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iShares Core Moderate Allocation ETF
AOM

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
151
Belpointe Asset Management
Nevada
$253K -$8.15K -183 -3%
MPPLM
152
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$245K -$86.9K -1,951 -26%
TFA
153
TPG Financial Advisors
Oregon
$234K -$14.8K -332 -6%
WAP
154
Wealthcare Advisory Partners
Pennsylvania
$232K -$82.2K -1,844 -26%
NFG
155
Nations Financial Group
Iowa
$229K +$134 +3 +0.1%
AAS
156
Avantax Advisory Services
Texas
$227K +$224K +5,033 New
MWC
157
MKD Wealth Coaches
Michigan
$226K -$18.2K -409 -8%
JAWM
158
J. Arnold Wealth Management
Ohio
$224K +$18.4K +413 +9%
CWA
159
Clearview Wealth Advisors
Oregon
$219K +$61.1K +1,372 +39%
FIA
160
Foundations Investment Advisors
Arizona
$217K – – –
CF
161
Centaurus Financial
California
$213K -$255K -5,717 -55%
AWE
162
Avidian Wealth Enterprises
Texas
$212K +$209K +4,698 New
KOC
163
Koss-Olinger Consulting
Florida
$210K – – –
FAAM
164
First Ascent Asset Management
Colorado
$207K +$205K +4,601 New
TPWA
165
TRUE Private Wealth Advisors
Oregon
$206K +$205K +4,593 New
DP
166
Divergent Planning
Maryland
$205K +$203K +4,545 New
FHA
167
Flagship Harbor Advisors
Massachusetts
$205K +$203K +4,551 New
CBN
168
Cadence Bank NA
Texas
$203K +$201K +4,500 New
SFWA
169
Summit Financial Wealth Advisors
Louisiana
$202K -$33.3K -747 -14%
CWM
170
Cahaba Wealth Management
Georgia
$202K -$16.9K -379 -8%
ASN
171
Advisory Services Network
Georgia
$202K +$199K +4,473 New
SB
172
Strategic Blueprint
Georgia
$199K +$197K +4,424 New
COCM
173
Charter Oak Capital Management
New Hampshire
$183K – – –
CPFP
174
Clear Perspectives Financial Planning
Ohio
$170K -$11.1K -250 -6%
APA
175
American Portfolios Advisors
New York
$166K – – –
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7
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