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iShares Core Moderate Allocation ETF
AOM

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
201
Lloyd Advisory Services
Georgia
$65K -$243K -5,353 -79%
TFGT
202
TS Financial Group (TSFG)
Illinois
$64K – – –
CFGS
203
Concourse Financial Group Securities
Alabama
$58K – – –
PA
204
Parallel Advisors
California
$55K -$10.9K -240 -17%
AF
205
Affiance Financial
Minnesota
$53K – – –
BWL
206
Bogart Wealth LLC
Virginia
$52K – – –
GC
207
Gould Capital
Washington
$52K +$51.9K +1,145 New
JWA
208
JFS Wealth Advisors
Pennsylvania
$51K – – –
CCM
209
Cribstone Capital Management
Maine
$51K +$4.94K +109 +11%
JFA
210
JNBA Financial Advisors
Minnesota
$50K +$1.22K +27 +3%
LPP
211
Life Planning Partners
Florida
$48K +$47.1K +1,039 New
OFG
212
Oxford Financial Group
Indiana
$47K – – –
TFS
213
TrustCore Financial Services
Tennessee
$46K – – –
WWM
214
Wolff Wiese Magana
California
$46K +$589 +13 +1%
GWMIA
215
Global Wealth Management Investment Advisory
Florida
$45K -$7.03K -155 -14%
SFM
216
Signet Financial Management
New Jersey
$45K +$44.6K +983 New
SJIA
217
St. James Investment Advisors
New York
$43K +$42.7K +941 New
SWM
218
Sugarloaf Wealth Management
Georgia
$36K – – –
CWP
219
Concord Wealth Partners
Virginia
$33K +$26.6K +586 +454%
MWM
220
Mascoma Wealth Management
New Hampshire
$32K +$12.2K +269 +63%
LPWM
221
Lake Point Wealth Management
Texas
$27K +$3.63K +80 +15%
DAM
222
Delta Asset Management
Tennessee
$26K – – –
SF
223
SBK Financial
Virginia
$24K +$23.5K +518 New
MBFW
224
Morton Brown Family Wealth
Pennsylvania
$24K +$23.7K +522 New
TSWM
225
Tyler-Stone Wealth Management
Ohio
$24K +$23.9K +528 New
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9
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