iShares Core 40/60 ModerateAOMETF
13F holders, Q4 2024 (December 31)261holders +26
31new positions
17sold out
1famous investor
$43.44avg. 13F price*
At the end of Q4 2024, 261 institutions reported holding iShares Core 40/60 Moderate (AOM) in their 13F filings, up 26 from Q3 2024. 31 opened new positions and 17 sold out. The largest holders were BlackRock, Inc. ($119.4M), Morgan Stanley ($47.7M) and Wells Fargo & Company ($42.1M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Core 40/60 Moderate
- CUSIP
- 464289875
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $25.0M |
| Exits | 17 | $17.1M |
All 13F filers, Q3 2024 → Q4 2024: 2,749,813 shares bought and 569,284 shares sold, net +2,180,529 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 261 holders
| BlackRock, Inc. | 0.00% | Add +0.7% | 2,747,637 | $119.4M |
| Morgan Stanley | 0.00% | Add +209.6% | 1,098,462 | $47.7M |
| Wells Fargo & Company | 0.01% | Add +317.6% | 969,069 | $42.1M |
| LPL Financial LLC | 0.02% | Add +1.2% | 949,981 | $41.3M |
| Raymond James Financial Inc. | 0.01% | — | 735,114 | $31.9M |
| Ameriprise Financial Inc. | 0.00% | Add +57.3% | 402,658 | $17.5M |
| Foundations Investment Advisors, LLC | 0.30% | Add +17.4% | 356,996 | $15.5M |
| Royal Bank of Canada | 0.00% | Add +9.5% | 318,442 | $13.8M |
| Weitzel Financial Services, Inc. | 5.63% | Add +1.5% | 274,150 | $11.9M |
| Madrid Financial Services | 9.06% | — | 262,605 | $11.4M |
| HUB Investment Partners, LLC | 0.47% | Add +9.6% | 254,693 | $11.1M |
| Osaic Holdings, Inc. | 0.02% | Add +21.4% | 204,376 | $8.9M |
| Focus Financial Network, Inc. | 0.33% | Add +12.7% | 189,506 | $8.2M |
| Bank of America Corp. | 0.00% | Add +0.5% | 187,702 | $8.2M |
| American Trust | 0.55% | New | 165,906 | $7.2M |
| Weaver Consulting Group | 2.14% | Add +1.4% | 160,104 | $7.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -3.2% | 150,450 | $6.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.5% | 145,594 | $6.3M |
| Investment Advisory Group, LLC | 1.95% | Add +3.0% | 134,314 | $5.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +30.4% | 120,474 | $5.2M |
| Eight 31 Financial, LLC | 3.80% | Reduce -0.5% | 115,214 | $5.0M |
| Janney Montgomery Scott LLC | 0.01% | New | 114,459 | $5.0M |
| Ameritas Advisory Services, LLC | 0.17% | Add +68.0% | 112,588 | $4.9M |
| Royal Fund Management, LLC | 0.48% | Add +1.3% | 101,658 | $4.4M |
| Retireful, LLC | 2.47% | New | 100,834 | $4.4M |
| Consilium Wealth Advisory, LLC | 2.03% | Add +1.5% | 98,104 | $4.3M |
| Lodestar Private Asset Management LLC | 0.52% | Add +13.0% | 95,231 | $4.1M |
| Truist Financial Corp. | 0.01% | Reduce -2.2% | 95,097 | $4.1M |
| Cetera Investment Advisers | 0.01% | Reduce -1.0% | 93,929 | $4.1M |
| Brookstone Capital Management | 0.06% | Reduce -14.4% | 92,889 | $4.0M |
| Financial Advocates Investment Management | 0.20% | Add +34.8% | 82,073 | $3.6M |
| Waverly Advisors, LLC | 0.05% | Add +4.6% | 73,281 | $3.2M |
| AlTi Global, Inc. | 0.07% | Reduce -11.8% | 71,133 | $3.1M |
| Mutual Advisors, LLC | 0.09% | Reduce -0.7% | 70,575 | $3.1M |
| Onyx Bridge Wealth Group LLC | 0.43% | Add +3.3% | 68,109 | $3.0M |
| UBS Group AG | 0.00% | Add +1.1% | 60,006 | $2.6M |
| TRUE Private Wealth Advisors | 0.31% | Add +37.3% | 58,337 | $2.5M |
| Axxcess Wealth Management, LLC | 0.06% | Add +647.6% | 55,802 | $2.4M |
| Taylor Financial Group, Inc. | 1.64% | Add +6.3% | 54,452 | $2.4M |
| Smith Anglin Financial, LLC | 0.21% | Add +0.6% | 51,142 | $2.2M |
| Ellenbecker Investment Group | 0.38% | Add +24.5% | 49,253 | $2.1M |
| Financial Enhancement Group LLC | 0.32% | Add +133.1% | 48,582 | $2.1M |
| LifePlan Financial, LLC | 1.83% | Add +29.1% | 47,571 | $2.1M |
| Manske Wealth Management | 0.79% | — | 46,012 | $2.0M |
| Beacon Financial Advisory LLC | 0.64% | Reduce -0.1% | 45,292 | $2.0M |
| Patton Albertson Miller Group, LLC | 0.25% | Add +2.1% | 42,722 | $1.9M |
| Aveo Capital Partners, LLC | 0.20% | Add +2.6% | 42,455 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.9% | 41,854 | $1.8M |
| Thrive Capital Management, LLC | 0.80% | Reduce -27.4% | 40,104 | $1.7M |
| One Capital Management, LLC | 0.06% | Reduce -0.5% | 39,665 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.1% | 38,228 | $1.7M |
| BlueStem Wealth Partners, LLC | 0.20% | — | 35,029 | $1.5M |
| Focus Partners Wealth | 0.00% | New | 33,321 | $1.4M |
| GeoWealth Management, LLC | 0.05% | Add +18.6% | 33,306 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +215.4% | 31,194 | $1.4M |
| Concourse Financial Group Securities, Inc. | 0.07% | Add +7.2% | 29,522 | $1.3M |
| Aspiriant, LLC | 0.05% | Reduce -4.8% | 29,629 | $1.3M |
| Jim Saulnier & Associates, LLC | 1.07% | Add +3.2% | 28,505 | $1.2M |
| Insigneo Advisory Services, LLC | 0.13% | Add +3.7% | 28,006 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Reduce -3.9% | 26,793 | $1.2M |
| RDA Financial Network | 0.34% | Reduce -3.3% | 26,640 | $1.2M |
| Gallacher Capital Management LLC | 0.54% | Add +23.1% | 25,110 | $1.1M |
| First Financial Bank - Trust Division | 0.10% | No change | 24,461 | $1.1M |
| Fort Henry Capital, LLC | 0.74% | Add +1.4% | 23,951 | $1.0M |
| Sigma Planning Corp | 0.03% | Add +9.0% | 22,590 | $981K |
| Independent Financial Group, LLC | 0.03% | Add +7.0% | 22,272 | $967K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +8.8% | 21,896 | $951K |
| Oppenheimer Asset Management Inc. | 0.01% | New | 21,668 | $941K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -1.2% | 21,572 | $937K |
| NewEdge Advisors, LLC | 0.01% | Reduce -6.8% | 21,415 | $930K |
| Ritholtz Wealth Management | 0.03% | Reduce -0.9% | 21,078 | $916K |
| Sovereign Financial Group, Inc. | 0.20% | Add +8.0% | 20,212 | $878K |
| Milestone Asset Management, LLC | 0.19% | Reduce -2.2% | 20,125 | $874K |
| Prosperity Consulting Group, LLC | 0.07% | Reduce -2.4% | 19,872 | $863K |
| MML Investors Services, LLC | 0.00% | Add +2.7% | 19,690 | $855K |
| AE Wealth Management LLC | 0.01% | Add +28.3% | 19,659 | $854K |
| Northstar Group, Inc. | 0.15% | Add +0.1% | 19,302 | $838K |
| Avior Wealth Management, LLC | 0.03% | Add +5.5% | 18,880 | $820K |
| HighTower Advisors, LLC | 0.00% | Reduce -8.3% | 18,570 | $807K |
| Global Financial Private Client, LLC | 0.30% | Add +0.5% | 18,457 | $802K |
| Plan Group Financial, LLC | 0.42% | Reduce -33.5% | 18,179 | $790K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +51.1% | 18,081 | $785K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +1.2% | 18,059 | $784K |
| JPMorgan Chase & Co. | 0.00% | Reduce -46.2% | 18,011 | $782K |
| Beacon Investment Advisory Services, Inc. | 0.03% | Add +0.2% | 17,864 | $776K |
| Godshalk Welsh Capital Management, Inc. | 0.50% | Add +1.1% | 17,771 | $772K |
| Summit Wealth Partners, LLC | 0.16% | Reduce -5.7% | 17,714 | $769K |
| Marino, Stram & Associates LLC | 0.17% | Reduce -2.6% | 17,548 | $762K |
| Rothschild Wealth LLC | 0.22% | Reduce -41.2% | 17,075 | $742K |
| SteelPeak Wealth, LLC | 0.03% | Reduce -5.5% | 16,593 | $721K |
| MAI Capital Management | 0.01% | New | 16,198 | $704K |
| Legacy Financial Group LLC | 0.11% | Add +2.5% | 15,839 | $688K |
| World Investment Advisors | 0.02% | Add +21.4% | 15,238 | $662K |
| National Bank of Canada | 0.00% | Add +51.7% | 14,993 | $651K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +1.8% | 14,220 | $618K |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -1.7% | 14,164 | $615K |
| Armstrong, Fleming & Moore, Inc | 0.37% | Add +1.8% | 13,961 | $606K |
| Integrity Financial Corp | 0.34% | Add +0.3% | 13,457 | $585K |
| Dentgroup LLC | 0.44% | No change | 13,310 | $578K |
| Clear Creek Financial Management, LLC | 0.06% | Reduce -12.4% | 13,299 | $578K |
| Private Advisor Group, LLC | 0.00% | Add +38.6% | 12,917 | $561K |
| Advisory Services Network, LLC | 0.01% | Add +63.6% | 12,733 | $553K |
| Congress Asset Management Co. | 0.00% | New | 12,293 | $534K |
| Centaurus Financial, Inc. | 0.03% | Reduce -6.0% | 11,872 | $516K |
| Mason & Associates, LLC | 0.15% | Add +11.6% | 11,864 | $515K |
| Heirloom Wealth Management | 0.15% | Add +49.2% | 11,850 | $515K |
| RFG Advisory, LLC | 0.01% | Add +0.9% | 11,652 | $506K |
| Mosley Wealth Management | 0.31% | Reduce -6.3% | 11,457 | $505K |
| Fort Point Capital Partners LLC | 0.06% | New | 11,351 | $493K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.1% | 11,280 | $490K |
| Mariner, LLC | 0.00% | Reduce -0.5% | 11,213 | $487K |
| BridgePort Financial Solutions, LLC | 0.22% | — | 10,949 | $485K |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.1% | 10,769 | $468K |
| Integrated Wealth Concepts LLC | 0.01% | Add +9.7% | 10,749 | $467K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 10,630 | $462K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 10,630 | $462K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +62.4% | 10,508 | $456K |
| Captrust Financial Advisors | 0.00% | Add +81.9% | 10,318 | $448K |
| Mendel Capital Management LLC | 0.27% | Add +0.2% | 10,066 | $437K |
| Merriman Wealth Management, LLC | 0.02% | Reduce -11.7% | 9,883 | $429K |
| StoneX Group Inc. | 0.02% | Reduce -4.6% | 9,810 | $426K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -26.0% | 9,649 | $419K |
| Atria Investments, Inc | 0.01% | Add +95.7% | 9,513 | $413K |
| Investment Partners, LTD. | 0.17% | Add +1.8% | 9,497 | $413K |
| United Capital Financial Advisors, LLC | 0.00% | Add +12.3% | 9,451 | $411K |
| Lido Advisors, LLC | 0.00% | No change | 9,447 | $410K |
| Gladstone Institutional Advisory LLC | 0.02% | New | 9,447 | $410K |
| Tempus Wealth Planning, LLC | 0.12% | Add +1.0% | 9,044 | $393K |
| IMA Advisory Services, Inc. | 0.05% | New | 9,402 | $391K |
| Unique Wealth, LLC | 0.08% | Add +0.3% | 8,907 | $387K |
| Wealth Forward, LLC | 0.27% | Reduce -16.5% | 8,894 | $386K |
| CENTRAL TRUST Co | 0.01% | Reduce -8.2% | 8,805 | $382K |
| RTD Financial Advisors, Inc. | 0.05% | Reduce -25.5% | 8,763 | $381K |
| Atlas Private Wealth Advisors | 0.05% | New | 8,758 | $380K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -2.0% | 8,640 | $375K |
| IHT Wealth Management, LLC | 0.01% | Reduce -42.9% | 8,639 | $375K |
| GWN Securities Inc. | 0.10% | — | 8,533 | $371K |
| Archford Capital Strategies, LLC | 0.05% | Reduce -0.3% | 8,362 | $363K |
| SimpliFi, Inc. | 0.17% | Reduce -8.1% | 8,337 | $362K |
| Jones Financial Companies LLLP | 0.00% | Add +10.3% | 8,307 | $361K |
| Renaissance Technologies | 0.00% | Reduce -62.9% | 8,300 | $361K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -3.5% | 8,372 | $359K |
| Bay Harbor Wealth Management, LLC | 0.11% | Add +2.0% | 8,019 | $348K |
| Arax Advisory Partners | 0.02% | Add +8.9% | 8,002 | $348K |
| Maxele Advisors, LLC | 0.33% | — | 7,990 | $347K |
| CFO4Life Group, LLC | 0.06% | No change | 7,935 | $345K |
| MKD Wealth Coaches, LLC | 0.35% | — | 7,925 | $344K |
| Visionary Wealth Advisors | 0.02% | Add +0.2% | 7,864 | $342K |
| GTS Securities LLC | 0.02% | Reduce -12.5% | 7,728 | $336K |
| Bright Futures Wealth Management, LLC. | 0.30% | Add +4.3% | 7,472 | $329K |
| Austin Private Wealth, LLC | 0.03% | Reduce -0.2% | 7,508 | $326K |
| Zacks Investment Management | 0.00% | New | 7,435 | $323K |
| Leading Edge Financial Planning LLC | 0.10% | No change | 7,370 | $320K |
| Bank of Montreal | 0.00% | Add +8.7% | 7,214 | $313K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -45.6% | 7,113 | $309K |
| Townsquare Capital LLC | 0.00% | Add +0.8% | 7,092 | $308K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 7,063 | $307K |
| Syverson Strege & Co | 0.10% | Reduce -12.1% | 6,893 | $299K |
| Worth Financial Advisory Group, LLC | 0.18% | Add +0.6% | 6,698 | $291K |
| Archvest Wealth Advisors, Inc. | 0.20% | Add +6.5% | 6,334 | $275K |
| Claro Advisors Inc. | 0.04% | Add +10.6% | 6,250 | $272K |
| Mercer Global Advisors Inc. | 0.00% | Add +8.0% | 6,172 | $268K |
| Estate Counselors, LLC | 0.03% | Reduce -8.4% | 6,155 | $267K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -23.6% | 6,109 | $265K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +10.4% | 6,036 | $262K |
| Independent Advisor Alliance | 0.00% | New | 5,911 | $257K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 5,853 | $254K |
| Executive Wealth Management, LLC | 0.02% | No change | 5,829 | $253K |
| CGN Advisors LLC | 0.02% | Add +22.6% | 5,793 | $252K |
| RFP Financial Group LLC | 0.10% | New | 5,712 | $248K |
| Aprio Wealth Management, LLC | 0.04% | Add +0.6% | 5,700 | $248K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -0.1% | 5,687 | $247K |
| Private Client Services, LLC | 0.13% | New | 5,662 | $246K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +3.3% | 5,630 | $245K |
| Empirical Asset Management, LLC | 0.08% | Add +1.7% | 5,620 | $244K |
| Philip James Wealth Mangement, LLC | 0.03% | Add +2.2% | 5,588 | $243K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 5,500 | $239K |
| Scotia Capital Inc. | 0.00% | New | 5,484 | $238K |
| TPG Financial Advisors, LLC | 0.10% | Add +7.3% | 5,352 | $232K |
| Creative Planning | 0.00% | Reduce -23.0% | 5,302 | $230K |
| Comerica Bank | 0.00% | Add +241.6% | 5,148 | $224K |
| Adams Wealth Management | 0.04% | Add +10.2% | 5,135 | $223K |
| CacheTech Inc. | 0.04% | Add +10.2% | 5,135 | $223K |
| JFS Wealth Advisors, LLC | 0.01% | Add +1.8% | 5,019 | $218K |
| Stonebridge Financial Group, LLC | 0.02% | — | 4,890 | $212K |
| Brandywine Oak Private Wealth LLC | 0.02% | Add +7.7% | 4,836 | $210K |
| Fiduciary Financial Group, LLC | 0.05% | Reduce -5.8% | 4,866 | $209K |
| Northwest Wealth Management, LLC | 0.04% | Add +0.3% | 4,809 | $209K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -32.2% | 4,809 | $209K |
| Compass Financial Group, INC | 0.04% | Reduce -7.1% | 4,723 | $205K |
| Venturi Wealth Management, LLC | 0.01% | Add +2.7% | 4,670 | $203K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -5.5% | 4,610 | $200K |
| Cwm, LLC | 0.00% | Add +128.3% | 4,307 | $187K |
| Cornerstone Planning Group LLC | 0.04% | Add +22.2% | 3,898 | $171K |
| CoreCap Advisors, LLC | 0.01% | Add +21.0% | 3,755 | $163K |
| Allworth Financial LP | 0.00% | Reduce -0.0% | 3,439 | $151K |
| Blue Trust, Inc. | 0.00% | No change | 3,379 | $147K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -24.3% | 3,285 | $143K |
| Crews Bank & Trust | 0.02% | — | 3,230 | $140K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +1.3% | 3,230 | $140K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -64.8% | 2,924 | $127K |
| NewSquare Capital LLC | 0.01% | New | 2,880 | $125K |
| Darwin Wealth Management, LLC | 0.04% | Reduce -34.8% | 2,802 | $122K |
| Global Retirement Partners, LLC | 0.00% | Add +32.8% | 2,610 | $113K |
| Sunbelt Securities, Inc. | 0.01% | Add +4.2% | 2,554 | $111K |
| WestEnd Advisors, LLC | 0.00% | New | 2,524 | $110K |
| Hantz Financial Services, Inc. | 0.00% | New | 2,465 | $107K |
| Private Capital Management LLC | 0.02% | Reduce -22.9% | 2,362 | $103K |
| Tucker Asset Management LLC | 0.02% | New | 2,040 | $89K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -34.5% | 1,961 | $85K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 1,932 | $84K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -2.5% | 1,780 | $77K |
| McIlrath & Eck, LLC | 0.01% | Reduce -60.1% | 1,759 | $76K |
| Carolinas Wealth Consulting LLC | 0.01% | Reduce -11.7% | 1,750 | $76K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +268.6% | 1,688 | $73K |
| Gould Capital, LLC | 0.05% | Add +21.9% | 1,670 | $73K |
| Parallel Advisors, LLC | 0.00% | Reduce -4.5% | 1,651 | $72K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -4.3% | 1,593 | $69K |
| FMR LLC | 0.00% | New | 1,566 | $68K |
| Pacific Center for Financial Services | 0.02% | Add +1.8% | 1,545 | $67K |
| Capital A Wealth Management, LLC | 0.10% | — | 1,390 | $60K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,334 | $58K |
| JNBA Financial Advisors | 0.01% | Add +3.7% | 1,307 | $57K |
| Transce3nd, LLC | 0.02% | — | 1,261 | $55K |
| Spire Wealth Management | 0.00% | No change | 1,192 | $52K |
| Farther Finance Advisors, LLC | 0.00% | Add +551.1% | 1,172 | $51K |
| Comprehensive Financial Planning, Inc. | 0.04% | — | 1,170 | $51K |
| Castleview Partners, LLC | 0.03% | Add +2.1% | 1,081 | $47K |
| Pineridge Advisors LLC | 0.02% | Reduce -5.1% | 953 | $41K |
| Runnymede Capital Advisors, Inc. | 0.03% | — | 902 | $39K |
| Wood Tarver Financial Group, LLC | 0.01% | — | 861 | $37K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 800 | $35K |
| Assetmark, Inc. | 0.00% | Add +118.6% | 765 | $33K |
| Bellwether Advisors, LLC | 0.01% | New | 725 | $31K |
| Wolff Wiese Magana LLC | 0.02% | Add +1.3% | 627 | $27K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 625 | $27K |
| Archer Investment Corp | 0.01% | Add +1.0% | 625 | $27K |
| Bogart Wealth, LLC | 0.00% | No change | 595 | $26K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 562 | $24K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 552 | $24K |
| Qube Research & Technologies Ltd | 0.00% | Add +117.9% | 549 | $24K |
| United Community Bank | 0.01% | No change | 500 | $22K |
| FSA Wealth Management LLC | 0.01% | Add +1.3% | 476 | $21K |
| Delta Asset Management LLC | 0.00% | No change | 475 | $21K |
| IFP Advisors, Inc | 0.00% | No change | 411 | $18K |
| Capital Analysts, LLC | 0.00% | Add +1.9% | 379 | $16K |
| Duncker Streett & Co. Inc. | 0.00% | New | 356 | $15K |
| Transcendent Capital Group LLC | 0.01% | Add +2.3% | 350 | $15K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -35.8% | 323 | $14K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 315 | $14K |
| West Paces Advisors Inc. | 0.00% | No change | 270 | $12K |
| Concord Wealth Partners | 0.00% | Add +1.6% | 185 | $8K |
| American Capital Advisory, LLC | 0.00% | Reduce -17.7% | 135 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -82.5% | 117 | $5K |
| FLP Wealth Management, LLC | 0.01% | — | 117 | $5K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 115 | $5K |
| Ancora Advisors LLC | 0.00% | No change | 96 | $4K |
| NBT Bank, N.A. | 0.00% | No change | 75 | $3K |
| Creative Financial Designs Inc. | 0.00% | Reduce -41.2% | 70 | $3K |
| Noble Wealth Management PBC | 0.00% | — | 13 | $565 |
| High Note Wealth, LLC | 0.00% | New | 1 | $28 |
"% of holder's portfolio" is AOM's weight in each manager's 13F, not the share of iShares Core 40/60 Moderate the manager owns.