iShares Core 40/60 ModerateAOMETF
13F holders, Q1 2025 (March 31)260holders −1
31new positions
31sold out
1famous investor
$43.86avg. 13F price*
At the end of Q1 2025, 260 institutions reported holding iShares Core 40/60 Moderate (AOM) in their 13F filings, down 1 from Q4 2024. 31 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($127.7M), LPL Financial LLC ($43.7M) and Morgan Stanley ($24.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Core 40/60 Moderate
- CUSIP
- 464289875
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $5.3M |
| Exits | 31 | $22.7M |
All 13F filers, Q4 2024 → Q1 2025: 889,504 shares bought and 3,173,080 shares sold, net −2,283,576 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 260 holders
| BlackRock, Inc. | 0.00% | Add +5.9% | 2,910,257 | $127.7M |
| LPL Financial LLC | 0.02% | Add +4.8% | 995,458 | $43.7M |
| Morgan Stanley | 0.00% | Reduce -48.4% | 566,367 | $24.9M |
| Foundations Investment Advisors, LLC | 0.35% | Add +19.6% | 426,954 | $18.7M |
| Madrid Financial Services | 11.04% | Add +31.5% | 345,424 | $15.2M |
| Weitzel Financial Services, Inc. | 5.78% | Add +2.2% | 280,083 | $12.1M |
| Royal Bank of Canada | 0.00% | Reduce -13.5% | 275,406 | $12.1M |
| HUB Investment Partners, LLC | 0.48% | Add +7.5% | 273,829 | $12.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -34.4% | 264,141 | $11.6M |
| Wells Fargo & Company | 0.00% | Reduce -73.8% | 253,483 | $11.1M |
| Osaic Holdings, Inc. | 0.02% | Add +10.5% | 225,880 | $9.9M |
| Bank of America Corp. | 0.00% | Add +6.0% | 198,918 | $8.7M |
| Weaver Consulting Group | 2.12% | Reduce -0.0% | 160,042 | $7.0M |
| Cetera Investment Advisers | 0.01% | Add +64.7% | 154,705 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.5% | 139,117 | $6.1M |
| Investment Advisory Group, LLC | 2.00% | Add +1.3% | 136,066 | $6.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -12.2% | 132,110 | $5.8M |
| Focus Financial Network, Inc. | 0.23% | Reduce -33.3% | 126,327 | $5.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.4% | 115,224 | $5.1M |
| Lodestar Private Asset Management LLC | 0.61% | Add +16.8% | 111,254 | $4.9M |
| Ameritas Advisory Services, LLC | 0.19% | Reduce -3.8% | 108,318 | $4.8M |
| Royal Fund Management, LLC | 0.55% | Add +2.5% | 104,144 | $4.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -87.7% | 90,740 | $4.0M |
| Truist Financial Corp. | 0.01% | Reduce -5.2% | 90,160 | $4.0M |
| Financial Advocates Investment Management | 0.27% | Add +5.4% | 86,472 | $3.8M |
| Consilium Wealth Advisory, LLC | 1.85% | Reduce -14.2% | 84,215 | $3.7M |
| Brookstone Capital Management | 0.05% | Reduce -12.1% | 81,636 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +93.3% | 80,912 | $3.6M |
| Focus Partners Wealth | 0.01% | Add +142.7% | 80,865 | $3.5M |
| Onyx Bridge Wealth Group LLC | 0.48% | Add +12.3% | 76,471 | $3.4M |
| Waverly Advisors, LLC | 0.04% | Add +2.4% | 75,044 | $3.3M |
| Ssa Swiss Advisors AG | 1.59% | — | 70,902 | $3.1M |
| Mutual Advisors, LLC | 0.09% | Reduce -2.1% | 69,105 | $3.0M |
| One Capital Management, LLC | 0.10% | Add +61.8% | 64,157 | $2.8M |
| Taylor Financial Group, Inc. | 1.84% | Add +10.8% | 60,312 | $2.6M |
| TRUE Private Wealth Advisors | 0.32% | Add +3.2% | 60,213 | $2.6M |
| UBS Group AG | 0.00% | Reduce -3.8% | 57,721 | $2.5M |
| Smith Anglin Financial, LLC | 0.24% | Add +2.1% | 52,217 | $2.3M |
| Ellenbecker Investment Group | 0.39% | Add +0.3% | 49,394 | $2.2M |
| Manske Wealth Management | 0.78% | Add +2.5% | 47,169 | $2.1M |
| Beacon Financial Advisory LLC | 0.59% | Reduce -2.5% | 44,175 | $1.9M |
| Patton Albertson Miller Group, LLC | 0.28% | Add +1.5% | 43,345 | $1.9M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +87.2% | 40,552 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.0% | 39,761 | $1.7M |
| LifePlan Financial, LLC | 1.45% | Reduce -20.2% | 37,980 | $1.7M |
| GeoWealth Management, LLC | 0.06% | Add +3.6% | 34,497 | $1.5M |
| Milestone Asset Management, LLC | 0.32% | Add +70.2% | 34,243 | $1.5M |
| BlueStem Wealth Partners, LLC | 0.19% | Reduce -10.0% | 31,536 | $1.4M |
| AlTi Global, Inc. | 0.03% | Reduce -57.6% | 30,183 | $1.3M |
| Aspiriant, LLC | 0.05% | No change | 29,629 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +173.1% | 29,407 | $1.3M |
| Jim Saulnier & Associates, LLC | 0.97% | No change | 28,505 | $1.3M |
| Insigneo Advisory Services, LLC | 0.13% | Reduce -0.5% | 27,858 | $1.2M |
| RDA Financial Network | 0.34% | Reduce -2.1% | 26,090 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +169.6% | 26,015 | $1.1M |
| Prosperity Consulting Group, LLC | 0.08% | Add +24.7% | 24,778 | $1.1M |
| Gallacher Capital Management LLC | 0.53% | Reduce -1.5% | 24,725 | $1.1M |
| GTS Securities LLC | 0.04% | Add +203.1% | 23,421 | $1.0M |
| Fort Henry Capital, LLC | 0.69% | Reduce -8.2% | 21,991 | $965K |
| Eight 31 Financial, LLC | 0.60% | Reduce -81.5% | 21,286 | $934K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -4.5% | 20,900 | $917K |
| Ritholtz Wealth Management | 0.03% | Reduce -3.1% | 20,430 | $896K |
| Sovereign Financial Group, Inc. | 0.20% | Reduce -0.4% | 20,140 | $884K |
| Sigma Planning Corp | 0.03% | Reduce -10.9% | 20,124 | $883K |
| Global Financial Private Client, LLC | 0.34% | Add +8.9% | 20,101 | $882K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -6.8% | 20,100 | $882K |
| KMG Fiduciary Partners, LLC | 0.07% | New | 19,641 | $862K |
| Avior Wealth Management, LLC | 0.03% | Add +3.9% | 19,613 | $861K |
| HighTower Advisors, LLC | 0.00% | Add +5.3% | 19,553 | $858K |
| MML Investors Services, LLC | 0.00% | Reduce -1.1% | 19,474 | $855K |
| NewEdge Advisors, LLC | 0.01% | Reduce -11.1% | 19,038 | $835K |
| National Bank of Canada | 0.00% | Add +26.9% | 19,019 | $835K |
| AE Wealth Management LLC | 0.01% | Reduce -4.1% | 18,846 | $827K |
| Northstar Group, Inc. | 0.14% | Reduce -4.6% | 18,406 | $808K |
| JPMorgan Chase & Co. | 0.00% | Add +1.7% | 18,316 | $804K |
| Harbour Investments, Inc. | 0.02% | Reduce -33.3% | 17,867 | $784K |
| Godshalk Welsh Capital Management, Inc. | 0.51% | Add +0.1% | 17,796 | $781K |
| Marino, Stram & Associates LLC | 0.17% | No change | 17,548 | $770K |
| Summit Wealth Partners, LLC | 0.16% | Reduce -1.2% | 17,502 | $768K |
| Beacon Investment Advisory Services, Inc. | 0.04% | Reduce -2.1% | 17,489 | $767K |
| Independent Financial Group, LLC | 0.03% | Reduce -22.4% | 17,272 | $758K |
| GWN Securities Inc. | 0.04% | Add +98.5% | 16,939 | $743K |
| Plan Group Financial, LLC | 0.26% | Reduce -8.8% | 16,574 | $727K |
| MAI Capital Management | 0.01% | Reduce -0.6% | 16,106 | $707K |
| Legacy Financial Group LLC | 0.11% | Reduce -0.3% | 15,790 | $693K |
| Unique Wealth, LLC | 0.13% | Add +75.0% | 15,586 | $684K |
| Rothschild Wealth LLC | 0.19% | Reduce -9.9% | 15,378 | $675K |
| World Investment Advisors | 0.02% | No change | 15,238 | $669K |
| SteelPeak Wealth, LLC | 0.03% | Reduce -8.9% | 15,111 | $663K |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 14,843 | $651K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -18.3% | 14,767 | $648K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +3.3% | 14,624 | $642K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.7% | 14,320 | $628K |
| Clear Creek Financial Management, LLC | 0.06% | Add +4.0% | 13,826 | $607K |
| Dentgroup LLC | 0.44% | No change | 13,310 | $584K |
| Integrity Financial Corp | 0.33% | Reduce -1.3% | 13,283 | $583K |
| Stifel Financial Corp. | 0.00% | Reduce -58.7% | 12,878 | $565K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -88.8% | 12,801 | $562K |
| Jones Financial Companies LLLP | 0.00% | Add +52.3% | 12,653 | $554K |
| RFG Advisory, LLC | 0.01% | No change | 11,652 | $511K |
| Mariner, LLC | 0.00% | Add +0.1% | 11,219 | $492K |
| Mason & Associates, LLC | 0.14% | Reduce -5.9% | 11,161 | $490K |
| CENTRAL TRUST Co | 0.01% | Add +25.0% | 11,003 | $483K |
| BridgePort Financial Solutions, LLC | 0.22% | Add +0.5% | 11,000 | $483K |
| Fort Point Capital Partners LLC | 0.05% | Reduce -8.2% | 10,419 | $457K |
| StoneX Group Inc. | 0.03% | Add +6.1% | 10,404 | $457K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -9.1% | 10,252 | $450K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +3.2% | 9,751 | $428K |
| Advisory Services Network, LLC | 0.01% | Reduce -25.3% | 9,514 | $417K |
| Investment Partners, LTD. | 0.17% | No change | 9,497 | $417K |
| Mendel Capital Management LLC | 0.25% | Reduce -7.8% | 9,280 | $407K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -12.8% | 9,158 | $402K |
| Moss Adams Wealth Advisors LLC | 0.04% | New | 9,144 | $401K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -4.3% | 9,046 | $397K |
| Captrust Financial Advisors | 0.00% | Reduce -12.6% | 9,018 | $396K |
| IMA Advisory Services, Inc. | 0.05% | Reduce -0.2% | 9,387 | $394K |
| Wealth Forward, LLC | 0.27% | Reduce -1.1% | 8,799 | $386K |
| RTD Financial Advisors, Inc. | 0.05% | No change | 8,763 | $385K |
| Tempus Wealth Planning, LLC | 0.11% | Reduce -3.7% | 8,712 | $382K |
| Centaurus Financial, Inc. | 0.02% | Reduce -27.8% | 8,567 | $376K |
| Heirloom Wealth Management | 0.11% | Reduce -27.9% | 8,547 | $375K |
| IHT Wealth Management, LLC | 0.01% | Reduce -1.2% | 8,537 | $375K |
| Private Advisor Group, LLC | 0.00% | Reduce -34.4% | 8,475 | $372K |
| SimpliFi, Inc. | 0.17% | Add +0.9% | 8,409 | $369K |
| Atlas Private Wealth Advisors | 0.05% | Reduce -4.2% | 8,392 | $368K |
| Ascent Group, LLC | 0.02% | New | 8,241 | $362K |
| MPS Loria Financial Planners, LLC | 0.10% | New | 8,026 | $352K |
| Bay Harbor Wealth Management, LLC | 0.11% | Reduce -0.2% | 8,005 | $351K |
| Lido Advisors, LLC | 0.00% | Reduce -15.4% | 7,989 | $351K |
| CFO4Life Group, LLC | 0.06% | No change | 7,935 | $348K |
| Maxele Advisors, LLC | 0.33% | Reduce -1.3% | 7,890 | $346K |
| Archford Capital Strategies, LLC | 0.05% | Reduce -6.2% | 7,845 | $344K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -3.7% | 8,061 | $340K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -11.6% | 7,641 | $335K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -86.6% | 7,467 | $328K |
| Visionary Wealth Advisors | 0.02% | Reduce -5.9% | 7,398 | $325K |
| Bright Futures Wealth Management, LLC. | 0.36% | Add +2.1% | 7,629 | $324K |
| Leading Edge Financial Planning LLC | 0.10% | No change | 7,370 | $323K |
| Syverson Strege & Co | 0.10% | Add +5.5% | 7,272 | $319K |
| Arax Advisory Partners | 0.02% | Reduce -9.4% | 7,251 | $318K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -33.6% | 7,135 | $313K |
| Townsquare Capital LLC | 0.00% | No change | 7,092 | $311K |
| Seeds Investor LLC | 0.09% | New | 7,039 | $309K |
| Bank of Montreal | 0.00% | Reduce -3.3% | 6,977 | $306K |
| Austin Private Wealth, LLC | 0.03% | Reduce -7.4% | 6,955 | $305K |
| Worth Financial Advisory Group, LLC | 0.19% | Add +2.2% | 6,843 | $300K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -3.3% | 6,829 | $300K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +37.2% | 6,597 | $289K |
| Citadel Advisors | 0.00% | New | 6,478 | $284K |
| Claro Advisors Inc. | 0.04% | Add +0.8% | 6,300 | $276K |
| RFP Financial Group LLC | 0.11% | Add +8.3% | 6,187 | $272K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 6,109 | $268K |
| Financial Enhancement Group LLC | 0.04% | Reduce -87.1% | 6,246 | $268K |
| MKD Wealth Coaches, LLC | 0.30% | Reduce -23.4% | 6,071 | $266K |
| Equitable Holdings, Inc. | 0.00% | New | 5,945 | $261K |
| CGN Advisors LLC | 0.03% | Add +1.1% | 5,857 | $257K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 5,853 | $257K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.9% | 5,808 | $255K |
| Aprio Wealth Management, LLC | 0.03% | No change | 5,700 | $250K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -7.2% | 5,599 | $246K |
| Empirical Asset Management, LLC | 0.08% | Reduce -0.4% | 5,597 | $246K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 5,500 | $241K |
| Scotia Capital Inc. | 0.00% | No change | 5,484 | $241K |
| Archvest Wealth Advisors, Inc. | 0.20% | Reduce -13.7% | 5,465 | $240K |
| Waterloo Capital, L.P. | 0.02% | New | 5,465 | $240K |
| Estate Counselors, LLC | 0.02% | Reduce -13.5% | 5,325 | $234K |
| Private Client Services, LLC | 0.11% | Reduce -8.8% | 5,165 | $227K |
| Venturi Wealth Management, LLC | 0.01% | Add +10.3% | 5,149 | $226K |
| High Falls Advisors, Inc | 0.05% | New | 5,138 | $225K |
| TPG Financial Advisors, LLC | 0.10% | Reduce -5.0% | 5,083 | $223K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 5,019 | $220K |
| First Commonwealth Financial Corp | 0.05% | New | 5,000 | $219K |
| Creative Planning | 0.00% | Reduce -6.8% | 4,944 | $217K |
| Brandywine Oak Private Wealth LLC | 0.02% | Add +0.7% | 4,870 | $214K |
| Cwm, LLC | 0.00% | Add +12.8% | 4,857 | $213K |
| Northwest Wealth Management, LLC | 0.04% | Add +0.0% | 4,810 | $211K |
| Philip James Wealth Mangement, LLC | 0.03% | Reduce -14.3% | 4,788 | $210K |
| Westmount Partners, LLC | 0.06% | New | 4,788 | $210K |
| Summit Financial, LLC | 0.01% | New | 4,713 | $207K |
| Fiduciary Financial Group, LLC | 0.04% | Add +0.5% | 4,888 | $206K |
| Stonebridge Financial Group, LLC | 0.02% | Reduce -4.1% | 4,688 | $206K |
| Cornerstone Planning Group LLC | 0.05% | Add +13.6% | 4,427 | $190K |
| AdvisorNet Financial, Inc | 0.01% | Add +11.7% | 3,670 | $161K |
| Proathlete Wealth Management LLC | 0.06% | New | 3,620 | $159K |
| CoreCap Advisors, LLC | 0.01% | Reduce -7.9% | 3,460 | $152K |
| Blue Trust, Inc. | 0.00% | No change | 3,379 | $148K |
| Columbia River Financial Group, LLC | 0.10% | New | 3,381 | $148K |
| Allworth Financial LP | 0.00% | Reduce -2.2% | 3,363 | $146K |
| SOA Wealth Advisors, LLC. | 0.03% | No change | 3,230 | $142K |
| FMR LLC | 0.00% | Add +88.3% | 2,949 | $129K |
| Darwin Wealth Management, LLC | 0.04% | No change | 2,802 | $122K |
| Sunbelt Securities, Inc. | 0.01% | Add +1.2% | 2,584 | $113K |
| HFM Investment Advisors, LLC | 0.06% | — | 2,583 | $113K |
| Qube Research & Technologies Ltd | 0.00% | Add +340.6% | 2,419 | $106K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -17.4% | 2,414 | $106K |
| SouthState Bank Corp | 0.00% | New | 2,362 | $104K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -0.1% | 1,958 | $86K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,780 | $78K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +1.2% | 1,771 | $78K |
| McIlrath & Eck, LLC | 0.01% | Reduce -0.3% | 1,753 | $77K |
| Gould Capital, LLC | 0.05% | No change | 1,670 | $73K |
| Parallel Advisors, LLC | 0.00% | No change | 1,651 | $72K |
| Pacific Center for Financial Services | 0.02% | No change | 1,545 | $68K |
| 1 North Wealth Services LLC | 0.03% | New | 1,538 | $67K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -8.2% | 1,462 | $64K |
| Transce3nd, LLC | 0.03% | Add +4.8% | 1,322 | $58K |
| Rossby Financial, LCC | 0.02% | New | 1,236 | $54K |
| Larson Financial Group LLC | 0.00% | New | 1,190 | $52K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +111.2% | 1,187 | $52K |
| Elite Financial, Inc. | 0.03% | New | 1,200 | $52K |
| Comprehensive Financial Planning, Inc. | 0.05% | Reduce -0.1% | 1,169 | $51K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -10.8% | 1,046 | $46K |
| JNBA Financial Advisors | 0.00% | Reduce -20.8% | 1,035 | $45K |
| Capital A Wealth Management, LLC | 0.05% | Reduce -27.3% | 1,011 | $44K |
| Comerica Bank | 0.00% | Reduce -81.2% | 968 | $42K |
| Pineridge Advisors LLC | 0.02% | No change | 953 | $42K |
| Lanark Financial, Inc. | 0.00% | — | 950 | $41K |
| Runnymede Capital Advisors, Inc. | 0.04% | No change | 902 | $40K |
| Kestra Investment Management, LLC | 0.00% | New | 900 | $39K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -37.0% | 840 | $37K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -51.1% | 826 | $36K |
| Spire Wealth Management | 0.00% | Reduce -46.1% | 642 | $28K |
| Wolff Wiese Magana LLC | 0.02% | No change | 627 | $27K |
| Archer Investment Corp | 0.01% | No change | 625 | $27K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 625 | $27K |
| Bogart Wealth, LLC | 0.00% | No change | 595 | $26K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 552 | $24K |
| Wood Tarver Financial Group, LLC | 0.01% | Reduce -41.1% | 507 | $22K |
| United Community Bank | 0.01% | No change | 500 | $22K |
| Delta Asset Management LLC | 0.00% | No change | 475 | $21K |
| IFP Advisors, Inc | 0.00% | No change | 411 | $18K |
| Capital Analysts, LLC | 0.00% | No change | 379 | $17K |
| Wayfinding Financial, LLC | 0.01% | New | 369 | $16K |
| Bellwether Advisors, LLC | 0.00% | Reduce -51.3% | 353 | $15K |
| Mascoma Wealth Management LLC | 0.00% | No change | 323 | $14K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -0.6% | 313 | $14K |
| Assetmark, Inc. | 0.00% | Reduce -61.0% | 298 | $13K |
| Elevation Wealth Partners, LLC | 0.01% | New | 282 | $12K |
| West Paces Advisors Inc. | 0.00% | No change | 270 | $12K |
| Asset Dedication, LLC | 0.00% | New | 264 | $12K |
| Golden State Wealth Management, LLC | 0.00% | New | 262 | $11K |
| CX Institutional | 0.00% | New | 234 | $10K |
| Creekmur Asset Management LLC | 0.00% | New | 209 | $9K |
| Concord Wealth Partners | 0.00% | No change | 185 | $8K |
| American Capital Advisory, LLC | 0.00% | No change | 135 | $6K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Add +0.9% | 116 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.7% | 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% | No change | 70 | $3K |
| N.E.W. Advisory Services LLC | 0.00% | New | 70 | $3K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | — | 65 | $3K |
| WestEnd Advisors, LLC | 0.00% | Reduce -97.7% | 57 | $3K |
| FSA Wealth Management LLC | 0.00% | Reduce -93.7% | 30 | $2K |
| Clearstead Advisors, LLC | 0.00% | New | 30 | $1K |
| Noble Wealth Management PBC | 0.00% | No change | 13 | $570 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 4 | $176 |
| Richard Bernstein Advisors LLC | 0.00% | Add +0.0% | 4 | $169 |
| Elevate Wealth Advisory, Inc. | 0.00% | New | 1 | $44 |
| High Note Wealth, LLC | 0.00% | No change | 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.