iShares Core 40/60 ModerateAOMETF
13F holders, Q4 2025 (December 31)286holders +23
33new positions
20sold out
2famous investors
$47.73avg. 13F price*
At the end of Q4 2025, 286 institutions reported holding iShares Core 40/60 Moderate (AOM) in their 13F filings, up 23 from Q3 2025. 33 opened new positions and 20 sold out. The largest holders were BlackRock, Inc. ($139.4M), LPL Financial LLC ($60.7M) and Morgan Stanley ($40.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $26.9M |
| Exits | 20 | $2.7M |
All 13F filers, Q3 2025 → Q4 2025: 2,528,719 shares bought and 400,045 shares sold, net +2,128,674 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 286 holders
| BlackRock, Inc. | 0.00% | Add +1.1% | 2,920,823 | $139.4M |
| LPL Financial LLC | 0.02% | Add +17.1% | 1,272,723 | $60.7M |
| Morgan Stanley | 0.00% | Add +134.4% | 856,486 | $40.9M |
| Wells Fargo & Company | 0.01% | Add +110.9% | 545,000 | $26.0M |
| Foundations Investment Advisors, LLC | 0.33% | Add +4.7% | 531,618 | $25.4M |
| Raymond James Financial Inc. | 0.01% | Add +449.3% | 440,592 | $21.0M |
| Ameriprise Financial Inc. | 0.00% | Add +30.7% | 368,686 | $17.6M |
| Royal Bank of Canada | 0.00% | Add +12.7% | 322,490 | $15.4M |
| Weitzel Financial Services, Inc. | 5.58% | Add +4.3% | 301,264 | $14.4M |
| Bank of America Corp. | 0.00% | Add +25.7% | 293,025 | $14.0M |
| HUB Investment Partners, LLC | 0.37% | Add +0.9% | 281,500 | $13.4M |
| AJ Advisors, LLC | 4.74% | New | 269,096 | $12.8M |
| Cetera Investment Advisers | 0.01% | Add +11.2% | 218,395 | $10.4M |
| Weaver Consulting Group | 2.03% | Add +8.0% | 174,178 | $8.3M |
| Investment Advisory Group, LLC | 1.78% | Add +3.3% | 145,203 | $6.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.1% | 145,030 | $6.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -31.9% | 143,133 | $6.8M |
| Lodestar Private Asset Management LLC | 0.68% | Add +5.2% | 142,244 | $6.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -30.5% | 118,502 | $5.7M |
| Royal Fund Management, LLC | 0.50% | Add +163.3% | 113,987 | $5.4M |
| Focus Financial Network, Inc. | 0.16% | Add +2.5% | 99,010 | $4.7M |
| Western Wealth Management, LLC | 0.21% | New | 93,451 | $4.5M |
| Consilium Wealth Advisory, LLC | 1.62% | Reduce -1.6% | 92,207 | $4.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.3% | 90,743 | $4.4M |
| Truist Financial Corp. | 0.01% | Add +0.8% | 90,678 | $4.3M |
| Waverly Advisors, LLC | 0.03% | Add +6.4% | 83,485 | $4.0M |
| Seeds Investor LLC | 0.73% | Reduce -12.9% | 79,861 | $3.8M |
| Hanover Advisors Inc. | 1.46% | Reduce -37.4% | 78,751 | $3.8M |
| Ellenbecker Investment Group | 0.53% | Add +39.1% | 78,592 | $3.8M |
| Onyx Bridge Wealth Group LLC | 0.40% | Add +0.9% | 78,096 | $3.7M |
| Focus Partners Wealth | 0.00% | Reduce -0.6% | 77,739 | $3.7M |
| Ameritas Advisory Services, LLC | 0.14% | Add +1723.8% | 77,730 | $3.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.0% | 75,304 | $3.6M |
| Taylor Financial Group, Inc. | 2.09% | Reduce -1.1% | 74,512 | $3.6M |
| Brookstone Capital Management | 0.04% | Add +0.2% | 72,240 | $3.4M |
| Mutual Advisors, LLC | 0.07% | Reduce -1.0% | 67,597 | $3.2M |
| VVR Holdings LLC | 1.61% | — | 64,935 | $3.1M |
| KilterHowling LLC | 1.51% | New | 62,237 | $3.0M |
| Private Advisor Group, LLC | 0.01% | Add +7.3% | 56,576 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +11.4% | 51,664 | $2.5M |
| TRUE Private Wealth Advisors | 0.24% | Reduce -3.6% | 50,405 | $2.4M |
| Jim Saulnier & Associates, LLC | 1.18% | Add +42.2% | 47,767 | $2.3M |
| Enclave Advisors LLC | 0.32% | Reduce -1.3% | 47,345 | $2.3M |
| Aspiriant, LLC | 0.06% | No change | 45,218 | $2.2M |
| Beacon Financial Advisory LLC | 0.48% | Add +0.3% | 43,727 | $2.1M |
| Manske Wealth Management | 0.60% | Reduce -0.3% | 42,511 | $2.0M |
| Patton Albertson Miller Group, LLC | 0.24% | Reduce -7.2% | 42,241 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +23.7% | 39,868 | $1.9M |
| UBS Group AG | 0.00% | Reduce -7.2% | 33,399 | $1.6M |
| Legacy Wealth Partners, LLC | 0.41% | — | 33,320 | $1.6M |
| Milestone Asset Management, LLC | 0.29% | Reduce -1.5% | 32,135 | $1.5M |
| LifePlan Financial, LLC | 1.17% | Reduce -2.4% | 31,999 | $1.5M |
| Prosperity Consulting Group, LLC | 0.06% | Reduce -0.8% | 27,986 | $1.3M |
| Insigneo Advisory Services, LLC | 0.10% | Add +0.1% | 27,895 | $1.3M |
| One Capital Management, LLC | 0.04% | Add +11.4% | 26,986 | $1.3M |
| Gallacher Capital Management LLC | 0.49% | Add +5.5% | 26,734 | $1.3M |
| BlueStem Wealth Partners, LLC | 0.14% | Reduce -4.3% | 26,127 | $1.2M |
| American Trust | 0.10% | Reduce -74.1% | 25,565 | $1.2M |
| Harbour Investments, Inc. | 0.02% | Add +11.8% | 25,510 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Add +41.4% | 24,702 | $1.2M |
| RDA Financial Network | 0.28% | Reduce -2.9% | 24,670 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Add +11.0% | 24,243 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +13.0% | 27,858 | $1.1M |
| KMG Fiduciary Partners, LLC | 0.08% | Add +1.6% | 23,096 | $1.1M |
| Wedbush Securities Inc. | 0.03% | New | 23,000 | $1.1M |
| Fort Henry Capital, LLC | 0.66% | Add +2.0% | 22,557 | $1.1M |
| Sovereign Financial Group, Inc. | 0.19% | Add +5.9% | 22,148 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +11.5% | 22,136 | $1.1M |
| Rothschild Wealth LLC | 0.10% | Add +6.4% | 22,010 | $1.1M |
| Godshalk Welsh Capital Management, Inc. | 0.59% | Add +22.3% | 21,799 | $1.0M |
| National Bank of Canada | 0.00% | Add +6.7% | 21,621 | $1.0M |
| Avior Wealth Management, LLC | 0.03% | Add +2.8% | 21,224 | $1.0M |
| High Net Worth Advisory Group LLC | 0.23% | New | 21,200 | $1.0M |
| Global Financial Private Client, LLC | 0.35% | Add +1.1% | 20,973 | $1.0M |
| Eight 31 Financial, LLC | 0.55% | Reduce -2.0% | 20,886 | $997K |
| Axxcess Wealth Management, LLC | 0.02% | Add +13.8% | 20,606 | $984K |
| GTS Securities LLC | 0.03% | Add +334.3% | 20,538 | $980K |
| Ritholtz Wealth Management | 0.02% | Add +4.5% | 20,513 | $979K |
| Thrive Capital Management, LLC | 0.22% | Reduce -19.2% | 20,390 | $973K |
| Denver Wealth Management, Inc. | 0.34% | Add +28.6% | 19,848 | $947K |
| HighTower Advisors, LLC | 0.00% | Add +3.6% | 19,610 | $936K |
| World Investment Advisors | 0.01% | Add +3.5% | 19,025 | $908K |
| MML Investors Services, LLC | 0.00% | Reduce -5.7% | 18,939 | $904K |
| JPMorgan Chase & Co. | 0.00% | Reduce -57.1% | 18,808 | $898K |
| Janney Montgomery Scott LLC | 0.00% | Add +306.2% | 18,257 | $871K |
| Beacon Investment Advisory Services, Inc. | 0.03% | Add +0.2% | 17,856 | $852K |
| Marino, Stram & Associates LLC | 0.15% | Add +0.9% | 17,674 | $844K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.7% | 16,949 | $809K |
| Legacy Financial Group LLC | 0.10% | Add +3.0% | 16,692 | $808K |
| Northstar Group, Inc. | 0.11% | Reduce -1.8% | 16,650 | $795K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.4% | 16,017 | $765K |
| AlTi Global, Inc. | 0.02% | Reduce -11.2% | 15,195 | $725K |
| Laurel Oak Wealth Management, LLC | 0.12% | — | 14,879 | $710K |
| Unique Wealth, LLC | 0.10% | Add +3.9% | 14,730 | $703K |
| MAI Capital Management | 0.00% | Reduce -0.6% | 14,701 | $702K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -1.6% | 14,671 | $700K |
| Sigma Planning Corp | 0.02% | Add +8.4% | 14,441 | $689K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -4.7% | 14,391 | $687K |
| Money Concepts Capital Corp. | 0.04% | Add +11.2% | 14,247 | $680K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.24% | Add +295.3% | 14,231 | $679K |
| Mariner, LLC | 0.00% | Reduce -2.4% | 14,193 | $677K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +5.4% | 13,836 | $660K |
| Hopwood Nicholas Hunter | 0.21% | — | 13,777 | $658K |
| Advisory Services Network, LLC | 0.01% | Add +76.2% | 13,690 | $653K |
| Gilpin Wealth Management, LLC | 0.50% | — | 13,303 | $635K |
| AE Wealth Management LLC | 0.00% | Reduce -50.1% | 13,191 | $630K |
| Summit Wealth Partners, LLC | 0.11% | Add +4.3% | 12,962 | $619K |
| Armstrong, Fleming & Moore, Inc | 0.27% | No change | 12,042 | $575K |
| Visionary Wealth Advisors | 0.03% | Add +13.4% | 11,704 | $559K |
| Integrity Financial Corp | 0.28% | Reduce -0.3% | 11,394 | $544K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +13.4% | 11,337 | $541K |
| Wealth Forward, LLC | 0.30% | Add +25.2% | 11,223 | $536K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.0% | 11,060 | $528K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -14.8% | 11,012 | $526K |
| BridgePort Financial Solutions, LLC | 0.14% | Reduce -4.8% | 10,915 | $521K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Add +149.8% | 10,844 | $518K |
| Waterloo Capital, L.P. | 0.04% | Reduce -2.6% | 10,800 | $515K |
| Mosley Wealth Management | 0.23% | — | 10,708 | $510K |
| MPS Loria Financial Planners, LLC | 0.13% | Add +6.0% | 10,550 | $504K |
| Investment Partners, LTD. | 0.18% | Add +1.6% | 10,541 | $503K |
| Dentgroup LLC | 0.34% | No change | 10,310 | $492K |
| CENTRAL TRUST Co | 0.01% | Add +11.7% | 10,229 | $488K |
| United Capital Financial Advisors, LLC | 0.00% | Add +8.8% | 9,755 | $466K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +12.7% | 9,751 | $465K |
| Plan Group Financial, LLC | 0.12% | Reduce -20.9% | 9,598 | $458K |
| GWN Securities Inc. | 0.09% | Add +4.8% | 9,568 | $457K |
| Centaurus Financial, Inc. | 0.02% | Add +8.0% | 9,552 | $456K |
| Ascent Group, LLC | 0.02% | No change | 9,533 | $455K |
| Oppenheimer Asset Management Inc. | 0.01% | New | 9,466 | $452K |
| Moss Adams Wealth Advisors LLC | 0.03% | Add +0.5% | 9,300 | $444K |
| StoneX Group Inc. | 0.02% | Reduce -2.1% | 9,135 | $436K |
| Heirloom Wealth Management | 0.10% | Add +0.9% | 9,094 | $434K |
| Syverson Strege & Co | 0.10% | Add +32.3% | 8,928 | $426K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +79.9% | 8,834 | $422K |
| Capital Asset Managemnet, LLC | 0.46% | — | 8,775 | $419K |
| RTD Financial Advisors, Inc. | 0.05% | Reduce -0.3% | 8,753 | $418K |
| Strategic Blueprint, LLC | 0.02% | New | 8,751 | $418K |
| Paragon Advisors, LLC | 0.11% | New | 8,751 | $418K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -1.0% | 8,651 | $413K |
| Tempus Wealth Planning, LLC | 0.09% | Add +7.0% | 8,640 | $412K |
| Fort Point Capital Partners LLC | 0.05% | Reduce -8.3% | 8,515 | $412K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -0.6% | 8,588 | $410K |
| Captrust Financial Advisors | 0.00% | Reduce -12.0% | 8,477 | $405K |
| Kastel Capital Advisors, LLC | 0.25% | — | 8,440 | $403K |
| Premier Private Wealth Management LLC | 0.41% | — | 8,241 | $399K |
| SimpliFi, Inc. | 0.17% | Reduce -0.2% | 8,299 | $396K |
| GeoWealth Management, LLC | 0.01% | Reduce -0.8% | 8,231 | $393K |
| Bay Harbor Wealth Management, LLC | 0.10% | Add +2.5% | 8,092 | $386K |
| Lido Advisors, LLC | 0.00% | No change | 8,005 | $381K |
| IHT Wealth Management, LLC | 0.01% | Add +0.1% | 7,944 | $379K |
| CFO4Life Group, LLC | 0.05% | No change | 7,935 | $379K |
| Citadel Advisors | 0.00% | New | 7,824 | $373K |
| Cwm, LLC | 0.00% | Add +65.9% | 7,808 | $373K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -2.3% | 7,772 | $371K |
| Bright Futures Wealth Management, LLC. | 0.27% | Add +0.3% | 7,662 | $366K |
| Creative Planning | 0.00% | Reduce -0.8% | 7,584 | $362K |
| Maxele Advisors, LLC | 0.29% | Add +7.5% | 7,416 | $354K |
| RFG Advisory, LLC | 0.01% | Reduce -37.4% | 7,391 | $353K |
| Efficient Advisors, LLC | 0.02% | Reduce -3.8% | 7,321 | $349K |
| Worth Financial Advisory Group, LLC | 0.17% | New | 7,310 | $349K |
| Westmount Partners, LLC | 0.08% | Add +2.2% | 7,080 | $338K |
| AQR Capital Management | 0.00% | No change | 7,028 | $335K |
| Xena Financial Planning, LLC | 0.39% | — | 6,960 | $332K |
| Austin Private Wealth, LLC | 0.02% | No change | 6,955 | $332K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +3.5% | 6,850 | $327K |
| National Wealth Management Group, LLC | 0.11% | Reduce -1.6% | 6,805 | $325K |
| Archford Capital Strategies, LLC | 0.04% | Reduce -2.1% | 6,804 | $325K |
| Smith Partners Wealth Management, LLC | 0.29% | — | 6,661 | $318K |
| Arax Advisory Partners | 0.01% | New | 6,643 | $317K |
| Leading Edge Financial Planning LLC | 0.07% | Reduce -3.5% | 6,597 | $315K |
| Bank of Montreal | 0.00% | Add +3.8% | 6,470 | $309K |
| Claro Advisors Inc. | 0.04% | Add +0.8% | 6,450 | $308K |
| Equitable Holdings, Inc. | 0.00% | Reduce -10.2% | 6,339 | $303K |
| Mission Wealth Management, LP | 0.01% | Reduce -15.2% | 6,084 | $290K |
| Potentia Wealth | 0.11% | New | 6,037 | $288K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.2% | 6,029 | $288K |
| MKD Wealth Coaches, LLC | 0.29% | Add +0.6% | 6,013 | $287K |
| CGN Advisors LLC | 0.02% | Add +3.3% | 5,847 | $279K |
| Aprio Wealth Management, LLC | 0.02% | No change | 5,700 | $272K |
| Empirical Asset Management, LLC | 0.08% | Add +1.7% | 5,677 | $271K |
| Private Client Services, LLC | 0.08% | Reduce -3.5% | 5,508 | $263K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 5,500 | $263K |
| Scotia Capital Inc. | 0.00% | Reduce -18.4% | 5,484 | $262K |
| Sightline Wealth Advisors, LLC | 0.11% | Reduce -4.4% | 5,472 | $261K |
| TBH Global Asset Management, LLC | 0.04% | New | 3,050 | $261K |
| Cerity Partners LLC | 0.00% | New | 5,415 | $259K |
| Sherman Wealth Management LLC | 0.22% | — | 5,396 | $258K |
| Integrity Wealth Solutions LLC | 0.10% | Add +1.3% | 5,341 | $255K |
| &partners | 0.00% | Reduce -11.3% | 5,290 | $252K |
| Financial Enhancement Group LLC | 0.03% | Reduce -16.0% | 5,246 | $252K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Reduce -14.1% | 5,224 | $249K |
| Fiduciary Financial Group, LLC | 0.03% | Add +2.7% | 5,160 | $246K |
| First Commonwealth Financial Corp | 0.04% | No change | 5,000 | $239K |
| Adams Wealth Management | 0.05% | Add +15.8% | 4,968 | $237K |
| CacheTech Inc. | 0.04% | Add +15.8% | 4,968 | $237K |
| Thrivent Financial for Lutherans | 0.00% | New | 4,874 | $233K |
| Atria Investments, Inc | 0.00% | Add +2.8% | 4,865 | $232K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -15.9% | 4,864 | $232K |
| Venturi Wealth Management, LLC | 0.01% | Add +4.0% | 4,788 | $228K |
| Nicolet Advisory Services, LLC | 0.02% | Reduce -36.1% | 4,690 | $227K |
| TPG Financial Advisors, LLC | 0.07% | Reduce -8.9% | 4,633 | $221K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -15.7% | 4,629 | $221K |
| Coordinated Financial Services, Inc. | 0.13% | New | 4,608 | $220K |
| Cardinal Point Capital Management ULC | 0.01% | No change | 4,584 | $219K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 4,505 | $215K |
| Blue Trust, Inc. | 0.00% | Add +31.7% | 4,450 | $212K |
| Kingsview Wealth Management, LLC | 0.00% | Add +1.4% | 4,384 | $209K |
| Aquire Wealth Advisors, LLC | 0.05% | New | 4,330 | $207K |
| CoreCap Advisors, LLC | 0.01% | Add +6.8% | 4,314 | $206K |
| Wealthgarden F.S. LLC | 0.14% | No change | 4,231 | $205K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -10.8% | 4,260 | $203K |
| Madrid Financial Services | 0.15% | New | 4,247 | $203K |
| FMR LLC | 0.00% | Add +11.3% | 4,231 | $202K |
| Ssa Swiss Advisors AG | 0.09% | Reduce -9.7% | 4,003 | $191K |
| Cornerstone Planning Group LLC | 0.03% | Add +5.2% | 3,866 | $188K |
| Allworth Financial LP | 0.00% | Add +24.9% | 3,728 | $178K |
| Proathlete Wealth Management LLC | 0.05% | Add +1.7% | 3,719 | $178K |
| Farther Finance Advisors, LLC | 0.00% | Add +161.2% | 3,594 | $172K |
| Parallel Advisors, LLC | 0.00% | Add +128.7% | 3,554 | $170K |
| IMA Advisory Services, Inc. | 0.01% | Reduce -19.5% | 3,192 | $152K |
| Root Financial Partners, LLC | 0.01% | No change | 2,925 | $140K |
| Strategic Advocates LLC | 0.03% | Reduce -0.2% | 2,823 | $135K |
| AdvisorNet Financial, Inc | 0.01% | Add +15.0% | 2,818 | $134K |
| SOA Wealth Advisors, LLC. | 0.02% | Add +1.5% | 2,718 | $130K |
| HFM Investment Advisors, LLC | 0.05% | Reduce -0.5% | 2,624 | $125K |
| Global Retirement Partners, LLC | 0.00% | Add +1.1% | 2,563 | $122K |
| Darwin Wealth Management, LLC | 0.04% | Reduce -4.0% | 2,391 | $114K |
| Lanark Financial, Inc. | 0.01% | Add +57.6% | 2,380 | $114K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -0.7% | 2,369 | $113K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.1% | 2,117 | $101K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -2.8% | 1,903 | $91K |
| McIlrath & Eck, LLC | 0.01% | Add +0.8% | 1,800 | $86K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,744 | $84K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,728 | $82K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,645 | $79K |
| Pacific Center for Financial Services | 0.02% | No change | 1,567 | $75K |
| Qube Research & Technologies Ltd | 0.00% | Add +210.5% | 1,503 | $72K |
| International Assets Investment Management, LLC | 0.00% | New | 1,500 | $72K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -4.1% | 1,453 | $69K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | Add +4656.7% | 1,427 | $68K |
| JNBA Financial Advisors | 0.01% | Add +1.1% | 1,361 | $65K |
| 1 North Wealth Services LLC | 0.02% | Reduce -18.4% | 1,346 | $64K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,257 | $60K |
| Rossby Financial, LCC | 0.02% | No change | 1,236 | $59K |
| Comprehensive Financial Planning, Inc. | 0.04% | Add +1.7% | 1,206 | $58K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.5% | 732 | $35K |
| Assetmark, Inc. | 0.00% | No change | 724 | $35K |
| SouthState Bank Corp | 0.00% | Reduce -19.1% | 663 | $32K |
| Sound Income Strategies, LLC | 0.00% | Add +2.7% | 649 | $31K |
| Archer Investment Corp | 0.01% | Add +0.9% | 635 | $30K |
| Wolff Wiese Magana LLC | 0.02% | Add +3.4% | 632 | $30K |
| Bogart Wealth, LLC | 0.00% | No change | 595 | $28K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 587 | $28K |
| Lodestone Wealth Management LLC | 0.01% | New | 513 | $24K |
| SageView Advisory Group, LLC | 0.00% | New | 439 | $21K |
| Delta Asset Management LLC | 0.00% | No change | 430 | $21K |
| IFP Advisors, Inc | 0.00% | No change | 411 | $20K |
| Spire Wealth Management | 0.00% | No change | 405 | $19K |
| Cape Investment Advisory, Inc. | 0.01% | New | 404 | $19K |
| Capital Analysts, LLC | 0.00% | Add +1.9% | 383 | $18K |
| Elevated Capital Advisors, LLC | 0.00% | New | 368 | $18K |
| Dunhill Financial, LLC | 0.01% | No change | 365 | $17K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +1.9% | 324 | $15K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 320 | $15K |
| Elevation Wealth Partners, LLC | 0.00% | Add +1.8% | 291 | $14K |
| Navalign, LLC | 0.00% | New | 272 | $13K |
| Smartleaf Asset Management LLC | 0.00% | Add +13.0% | 270 | $13K |
| DecisionPoint Financial, LLC | 0.00% | New | 265 | $13K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 238 | $11K |
| American Capital Advisory, LLC | 0.00% | No change | 135 | $6K |
| Mascoma Wealth Management LLC | 0.00% | No change | 128 | $6K |
| Evolution Wealth Management Inc. | 0.00% | New | 119 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -39.3% | 113 | $5K |
| SHP Wealth Management | 0.00% | — | 100 | $5K |
| Private Trust Co. NA | 0.00% | New | 85 | $4K |
| NBT Bank, N.A. | 0.00% | No change | 48 | $4K |
| Creative Financial Designs Inc. | 0.00% | Add +2.8% | 73 | $3K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 65 | $3K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 65 | $3K |
| Comerica Bank | 0.00% | New | 53 | $3K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -1.9% | 52 | $2K |
| Clearstead Advisors, LLC | 0.00% | Add +3.3% | 31 | $1K |
| BNP Paribas Financial Markets | 0.00% | No change | 25 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 13 | $620 |
| High Note Wealth, LLC | 0.00% | No change | 1 | $31 |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 300 | $0 |
"% 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.