Ishares Core

Pages

Ishares Core

$AOM

Search Table
Pages

NewIncreasedMaintainedDecreasedLiquidated
27781
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Means Investment Co., Inc.03-31-2021Modert Alloc Etf12,061Decreased-0.550.12525,000.00-1.6943.53Form 13
Mkd Wealth Coaches, Llc03-31-2021Etf5,430Decreased-5.710.40236,000.00-5.2243.46Form 13
Weaver Consulting Group03-31-2021Modert Alloc Etf183,066Decreased-0.554.907,973,000.000.2643.55Form 13
Trilogy Capital Inc.03-31-2021Modert Alloc Etf374,139Decreased-29.741.2516,294,000.00-29.1743.55Form 13
Private Capital Group, Llc03-31-2021Exchange Traded Fund86Maintained0.000.004,000.000.0046.51Form 13
Hbw Advisory Services Llc03-31-2021Modert Alloc Etf8,777New!0.000.10382,000.000.0043.52Form 13
Advisornet Financial, Inc03-31-2021Etf9,518Decreased-0.450.03415,000.000.4843.60Form 13
Garrett Wealth Advisory Group, Llc03-31-2021Modert Alloc Etf11,600Maintained0.000.36505,000.000.8043.53Form 13
Tsfg, Llc03-31-2021Mf Closed And Mf Open1,400Maintained0.000.0361,000.001.6743.57Form 13
Optimum Investment Advisors03-31-2021Modert Alloc Etf0Liquidated!-100.000.000.000.000.00Form 13
Cx Institutional03-31-2021Etp14,842Increased1.310.06647,000.002.2143.59Form 13
Wolff Wiese Magana Llc03-31-2021Modert Alloc Etf989Increased0.200.0343,000.000.0043.48Form 13
Harbor Investment Advisory, Llc03-31-2021Etf1,515Increased145.540.0166,000.00144.4443.56Form 13
Next Financial Group, Inc03-31-2021Modert Alloc Etf112Maintained0.000.005,000.000.0044.64Form 13
Tpg Financial Advisors, Llc03-31-2021Modert Alloc Etf5,518Decreased-13.520.14240,000.00-13.0443.49Form 13
Bogart Wealth, Llc03-31-2021Etf1,150New!0.000.0150,000.000.0043.48Form 13
North Star Investment Management Corp.03-31-2021Etf181Maintained0.000.008,000.000.0044.20Form 13
Polaris Wealth Advisory Group, Llc03-31-2021Modert Alloc Etf6,809Increased0.030.02300,000.001.3544.06Form 13
Compass Ion Advisors, Llc03-31-2021Modert Alloc Etf20,111Decreased-8.010.36876,000.00-7.2043.56Form 13
Sugarloaf Wealth Management, Llc03-31-2021Modert Alloc Etf19,676Increased2359.500.0135,000.000.001.78Form 13
International Assets Investment Management, Llc03-31-2021Modert Alloc Etf2,537Maintained0.000.01110,000.000.0043.36Form 13
Creative Financial Designs Inc /adv03-31-2021Etf69,694Increased5887.460.593,035,000.006,222.9243.55Form 13
Cfo4life Group, Llc03-31-2021Modert Alloc Etf7,935Maintained0.000.09346,000.000.8743.60Form 13
Beacon Financial Advisory Llc03-31-2021Modert Alloc Etf113,102Increased4.812.824,926,000.005.6943.55Form 13
Fort Henry Capital, Llc03-31-2021Modert Alloc Etf29,730Decreased-2.021.231,295,000.00-1.2243.56Form 13