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iShares Core Moderate Allocation ETF
AOM

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
201
Root Financial Partners
California
$139K +$136K +2,925 New
SA
202
Strategic Advocates
Utah
$135K +$131K +2,828 New
SWA
203
SOA Wealth Advisors
New York
$127K +$883 +19 +0.7%
HIA
204
HFM Investment Advisors
New Jersey
$125K +$883 +19 +0.7%
GRP
205
Global Retirement Partners
California
$121K +$8.78K +189 +8%
DWM
206
Darwin Wealth Management
Florida
$119K -$1.63K -35 -1%
AF
207
Advisornet Financial
Minnesota
$117K -$67.8K -1,458 -37%
GWM
208
Geneos Wealth Management
Colorado
$113K +$53.4K +1,148 +93%
SS
209
Sunbelt Securities
Texas
$101K -$20.4K -439 -17%
FFA
210
Founders Financial Alliance
North Carolina
$93.2K – – –
ME
211
McIlrath & Eck
Washington
$84.9K – – –
SL
212
Salomon & Ludwin
Virginia
$83K -$1.67K -36 -2%
CIAS
213
Capital Investment Advisory Services
North Carolina
$82.2K -$7.2K -155 -8%
1NWS
214
1 North Wealth Services
Maryland
$78.5K -$1.53K -33 -2%
BBHC
215
Brown Brothers Harriman & Co
New York
$78.3K – – –
PCFFS
216
Pacific Center for Financial Services
California
$74.6K +$604 +13 +0.8%
PA
217
Parallel Advisors
California
$73.9K – – –
HIA
218
Harbor Investment Advisory
Maryland
$72.1K +$1.3K +28 +2%
NS
219
NBC Securities
Alabama
$71.8K +$60.9K +1,310 +655%
FFA
220
Farther Finance Advisors
California
$65.5K -$26.1K -561 -29%
JFA
221
JNBA Financial Advisors
Minnesota
$64K +$14.8K +319 +31%
RF
222
Rossby Financial
Florida
$59K – – –
CFP
223
Comprehensive Financial Planning
Pennsylvania
$56.4K +$418 +9 +0.8%
PPA
224
Painted Porch Advisors
California
$51K +$49.8K +1,072 New
PA
225
Pineridge Advisors
Missouri
$45.6K +$186 +4 +0.4%
7 8
9
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