iShares Core 40/60 ModerateAOMETF
13F holders, Q2 2025 (June 30)268holders +8
30new positions
22sold out
2famous investors
$46.03avg. 13F price*
At the end of Q2 2025, 268 institutions reported holding iShares Core 40/60 Moderate (AOM) in their 13F filings, up 8 from Q1 2025. 30 opened new positions and 22 sold out. The largest holders were BlackRock, Inc. ($134.7M), LPL Financial LLC ($45.6M) and Foundations Investment Advisors, LLC ($23.2M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $23.6M |
| Exits | 22 | $4.4M |
All 13F filers, Q1 2025 → Q2 2025: 1,147,872 shares bought and 558,129 shares sold, net +589,743 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 268 holders
| BlackRock, Inc. | 0.00% | Add +0.6% | 2,926,402 | $134.7M |
| LPL Financial LLC | 0.02% | Reduce -0.5% | 990,640 | $45.6M |
| Foundations Investment Advisors, LLC | 0.37% | Add +17.8% | 502,887 | $23.2M |
| Morgan Stanley | 0.00% | Reduce -27.9% | 408,327 | $18.8M |
| Madrid Financial Services | 11.49% | Add +6.6% | 368,333 | $17.0M |
| Ameriprise Financial Inc. | 0.00% | Add +6.7% | 281,931 | $13.0M |
| HUB Investment Partners, LLC | 0.45% | Add +2.3% | 280,175 | $12.9M |
| Weitzel Financial Services, Inc. | 5.44% | Reduce -0.9% | 277,568 | $12.8M |
| Royal Bank of Canada | 0.00% | Add +0.8% | 277,462 | $12.8M |
| Kavar Capital Partners Group, LLC | 1.77% | New | 267,607 | $12.3M |
| Wells Fargo & Company | 0.00% | Reduce -0.9% | 251,200 | $11.6M |
| Osaic Holdings, Inc. | 0.02% | Add +2.6% | 231,706 | $10.7M |
| Bank of America Corp. | 0.00% | Add +0.6% | 200,005 | $9.2M |
| Cetera Investment Advisers | 0.01% | Add +7.3% | 165,931 | $7.6M |
| Weaver Consulting Group | 2.05% | Add +0.6% | 161,042 | $7.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.8% | 141,683 | $6.5M |
| Investment Advisory Group, LLC | 1.96% | Add +3.5% | 140,861 | $6.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +0.1% | 132,219 | $6.1M |
| Ameritas Advisory Services, LLC | 0.31% | Add +18.3% | 128,093 | $5.9M |
| Lodestar Private Asset Management LLC | 0.65% | Add +9.8% | 122,171 | $5.6M |
| Royal Fund Management, LLC | 0.52% | Add +2.4% | 106,655 | $4.9M |
| AE Wealth Management LLC | 0.04% | Add +452.1% | 104,045 | $4.8M |
| American Trust | 0.43% | New | 98,085 | $4.5M |
| Focus Financial Network, Inc. | 0.18% | Reduce -23.0% | 97,221 | $4.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.5% | 93,421 | $4.3M |
| Consilium Wealth Advisory, LLC | 1.81% | Add +10.4% | 92,966 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -20.5% | 91,624 | $4.2M |
| Truist Financial Corp. | 0.01% | Add +0.1% | 90,280 | $4.2M |
| Financial Advocates Investment Management | 0.34% | Add +3.5% | 89,455 | $4.1M |
| Focus Partners Wealth | 0.01% | Add +1.1% | 81,764 | $3.8M |
| Waverly Advisors, LLC | 0.04% | Add +3.0% | 77,284 | $3.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -14.9% | 77,212 | $3.6M |
| Onyx Bridge Wealth Group LLC | 0.46% | Reduce -0.5% | 76,073 | $3.5M |
| Brookstone Capital Management | 0.04% | Reduce -9.0% | 74,295 | $3.4M |
| Seeds Investor LLC | 0.76% | Add +897.8% | 70,234 | $3.2M |
| Mutual Advisors, LLC | 0.08% | Add +0.3% | 69,302 | $3.2M |
| Taylor Financial Group, Inc. | 1.97% | Add +13.5% | 68,457 | $3.2M |
| TRUE Private Wealth Advisors | 0.30% | Reduce -2.8% | 58,524 | $2.7M |
| Smith Anglin Financial, LLC | 0.21% | Reduce -2.1% | 51,096 | $2.4M |
| Ellenbecker Investment Group | 0.37% | Add +1.2% | 49,991 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +69.0% | 49,712 | $2.3M |
| Patton Albertson Miller Group, LLC | 0.28% | Add +6.1% | 45,977 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +441.9% | 45,927 | $2.1M |
| Manske Wealth Management | 0.69% | Reduce -3.3% | 45,622 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Add +148.3% | 45,472 | $2.1M |
| Beacon Financial Advisory LLC | 0.52% | Reduce -1.6% | 43,451 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +8.7% | 43,206 | $2.0M |
| GTS Securities LLC | 0.09% | Add +77.7% | 41,627 | $1.9M |
| Aspiriant, LLC | 0.06% | Add +30.9% | 38,787 | $1.8M |
| LifePlan Financial, LLC | 1.44% | Reduce -0.9% | 37,643 | $1.7M |
| UBS Group AG | 0.00% | Reduce -37.7% | 35,935 | $1.7M |
| Milestone Asset Management, LLC | 0.33% | Reduce -0.6% | 34,039 | $1.6M |
| One Capital Management, LLC | 0.05% | Reduce -48.3% | 33,141 | $1.5M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.19% | Add +2551.7% | 31,476 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +12.5% | 29,261 | $1.3M |
| Prosperity Consulting Group, LLC | 0.10% | Add +16.4% | 28,849 | $1.3M |
| BlueStem Wealth Partners, LLC | 0.16% | Reduce -9.3% | 28,606 | $1.3M |
| Insigneo Advisory Services, LLC | 0.11% | Add +0.1% | 27,882 | $1.3M |
| Jim Saulnier & Associates, LLC | 0.87% | Reduce -3.0% | 27,651 | $1.3M |
| Thrive Capital Management, LLC | 0.39% | New | 27,346 | $1.3M |
| RDA Financial Network | 0.32% | Reduce -0.7% | 25,915 | $1.2M |
| Gallacher Capital Management LLC | 0.54% | Add +3.3% | 25,528 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +176.3% | 24,917 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Add +28.6% | 22,970 | $1.1M |
| Fort Henry Capital, LLC | 0.68% | Add +0.1% | 22,006 | $1.0M |
| Eight 31 Financial, LLC | 0.65% | Add +1.1% | 21,517 | $991K |
| Avantax Advisory Services, Inc. | 0.01% | Add +6.6% | 21,422 | $986K |
| KMG Fiduciary Partners, LLC | 0.07% | Add +9.0% | 21,410 | $986K |
| MML Investors Services, LLC | 0.00% | Add +8.4% | 21,120 | $972K |
| Rothschild Wealth LLC | 0.24% | Add +35.9% | 20,891 | $962K |
| Sovereign Financial Group, Inc. | 0.20% | Add +3.0% | 20,735 | $955K |
| Avior Wealth Management, LLC | 0.03% | Add +3.6% | 20,317 | $935K |
| Global Financial Private Client, LLC | 0.35% | No change | 20,101 | $925K |
| National Bank of Canada | 0.00% | Add +4.5% | 19,883 | $914K |
| Ritholtz Wealth Management | 0.02% | Reduce -3.6% | 19,699 | $907K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.8% | 19,391 | $893K |
| Integrated Wealth Concepts LLC | 0.01% | Add +170.8% | 19,319 | $889K |
| NewEdge Advisors, LLC | 0.00% | Add +0.8% | 19,186 | $883K |
| Axxcess Wealth Management, LLC | 0.02% | Add +149.6% | 18,639 | $858K |
| World Investment Advisors | 0.02% | Add +19.8% | 18,254 | $840K |
| Northstar Group, Inc. | 0.13% | Reduce -1.7% | 18,100 | $833K |
| Beacon Investment Advisory Services, Inc. | 0.04% | Add +3.1% | 18,029 | $830K |
| Godshalk Welsh Capital Management, Inc. | 0.51% | Add +0.1% | 17,821 | $820K |
| AlTi Global, Inc. | 0.02% | Reduce -41.3% | 17,704 | $815K |
| Jones Financial Companies LLLP | 0.00% | Add +39.1% | 17,606 | $808K |
| Marino, Stram & Associates LLC | 0.16% | Reduce -0.3% | 17,494 | $805K |
| Independent Financial Group, LLC | 0.02% | No change | 17,272 | $795K |
| Stifel Financial Corp. | 0.00% | Add +33.0% | 17,131 | $789K |
| Summit Wealth Partners, LLC | 0.15% | Reduce -3.2% | 16,939 | $780K |
| GeoWealth Management, LLC | 0.03% | Reduce -51.9% | 16,584 | $763K |
| Legacy Financial Group LLC | 0.11% | Add +3.8% | 16,388 | $755K |
| Plan Group Financial, LLC | 0.24% | Reduce -2.8% | 16,103 | $741K |
| GWN Securities Inc. | 0.13% | Reduce -8.6% | 15,481 | $713K |
| SteelPeak Wealth, LLC | 0.03% | Add +0.0% | 15,115 | $696K |
| MAI Capital Management | 0.00% | Reduce -7.8% | 14,851 | $684K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.5% | 14,834 | $683K |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -29.3% | 14,784 | $681K |
| Unique Wealth, LLC | 0.11% | Reduce -8.3% | 14,286 | $658K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -0.2% | 14,285 | $658K |
| Sigma Planning Corp | 0.02% | Reduce -31.3% | 13,836 | $637K |
| Dentgroup LLC | 0.43% | No change | 13,310 | $613K |
| Clear Creek Financial Management, LLC | 0.06% | Reduce -4.2% | 13,248 | $610K |
| Money Concepts Capital Corp. | 0.04% | New | 12,818 | $590K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -14.3% | 12,534 | $577K |
| Integrity Financial Corp | 0.29% | Reduce -6.2% | 12,462 | $574K |
| Mariner, LLC | 0.00% | Add +10.9% | 12,445 | $573K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 12,229 | $563K |
| Armstrong, Fleming & Moore, Inc | 0.30% | New | 12,042 | $554K |
| RFG Advisory, LLC | 0.01% | Add +0.9% | 11,763 | $542K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +26.8% | 11,612 | $535K |
| BridgePort Financial Solutions, LLC | 0.17% | Add +1.4% | 11,158 | $514K |
| IMA Advisory Services, Inc. | 0.05% | Add +19.8% | 11,244 | $498K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.5% | 10,504 | $484K |
| CENTRAL TRUST Co | 0.01% | Reduce -8.1% | 10,117 | $466K |
| Fort Point Capital Partners LLC | 0.05% | Reduce -4.5% | 9,951 | $458K |
| MPS Loria Financial Planners, LLC | 0.13% | Add +20.3% | 9,657 | $445K |
| StoneX Group Inc. | 0.02% | Reduce -7.9% | 9,582 | $441K |
| Investment Partners, LTD. | 0.17% | Add +0.6% | 9,552 | $440K |
| Heirloom Wealth Management | 0.12% | Add +11.5% | 9,528 | $439K |
| Mendel Capital Management LLC | 0.24% | No change | 9,280 | $427K |
| Moss Adams Wealth Advisors LLC | 0.04% | Add +0.4% | 9,179 | $423K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -1.8% | 8,881 | $409K |
| Centaurus Financial, Inc. | 0.02% | Add +2.7% | 8,797 | $405K |
| Wealth Forward, LLC | 0.27% | Reduce -0.2% | 8,782 | $404K |
| RTD Financial Advisors, Inc. | 0.05% | Add +0.1% | 8,771 | $404K |
| SimpliFi, Inc. | 0.17% | Add +0.4% | 8,443 | $389K |
| Tempus Wealth Planning, LLC | 0.10% | Reduce -3.6% | 8,394 | $386K |
| Atlas Private Wealth Advisors | 0.05% | No change | 8,392 | $386K |
| Mason & Associates, LLC | 0.10% | Reduce -25.9% | 8,271 | $381K |
| Ascent Group, LLC | 0.01% | No change | 8,241 | $379K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -16.0% | 8,193 | $377K |
| Waterloo Capital, L.P. | 0.03% | Add +48.4% | 8,108 | $373K |
| Lido Advisors, LLC | 0.00% | Add +0.2% | 8,005 | $369K |
| IHT Wealth Management, LLC | 0.01% | Reduce -7.0% | 7,938 | $365K |
| CFO4Life Group, LLC | 0.06% | No change | 7,935 | $365K |
| Visionary Wealth Advisors | 0.02% | Add +7.1% | 7,921 | $365K |
| Bay Harbor Wealth Management, LLC | 0.11% | Reduce -1.4% | 7,889 | $363K |
| Advisory Services Network, LLC | 0.01% | Reduce -18.7% | 7,734 | $354K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -4.3% | 7,714 | $353K |
| Archford Capital Strategies, LLC | 0.04% | Reduce -5.6% | 7,407 | $341K |
| Leading Edge Financial Planning LLC | 0.09% | No change | 7,370 | $339K |
| Syverson Strege & Co | 0.08% | Add +1.1% | 7,353 | $339K |
| Arax Advisory Partners | 0.02% | Add +1.3% | 7,343 | $338K |
| Equitable Holdings, Inc. | 0.00% | Add +18.7% | 7,057 | $325K |
| OneDigital Investment Advisors LLC | 0.00% | New | 6,963 | $321K |
| Austin Private Wealth, LLC | 0.03% | No change | 6,955 | $320K |
| Maxele Advisors, LLC | 0.28% | Reduce -12.6% | 6,896 | $318K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -0.4% | 6,803 | $313K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +0.1% | 6,607 | $304K |
| MKD Wealth Coaches, LLC | 0.32% | Add +7.5% | 6,528 | $301K |
| Claro Advisors Inc. | 0.05% | Add +0.8% | 6,350 | $292K |
| Creative Planning | 0.00% | Add +25.4% | 6,202 | $286K |
| Financial Enhancement Group LLC | 0.04% | No change | 6,246 | $285K |
| Bank of Montreal | 0.00% | Reduce -12.0% | 6,137 | $283K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -0.5% | 6,078 | $280K |
| Scotia Capital Inc. | 0.00% | Add +8.2% | 5,934 | $273K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.8% | 5,898 | $272K |
| Hanover Advisors Inc. | 0.11% | New | 5,890 | $271K |
| Aprio Wealth Management, LLC | 0.03% | No change | 5,700 | $262K |
| First Heartland Consultants, Inc. | 0.02% | No change | 7,641 | $262K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +1.2% | 5,667 | $261K |
| Venturi Wealth Management, LLC | 0.01% | Add +9.8% | 5,655 | $260K |
| Archvest Wealth Advisors, Inc. | 0.23% | Add +2.7% | 5,615 | $259K |
| RFP Financial Group LLC | 0.11% | Reduce -10.4% | 5,544 | $255K |
| Empirical Asset Management, LLC | 0.08% | Reduce -1.1% | 5,538 | $255K |
| Private Client Services, LLC | 0.10% | Add +7.0% | 5,529 | $255K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 5,500 | $253K |
| CGN Advisors LLC | 0.02% | Reduce -7.6% | 5,414 | $249K |
| Sightline Wealth Advisors, LLC | 0.12% | New | 5,388 | $248K |
| FLP Wealth Management, LLC | 0.69% | New | 5,361 | $247K |
| &partners | 0.00% | New | 5,356 | $247K |
| Estate Counselors, LLC | 0.02% | No change | 5,325 | $245K |
| First Commonwealth Financial Corp | 0.05% | No change | 5,000 | $230K |
| Barclays PLC | 0.00% | New | 5,000 | $230K |
| Fiduciary Financial Group, LLC | 0.04% | Add +0.5% | 4,914 | $226K |
| TPG Financial Advisors, LLC | 0.09% | Reduce -3.5% | 4,903 | $226K |
| AQR Capital Management | 0.00% | New | 4,894 | $225K |
| Citadel Advisors | 0.00% | Reduce -25.1% | 4,851 | $223K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -3.4% | 4,847 | $223K |
| Northwest Wealth Management, LLC | 0.04% | Add +0.1% | 4,814 | $222K |
| Adams Wealth Management | 0.04% | New | 4,808 | $221K |
| CacheTech Inc. | 0.04% | New | 4,808 | $221K |
| Philip James Wealth Mangement, LLC | 0.03% | Add +0.4% | 4,805 | $221K |
| Sanctuary Advisors, LLC | 0.00% | New | 4,758 | $219K |
| Stonebridge Financial Group, LLC | 0.02% | Add +0.4% | 4,707 | $217K |
| Atria Investments, Inc | 0.00% | New | 4,683 | $216K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -64.9% | 4,494 | $207K |
| National Wealth Management Group, LLC | 0.12% | New | 4,495 | $207K |
| Integrity Wealth Solutions LLC | 0.10% | New | 4,466 | $206K |
| Ssa Swiss Advisors AG | 0.10% | Reduce -93.8% | 4,433 | $204K |
| Cardinal Point Capital Management ULC | 0.02% | New | 4,384 | $202K |
| Westmount Partners, LLC | 0.06% | Reduce -8.8% | 4,367 | $201K |
| Signature Estate & Investment Advisors LLC | 0.00% | New | 4,364 | $201K |
| Cornerstone Planning Group LLC | 0.04% | Reduce -7.8% | 4,081 | $188K |
| Cwm, LLC | 0.00% | Reduce -18.8% | 3,944 | $182K |
| AdvisorNet Financial, Inc | 0.01% | Add +6.5% | 3,908 | $180K |
| FMR LLC | 0.00% | Add +31.1% | 3,867 | $178K |
| CoreCap Advisors, LLC | 0.01% | Add +9.3% | 3,783 | $174K |
| Proathlete Wealth Management LLC | 0.05% | Add +0.2% | 3,627 | $167K |
| Blue Trust, Inc. | 0.00% | No change | 3,379 | $156K |
| Allworth Financial LP | 0.00% | Reduce -2.3% | 3,287 | $151K |
| SOA Wealth Advisors, LLC. | 0.02% | Reduce -17.7% | 2,659 | $122K |
| HFM Investment Advisors, LLC | 0.05% | Add +1.3% | 2,617 | $120K |
| Darwin Wealth Management, LLC | 0.04% | Reduce -9.8% | 2,526 | $116K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -1.2% | 2,554 | $111K |
| Global Retirement Partners, LLC | 0.00% | — | 2,345 | $108K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 2,047 | $94K |
| Founders Financial Alliance, LLC | 0.02% | No change | 1,958 | $90K |
| Farther Finance Advisors, LLC | 0.00% | Add +85.2% | 1,937 | $89K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -22.0% | 1,883 | $87K |
| McIlrath & Eck, LLC | 0.01% | Add +1.8% | 1,785 | $82K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,780 | $82K |
| 1 North Wealth Services LLC | 0.03% | Add +9.4% | 1,683 | $77K |
| Brown Brothers Harriman & Co. | 0.00% | New | 1,645 | $76K |
| Pacific Center for Financial Services | 0.02% | Add +0.6% | 1,554 | $72K |
| Parallel Advisors, LLC | 0.00% | Reduce -5.9% | 1,554 | $72K |
| Harbor Investment Advisory, LLC | 0.01% | Add +1.7% | 1,487 | $68K |
| Geneos Wealth Management Inc. | 0.00% | Add +47.3% | 1,237 | $57K |
| Rossby Financial, LCC | 0.02% | No change | 1,236 | $57K |
| Comprehensive Financial Planning, Inc. | 0.04% | Add +0.7% | 1,177 | $54K |
| Franklin Resources Inc. | 0.00% | New | 1,163 | $54K |
| UMB Bank, n.a. | 0.00% | New | 1,130 | $52K |
| Sound Income Strategies, LLC | 0.00% | New | 1,032 | $48K |
| JNBA Financial Advisors | 0.00% | Reduce -0.8% | 1,027 | $47K |
| SouthState Bank Corp | 0.00% | Reduce -56.9% | 1,019 | $47K |
| Pineridge Advisors LLC | 0.02% | Add +0.2% | 955 | $44K |
| Assetmark, Inc. | 0.00% | Add +191.3% | 868 | $40K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.1% | 809 | $37K |
| Transce3nd, LLC | 0.02% | Reduce -40.5% | 786 | $36K |
| WestEnd Advisors, LLC | 0.00% | Add +1007.0% | 631 | $29K |
| Wolff Wiese Magana LLC | 0.02% | Add +0.3% | 629 | $29K |
| Archer Investment Corp | 0.01% | Add +0.3% | 627 | $29K |
| Bogart Wealth, LLC | 0.00% | No change | 595 | $27K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 552 | $25K |
| United Community Bank | 0.01% | No change | 500 | $23K |
| Delta Asset Management LLC | 0.00% | Reduce -2.1% | 465 | $21K |
| Wood Tarver Financial Group, LLC | 0.01% | Reduce -8.3% | 465 | $21K |
| Spire Wealth Management | 0.00% | Reduce -33.5% | 427 | $20K |
| Creative Financial Designs Inc. | 0.00% | Add +507.1% | 425 | $20K |
| IFP Advisors, Inc | 0.00% | No change | 411 | $19K |
| Bellwether Advisors, LLC | 0.00% | Add +5.4% | 372 | $17K |
| Boreal Capital Management LLC | 0.02% | — | 371 | $17K |
| Capital Analysts, LLC | 0.00% | Reduce -1.6% | 373 | $17K |
| Aventus Investment Advisors, Inc. | 0.01% | — | 470 | $17K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -85.3% | 355 | $16K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +0.6% | 315 | $14K |
| Elevation Wealth Partners, LLC | 0.01% | Add +0.7% | 284 | $13K |
| CX Institutional | 0.00% | No change | 234 | $11K |
| Smartleaf Asset Management LLC | 0.00% | New | 239 | $11K |
| Creekmur Asset Management LLC | 0.00% | No change | 209 | $10K |
| Lanark Financial, Inc. | 0.00% | Reduce -79.0% | 200 | $9K |
| Concord Wealth Partners | 0.00% | Add +0.5% | 186 | $9K |
| American Capital Advisory, LLC | 0.00% | No change | 135 | $6K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -60.4% | 128 | $6K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -0.9% | 115 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -3.5% | 111 | $5K |
| Ancora Advisors LLC | 0.00% | No change | 96 | $4K |
| Gould Capital, LLC | 0.00% | Reduce -94.3% | 95 | $4K |
| NBT Bank, N.A. | 0.00% | No change | 75 | $3K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 65 | $3K |
| Richard Bernstein Advisors LLC | 0.00% | Add +1325.0% | 57 | $3K |
| FSA Wealth Management LLC | 0.00% | No change | 30 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 40 | $2K |
| Clearstead Advisors, LLC | 0.00% | No change | 30 | $1K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 30 | $1K |
| BNP Paribas Financial Markets | 0.00% | New | 25 | $1K |
| Elevate Wealth Advisory, Inc. | 0.00% | Add +1000.0% | 11 | $506 |
| High Note Wealth, LLC | 0.00% | No change | 1 | $30 |
"% 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.