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iShares Core Moderate Allocation ETF
AOM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$263K +$32.8K +724 +14%
MWC
152
MKD Wealth Coaches
Michigan
$242K +$17.2K +379 +8%
MPPLM
153
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$241K -$2.09K -46 -0.8%
IWN
154
Independent Wealth Network
Iowa
$240K +$239K +5,261 New
NFG
155
Nations Financial Group
Iowa
$227K +$227 +5 +0.1%
CBFP
156
Cedar Brook Financial Partners
Ohio
$224K -$56.6K -1,248 -20%
RIA
157
Realta Investment Advisors
Delaware
$218K +$221K +4,865 New
BOPW
158
Brandywine Oak Private Wealth
Pennsylvania
$216K +$219K +4,828 New
CWA
159
Clearview Wealth Advisors
Oregon
$215K -$2.49K -55 -1%
IWM
160
IHT Wealth Management
Illinois
$210K +$213K +4,690 New
KOC
161
Koss-Olinger Consulting
Florida
$208K – – –
FHA
162
Flagship Harbor Advisors
Massachusetts
$205K – – –
CBN
163
Cadence Bank NA
Texas
$202K – – –
SFWA
164
Summit Financial Wealth Advisors
Louisiana
$201K – – –
COCM
165
Charter Oak Capital Management
New Hampshire
$201K +$19.8K +437 +11%
CF
166
Centaurus Financial
California
$187K -$24.9K -550 -12%
CPFP
167
Clear Perspectives Financial Planning
Ohio
$167K -$1.18K -26 -0.7%
EK
168
Evensky & Katz
Florida
$164K +$166K +3,665 New
TF
169
TimeScale Financial
Massachusetts
$156K +$35.1K +775 +29%
APA
170
American Portfolios Advisors
New York
$154K -$10.9K -241 -7%
ACA
171
Aptus Capital Advisors
Alabama
$152K +$10.4K +230 +7%
PFA
172
Professional Financial Advisors
Nebraska
$149K -$3.95K -87 -3%
RFWA
173
RPg Family Wealth Advisory
Massachusetts
$121K – – –
APWA
174
Atlas Private Wealth Advisors
New Jersey
$104K +$20.3K +448 +24%
PCFFS
175
Pacific Center for Financial Services
California
$103K +$272 +6 +0.3%
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