial Advisors
Minnesota
$34K -$181K -4,626 -83%
DAM
152
Delta Asset Management
Tennessee
$33K – – –
CAC
153
Certified Advisory Corp
Florida
$30K – – –
TF
154
TimeScale Financial
Massachusetts
$27K – – –
MWM
155
MBE Wealth Management
Wisconsin
$24K +$26.2K +668 New
VCP
156
Verus Capital Partners
Arizona
$23K – – –
LWM
157
Liberty Wealth Management
California
$23K +$6.34K +162 +36%
IF
158
Ironwood Financial
Arizona
$18K -$18.9K -482 -50%
HIA
159
Harbor Investment Advisory
Maryland
$18K +$274 +7 +1%
GSWM
160
Golden State Wealth Management
California
$17K +$17.9K +456 New
WQ
161
Wealth Quarterback
New Jersey
$9.53K – – –
PA
162
Parallel Advisors
California
$9K +$587 +15 +6%
LAS
163
Lloyd Advisory Services
Georgia
$8K -$4.27K -109 -33%
CFD
164
Creative Financial Designs
Indiana
$7K – – –
LPWM
165
Lake Point Wealth Management
Texas
$7K – – –
NSIM
166
North Star Investment Management
Illinois
$7K – – –
GAM
167
Gemmer Asset Management
California
$5K +$39 +1 +0.7%
NFG
168
Next Financial Group
Texas
$4K -$2.04K -52 -31%
AWM
169
AllSquare Wealth Management
New York
$4K – – –
PCG
170
Private Capital Group
Connecticut
$3K – – –
RCM
171
Rain Capital Management
Oregon
$3K – – –
WAP
172
Wealthcare Advisory Partners
Pennsylvania
$3K – – –
GFPC
173
Global Financial Private Client
Florida
$1.84K – – –
WIM
174
Westside Investment Management
California
$36 +$39.2K +1,000 New
MAS
175
Madden Advisory Services
Florida
– -$2.82M -70,305 Closed
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