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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
226
Jacobsen Capital Management
Utah
$226K +$894 +19 +0.4%
MFGP
227
Marshall Financial Group (Pennsylvania)
Pennsylvania
$226K +$1.88K +40 +0.8%
PWA
228
PCG Wealth Advisors
Kansas
$225K -$595K -12,641 -73%
JCM
229
J2 Capital Management
Michigan
$224K – – –
MPPLM
230
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$220K -$2.59K -55 -1%
SFG
231
Sovereign Financial Group
Connecticut
$220K +$47 +1 +0%
CIC
232
Chilton Investment Company
Connecticut
$217K +$217K +4,609 New
WWM
233
Wolff Wiese Magana
California
$215K +$6.54K +139 +3%
CAWM
234
Capital Advisors Wealth Management
Washington
$213K +$706 +15 +0.3%
CPG
235
Cornerstone Planning Group
New Jersey
$211K +$202K +4,297 New
CF
236
Centaurus Financial
California
$210K -$11.3K -240 -5%
BOPW
237
Brandywine Oak Private Wealth
Pennsylvania
$209K +$208K +4,425 New
FW
238
Fidato Wealth
Ohio
$207K +$207K +4,395 New
CCFM
239
Clear Creek Financial Management
Washington
$203K +$203K +4,306 New
CCWM
240
Cassaday & Co Wealth Management
Virginia
$202K +$201K +4,277 New
ADL
241
Asset Dedication LLC
California
$194K – – –
NL
242
NVWM LLC
Pennsylvania
$163K +$4.42K +94 +3%
IA
243
IFP Advisors
Florida
$150K -$7.53K -160 -4%
TF
244
TimeScale Financial
Massachusetts
$148K – – –
BWA
245
Boulder Wealth Advisors
Colorado
$144K +$143K +3,049 New
BAM
246
Belpointe Asset Management
Nevada
$140K -$2.31K -49 -2%
JFA
247
JNBA Financial Advisors
Minnesota
$135K -$23.1K -491 -15%
PA
248
Parallel Advisors
California
$132K -$3.9K -83 -3%
CA
249
CoreCap Advisors
Michigan
$122K +$122K +2,587 New
CWM
250
CarsonAllaria Wealth Management
Illinois
$119K +$1.18K +25 +1%
8 9
10
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