iShares Core 40/60 ModerateAOMETF
13F holders, Q3 2025 (September 30)263holders −5
19new positions
23sold out
1famous investor
$47.56avg. 13F price*
At the end of Q3 2025, 263 institutions reported holding iShares Core 40/60 Moderate (AOM) in their 13F filings, down 5 from Q2 2025. 19 opened new positions and 23 sold out. The largest holders were BlackRock, Inc. ($137.4M), LPL Financial LLC ($51.7M) and Foundations Investment Advisors, LLC ($24.2M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Core 40/60 Moderate
- CUSIP
- 464289875
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $6.5M |
| Exits | 23 | $34.1M |
All 13F filers, Q2 2025 → Q3 2025: 626,896 shares bought and 1,315,622 shares sold, net −688,726 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 263 holders
| BlackRock, Inc. | 0.00% | Reduce -1.3% | 2,888,036 | $137.4M |
| LPL Financial LLC | 0.02% | Add +9.7% | 1,086,699 | $51.7M |
| Foundations Investment Advisors, LLC | 0.35% | Add +0.9% | 507,680 | $24.2M |
| Morgan Stanley | 0.00% | Reduce -10.5% | 365,398 | $17.4M |
| Weitzel Financial Services, Inc. | 5.55% | Add +4.0% | 288,776 | $13.6M |
| Royal Bank of Canada | 0.00% | Add +3.1% | 286,192 | $13.6M |
| Ameriprise Financial Inc. | 0.00% | Add +0.1% | 282,076 | $13.4M |
| HUB Investment Partners, LLC | 0.49% | Reduce -0.4% | 278,968 | $13.3M |
| Wells Fargo & Company | 0.00% | Add +2.9% | 258,393 | $12.3M |
| Bank of America Corp. | 0.00% | Add +16.6% | 233,121 | $11.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -9.2% | 210,301 | $9.9M |
| Cetera Investment Advisers | 0.01% | Add +18.4% | 196,485 | $9.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +29.0% | 170,549 | $8.1M |
| Weaver Consulting Group | 1.95% | Add +0.1% | 161,266 | $7.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.4% | 145,115 | $6.9M |
| Investment Advisory Group, LLC | 1.82% | Reduce -0.2% | 140,634 | $6.7M |
| Lodestar Private Asset Management LLC | 0.67% | Add +10.7% | 135,193 | $6.4M |
| Hanover Advisors Inc. | 2.32% | Add +2034.9% | 125,743 | $6.0M |
| American Trust | 0.40% | Add +0.6% | 98,698 | $4.7M |
| Focus Financial Network, Inc. | 0.16% | Reduce -0.6% | 96,595 | $4.6M |
| Consilium Wealth Advisory, LLC | 1.72% | Add +0.8% | 93,663 | $4.5M |
| Financial Advocates Investment Management | 2.50% | Add +4.3% | 93,348 | $4.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.3% | 91,917 | $4.4M |
| Seeds Investor LLC | 0.92% | Add +30.6% | 91,704 | $4.4M |
| Truist Financial Corp. | 0.01% | Reduce -0.4% | 89,949 | $4.3M |
| Raymond James Financial Inc. | 0.00% | Add +3.9% | 80,207 | $3.8M |
| Waverly Advisors, LLC | 0.04% | Add +1.5% | 78,469 | $3.7M |
| Focus Partners Wealth | 0.01% | Reduce -4.4% | 78,183 | $3.7M |
| Onyx Bridge Wealth Group LLC | 0.40% | Add +1.8% | 77,415 | $3.7M |
| Taylor Financial Group, Inc. | 2.06% | Add +10.0% | 75,317 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -21.7% | 73,148 | $3.5M |
| Brookstone Capital Management | 0.04% | Reduce -3.0% | 72,074 | $3.4M |
| Mutual Advisors, LLC | 0.07% | Reduce -1.5% | 68,249 | $3.3M |
| Ellenbecker Investment Group | 0.40% | Add +13.0% | 56,483 | $2.7M |
| Private Advisor Group, LLC | 0.01% | Add +14.8% | 52,715 | $2.5M |
| TRUE Private Wealth Advisors | 0.25% | Reduce -10.7% | 52,284 | $2.5M |
| Enclave Advisors LLC | 0.35% | New | 47,971 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +7.3% | 46,367 | $2.2M |
| Patton Albertson Miller Group, LLC | 0.26% | Reduce -1.0% | 45,529 | $2.2M |
| Aspiriant, LLC | 0.07% | Add +16.6% | 45,218 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.6% | 43,847 | $2.1M |
| Beacon Financial Advisory LLC | 0.48% | Add +0.3% | 43,587 | $2.1M |
| Royal Fund Management, LLC | 0.25% | Reduce -59.4% | 43,292 | $2.1M |
| Manske Wealth Management | 0.62% | Reduce -6.5% | 42,661 | $2.0M |
| UBS Group AG | 0.00% | Add +0.1% | 35,981 | $1.7M |
| Jim Saulnier & Associates, LLC | 0.89% | Add +21.5% | 33,587 | $1.6M |
| LifePlan Financial, LLC | 1.24% | Reduce -12.9% | 32,791 | $1.6M |
| Milestone Asset Management, LLC | 0.29% | Reduce -4.1% | 32,635 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +88.2% | 32,240 | $1.5M |
| Prosperity Consulting Group, LLC | 0.07% | Reduce -2.3% | 28,197 | $1.3M |
| Insigneo Advisory Services, LLC | 0.09% | Reduce -0.0% | 27,880 | $1.3M |
| BlueStem Wealth Partners, LLC | 0.15% | Reduce -4.6% | 27,295 | $1.3M |
| AE Wealth Management LLC | 0.01% | Reduce -74.6% | 26,449 | $1.3M |
| RDA Financial Network | 0.30% | Reduce -1.9% | 25,415 | $1.2M |
| Gallacher Capital Management LLC | 0.48% | Reduce -0.8% | 25,331 | $1.2M |
| Thrive Capital Management, LLC | 0.31% | Reduce -7.7% | 25,243 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -15.7% | 24,656 | $1.2M |
| One Capital Management, LLC | 0.04% | Reduce -26.9% | 24,217 | $1.2M |
| Harbour Investments, Inc. | 0.02% | Reduce -0.7% | 22,819 | $1.1M |
| KMG Fiduciary Partners, LLC | 0.07% | Add +6.1% | 22,720 | $1.1M |
| Fort Henry Capital, LLC | 0.67% | Add +0.5% | 22,117 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Add +13.8% | 21,836 | $1.0M |
| Eight 31 Financial, LLC | 0.57% | Reduce -1.0% | 21,309 | $1.0M |
| Sovereign Financial Group, Inc. | 0.19% | Add +0.9% | 20,922 | $995K |
| Global Financial Private Client, LLC | 0.35% | Add +3.2% | 20,737 | $987K |
| Rothschild Wealth LLC | 0.21% | Reduce -0.9% | 20,692 | $985K |
| Avior Wealth Management, LLC | 0.03% | Add +1.6% | 20,652 | $983K |
| National Bank of Canada | 0.00% | Add +1.9% | 20,258 | $963K |
| MML Investors Services, LLC | 0.00% | Reduce -4.9% | 20,089 | $956K |
| Jones Financial Companies LLLP | 0.00% | Add +12.8% | 19,857 | $940K |
| Ritholtz Wealth Management | 0.02% | Reduce -0.4% | 19,629 | $934K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.4% | 18,933 | $901K |
| World Investment Advisors | 0.02% | Add +0.7% | 18,384 | $875K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -2.8% | 18,113 | $862K |
| Godshalk Welsh Capital Management, Inc. | 0.49% | Add +0.0% | 17,827 | $848K |
| Beacon Investment Advisory Services, Inc. | 0.04% | Reduce -1.1% | 17,826 | $848K |
| Marino, Stram & Associates LLC | 0.15% | Add +0.1% | 17,521 | $834K |
| Independent Financial Group, LLC | 0.02% | Add +1.2% | 17,476 | $832K |
| AlTi Global, Inc. | 0.02% | Reduce -3.4% | 17,102 | $814K |
| Northstar Group, Inc. | 0.12% | Reduce -6.3% | 16,950 | $806K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -12.9% | 16,829 | $801K |
| Legacy Financial Group LLC | 0.10% | Reduce -1.1% | 16,212 | $771K |
| Denver Wealth Management, Inc. | 0.27% | New | 15,428 | $734K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -0.1% | 15,107 | $719K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +4.3% | 14,905 | $709K |
| MAI Capital Management | 0.00% | Reduce -0.5% | 14,782 | $703K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.4% | 14,772 | $703K |
| Mariner, LLC | 0.00% | Add +16.9% | 14,545 | $692K |
| Unique Wealth, LLC | 0.10% | Reduce -0.8% | 14,179 | $675K |
| Sigma Planning Corp | 0.02% | Reduce -3.7% | 13,325 | $634K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +7.3% | 13,123 | $624K |
| Clear Creek Financial Management, LLC | 0.05% | Reduce -2.5% | 12,923 | $615K |
| Money Concepts Capital Corp. | 0.04% | No change | 12,818 | $610K |
| Summit Wealth Partners, LLC | 0.11% | Reduce -26.6% | 12,428 | $591K |
| Plan Group Financial, LLC | 0.15% | Reduce -24.7% | 12,131 | $577K |
| Armstrong, Fleming & Moore, Inc | 0.27% | No change | 12,042 | $573K |
| RFG Advisory, LLC | 0.01% | Add +0.4% | 11,810 | $562K |
| BridgePort Financial Solutions, LLC | 0.15% | Add +2.7% | 11,461 | $545K |
| Integrity Financial Corp | 0.26% | Reduce -8.3% | 11,425 | $544K |
| Waterloo Capital, L.P. | 0.04% | Add +36.7% | 11,086 | $527K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +5.3% | 11,059 | $526K |
| Investment Partners, LTD. | 0.17% | Add +8.7% | 10,379 | $494K |
| Visionary Wealth Advisors | 0.02% | Add +30.3% | 10,323 | $491K |
| Dentgroup LLC | 0.32% | Reduce -22.5% | 10,310 | $491K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.22% | New | 10,255 | $488K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -20.2% | 9,997 | $476K |
| MPS Loria Financial Planners, LLC | 0.13% | Add +3.1% | 9,954 | $474K |
| Captrust Financial Advisors | 0.00% | Reduce -61.3% | 9,636 | $458K |
| Ascent Group, LLC | 0.02% | Add +15.7% | 9,533 | $454K |
| StoneX Group Inc. | 0.02% | Reduce -2.6% | 9,335 | $444K |
| Fort Point Capital Partners LLC | 0.06% | Reduce -6.7% | 9,286 | $442K |
| Mendel Capital Management LLC | 0.23% | No change | 9,280 | $442K |
| Moss Adams Wealth Advisors LLC | 0.03% | Add +0.8% | 9,250 | $440K |
| CENTRAL TRUST Co | 0.01% | Reduce -9.5% | 9,155 | $436K |
| GWN Securities Inc. | 0.10% | Reduce -41.0% | 9,130 | $434K |
| Heirloom Wealth Management | 0.10% | Reduce -5.5% | 9,009 | $429K |
| United Capital Financial Advisors, LLC | 0.00% | Add +1.0% | 8,967 | $427K |
| Wealth Forward, LLC | 0.25% | Add +2.1% | 8,965 | $427K |
| Centaurus Financial, Inc. | 0.02% | Add +0.6% | 8,847 | $421K |
| RTD Financial Advisors, Inc. | 0.05% | Add +0.1% | 8,783 | $418K |
| OneDigital Investment Advisors LLC | 0.00% | Add +25.5% | 8,739 | $416K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -25.5% | 8,656 | $412K |
| First Heartland Consultants, Inc. | 0.03% | Add +13.1% | 8,641 | $411K |
| SimpliFi, Inc. | 0.17% | Reduce -1.6% | 8,312 | $395K |
| GeoWealth Management, LLC | 0.01% | Reduce -50.0% | 8,294 | $395K |
| Tempus Wealth Planning, LLC | 0.09% | Reduce -3.8% | 8,076 | $384K |
| Lido Advisors, LLC | 0.00% | No change | 8,005 | $381K |
| Mason & Associates, LLC | 0.10% | No change | 8,271 | $381K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -2.9% | 7,957 | $379K |
| IHT Wealth Management, LLC | 0.01% | Add +0.0% | 7,940 | $378K |
| CFO4Life Group, LLC | 0.05% | No change | 7,935 | $378K |
| Bay Harbor Wealth Management, LLC | 0.10% | Add +0.0% | 7,891 | $375K |
| Advisory Services Network, LLC | 0.01% | Add +0.5% | 7,771 | $370K |
| Creative Planning | 0.00% | Add +23.3% | 7,647 | $364K |
| Bright Futures Wealth Management, LLC. | 0.29% | — | 7,640 | $364K |
| Efficient Advisors, LLC | 0.02% | New | 7,611 | $362K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -4.9% | 7,339 | $349K |
| Mission Wealth Management, LP | 0.01% | New | 7,171 | $341K |
| Equitable Holdings, Inc. | 0.00% | No change | 7,057 | $336K |
| AQR Capital Management | 0.00% | Add +43.6% | 7,028 | $334K |
| Austin Private Wealth, LLC | 0.03% | No change | 6,955 | $331K |
| Westmount Partners, LLC | 0.09% | Add +58.7% | 6,930 | $331K |
| Archford Capital Strategies, LLC | 0.04% | Reduce -6.1% | 6,953 | $331K |
| National Wealth Management Group, LLC | 0.12% | Add +53.8% | 6,914 | $329K |
| Maxele Advisors, LLC | 0.28% | No change | 6,896 | $328K |
| Leading Edge Financial Planning LLC | 0.08% | Reduce -7.2% | 6,840 | $325K |
| Syverson Strege & Co | 0.08% | Reduce -8.2% | 6,749 | $321K |
| Scotia Capital Inc. | 0.00% | Add +13.2% | 6,718 | $320K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -2.7% | 6,618 | $315K |
| Claro Advisors Inc. | 0.04% | Add +0.8% | 6,400 | $305K |
| Financial Enhancement Group LLC | 0.04% | No change | 6,246 | $298K |
| Bank of Montreal | 0.00% | Add +1.6% | 6,232 | $297K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 6,078 | $289K |
| Rockefeller Capital Management L.P. | 0.00% | New | 6,019 | $286K |
| MKD Wealth Coaches, LLC | 0.28% | Reduce -8.5% | 5,976 | $284K |
| &partners | 0.00% | Add +11.4% | 5,965 | $284K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +2.1% | 5,786 | $275K |
| Sightline Wealth Advisors, LLC | 0.12% | Add +6.2% | 5,724 | $272K |
| Private Client Services, LLC | 0.09% | Add +3.3% | 5,710 | $272K |
| Aprio Wealth Management, LLC | 0.03% | No change | 5,700 | $271K |
| CGN Advisors LLC | 0.02% | Add +4.6% | 5,663 | $269K |
| Empirical Asset Management, LLC | 0.07% | Add +0.8% | 5,584 | $266K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 5,500 | $262K |
| Rwa Wealth Partners, LLC | 0.00% | New | 5,491 | $261K |
| Octavia Wealth Advisors, LLC | 0.03% | New | 5,353 | $255K |
| PFG Private Wealth Management, LLC | 0.11% | New | 5,275 | $251K |
| Integrity Wealth Solutions LLC | 0.11% | Add +18.1% | 5,275 | $251K |
| RFP Financial Group LLC | 0.10% | Add +3.0% | 5,712 | $248K |
| Estate Counselors, LLC | 0.02% | Reduce -4.2% | 5,100 | $243K |
| TPG Financial Advisors, LLC | 0.09% | Add +3.7% | 5,085 | $242K |
| Fiduciary Financial Group, LLC | 0.04% | Add +2.2% | 5,023 | $239K |
| First Commonwealth Financial Corp | 0.04% | No change | 5,000 | $238K |
| Barclays PLC | 0.00% | No change | 5,000 | $238K |
| Evensky & Katz LLC | 0.01% | New | 4,991 | $237K |
| Sanctuary Advisors, LLC | 0.00% | Add +3.7% | 4,932 | $235K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -16.7% | 4,911 | $234K |
| Northwest Wealth Management, LLC | 0.04% | Add +0.2% | 4,822 | $229K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -1.4% | 4,778 | $227K |
| Stonebridge Financial Group, LLC | 0.02% | Add +0.6% | 4,733 | $225K |
| Atria Investments, Inc | 0.00% | Add +1.1% | 4,732 | $225K |
| GTS Securities LLC | 0.01% | Reduce -88.6% | 4,729 | $225K |
| Cwm, LLC | 0.00% | Add +19.4% | 4,707 | $224K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -18.6% | 4,604 | $219K |
| Cardinal Point Capital Management ULC | 0.02% | Add +4.6% | 4,584 | $217K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.0% | 4,495 | $214K |
| Ssa Swiss Advisors AG | 0.10% | No change | 4,433 | $211K |
| Redhawk Wealth Advisors, Inc. | 0.02% | New | 4,341 | $207K |
| Kingsview Wealth Management, LLC | 0.00% | New | 4,322 | $206K |
| Adams Wealth Management | 0.04% | Reduce -10.8% | 4,291 | $204K |
| CacheTech Inc. | 0.04% | Reduce -10.8% | 4,291 | $204K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -96.7% | 4,262 | $203K |
| Wealthgarden F.S. LLC | 0.14% | New | 4,231 | $202K |
| CoreCap Advisors, LLC | 0.01% | Add +6.8% | 4,040 | $192K |
| FMR LLC | 0.00% | Reduce -1.7% | 3,802 | $181K |
| Cornerstone Planning Group LLC | 0.03% | Reduce -9.9% | 3,675 | $176K |
| Proathlete Wealth Management LLC | 0.05% | Add +0.8% | 3,657 | $174K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.34% | Reduce -88.6% | 3,600 | $171K |
| IMA Advisory Services, Inc. | 0.02% | Reduce -64.7% | 3,967 | $168K |
| Blue Trust, Inc. | 0.00% | No change | 3,379 | $161K |
| Allworth Financial LP | 0.00% | Reduce -9.2% | 2,986 | $142K |
| Root Financial Partners, LLC | 0.01% | New | 2,925 | $139K |
| Strategic Advocates LLC | 0.04% | New | 2,828 | $135K |
| SOA Wealth Advisors, LLC. | 0.02% | Add +0.7% | 2,678 | $127K |
| HFM Investment Advisors, LLC | 0.05% | Add +0.7% | 2,636 | $125K |
| Global Retirement Partners, LLC | 0.00% | Add +8.1% | 2,534 | $121K |
| Darwin Wealth Management, LLC | 0.04% | Reduce -1.4% | 2,491 | $119K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -37.3% | 2,450 | $117K |
| Geneos Wealth Management Inc. | 0.00% | Add +92.8% | 2,385 | $113K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -17.2% | 2,115 | $101K |
| Founders Financial Alliance, LLC | 0.02% | No change | 1,958 | $93K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,785 | $85K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -2.0% | 1,744 | $83K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -8.2% | 1,728 | $82K |
| 1 North Wealth Services LLC | 0.03% | Reduce -2.0% | 1,650 | $79K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,645 | $78K |
| Pacific Center for Financial Services | 0.02% | Add +0.8% | 1,567 | $75K |
| Parallel Advisors, LLC | 0.00% | No change | 1,554 | $74K |
| Harbor Investment Advisory, LLC | 0.01% | Add +1.9% | 1,515 | $72K |
| Lanark Financial, Inc. | 0.01% | Add +655.0% | 1,510 | $72K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -29.0% | 1,376 | $65K |
| JNBA Financial Advisors | 0.01% | Add +31.1% | 1,346 | $64K |
| Rossby Financial, LCC | 0.02% | No change | 1,236 | $59K |
| Comprehensive Financial Planning, Inc. | 0.04% | Add +0.8% | 1,186 | $56K |
| Painted Porch Advisors LLC | 0.02% | New | 1,072 | $51K |
| Pineridge Advisors LLC | 0.01% | Add +0.4% | 959 | $46K |
| SouthState Bank Corp | 0.00% | Reduce -19.5% | 820 | $39K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 809 | $38K |
| Assetmark, Inc. | 0.00% | Reduce -16.6% | 724 | $34K |
| Sound Income Strategies, LLC | 0.00% | Reduce -38.8% | 632 | $30K |
| Archer Investment Corp | 0.01% | Add +0.3% | 629 | $30K |
| Wolff Wiese Magana LLC | 0.02% | Reduce -2.9% | 611 | $29K |
| Bogart Wealth, LLC | 0.00% | No change | 595 | $28K |
| UMB Bank, n.a. | 0.00% | Reduce -50.0% | 565 | $27K |
| United Community Bank | 0.01% | No change | 500 | $24K |
| Qube Research & Technologies Ltd | 0.00% | Add +36.3% | 484 | $23K |
| Delta Asset Management LLC | 0.00% | Reduce -7.5% | 430 | $20K |
| IFP Advisors, Inc | 0.00% | No change | 411 | $20K |
| Spire Wealth Management | 0.00% | Reduce -5.2% | 405 | $19K |
| Capital Analysts, LLC | 0.00% | Add +0.8% | 376 | $18K |
| Boreal Capital Management LLC | 0.02% | No change | 371 | $18K |
| Dunhill Financial, LLC | 0.01% | New | 365 | $17K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +0.9% | 318 | $15K |
| Elevation Wealth Partners, LLC | 0.00% | Add +0.7% | 286 | $14K |
| Smartleaf Asset Management LLC | 0.00% | No change | 239 | $11K |
| CX Institutional | 0.00% | No change | 234 | $11K |
| JPL Wealth Management, LLC | 0.00% | New | 216 | $10K |
| Aptus Capital Advisors, LLC | 0.00% | Add +67.6% | 186 | $9K |
| American Capital Advisory, LLC | 0.00% | No change | 135 | $6K |
| Mascoma Wealth Management LLC | 0.00% | No change | 128 | $6K |
| Ancora Advisors LLC | 0.00% | No change | 96 | $5K |
| Wealthspire Advisors, LLC | 0.00% | New | 86 | $4K |
| NBT Bank, N.A. | 0.00% | Reduce -36.0% | 48 | $4K |
| Creative Financial Designs Inc. | 0.00% | Reduce -83.3% | 71 | $3K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 65 | $3K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -43.5% | 65 | $3K |
| FSA Wealth Management LLC | 0.00% | No change | 30 | $3K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -7.0% | 53 | $3K |
| Clearstead Advisors, LLC | 0.00% | No change | 30 | $1K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 30 | $1K |
| BNP Paribas Financial Markets | 0.00% | No change | 25 | $1K |
| Elevate Wealth Advisory, Inc. | 0.00% | Add +45.5% | 16 | $761 |
| Noble Wealth Management PBC | 0.00% | — | 13 | $619 |
| High Note Wealth, LLC | 0.00% | No change | 1 | $31 |
"% 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.