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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
226
Foundations Investment Advisors
Arizona
$273K +$42.3K +837 +20%
TGAM
227
TBH Global Asset Management
Tennessee
$273K -$252K -5,001 -49%
BI
228
Berkeley Inc
Idaho
$269K +$255K +5,061 New
CAM
229
Carret Asset Management
New York
$267K – – –
SFM
230
Signet Financial Management
New Jersey
$264K -$454 -9 -0.2%
CPA
231
Clear Point Advisors
New York
$262K +$248K +4,918 New
PSCM
232
Per Stirling Capital Management
Texas
$260K +$7.12K +141 +3%
AFP
233
Ausdal Financial Partners
Iowa
$258K -$116K -2,300 -32%
PAS
234
Park Avenue Securities
New York
$255K +$242K +4,785 New
CIAS
235
Capital Investment Advisory Services
North Carolina
$253K – – –
CAWM
236
Capital Advisors Wealth Management
Washington
$250K +$1.41K +28 +0.6%
RIM
237
Redwood Investment Management
Arizona
$249K +$3.38K +67 +1%
CCFM
238
Clear Creek Financial Management
Washington
$249K +$7.17K +142 +3%
SFG
239
Sovereign Financial Group
Connecticut
$248K – – –
GRP
240
Global Retirement Partners
California
$246K +$61.3K +1,214 +35%
CCA
241
Cora Capital Advisors
New Jersey
$233K +$707 +14 +0.3%
CCWM
242
Cassaday & Co Wealth Management
Virginia
$233K +$4.14K +82 +2%
FSG
243
Financial Strategies Group
Michigan
$233K +$222K +4,392 New
RIL
244
Rothschild Investment LLC
Illinois
$229K -$35.3K -700 -14%
WIA
245
World Investment Advisors
California
$227K +$216K +4,277 New
IAIM
246
International Assets Investment Management
Florida
$227K +$216K +4,271 New
NCM
247
Narwhal Capital Management
Georgia
$223K – – –
TSWM
248
Tyler-Stone Wealth Management
Ohio
$223K -$2.02K -40 -0.9%
AFG
249
AFS Financial Group
Maryland
$221K -$101K -1,992 -32%
IA
250
IFG Advisory
Georgia
$220K +$209K +4,144 New
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