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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
226
Global Retirement Partners
California
$261K +$216 +4 +0.1%
SFG
227
Sovereign Financial Group
Connecticut
$259K – – –
BI
228
Berkeley Inc
Idaho
$258K -$23.3K -432 -9%
IAIM
229
International Assets Investment Management
Florida
$254K +$17K +315 +7%
E3F
230
Eight 31 Financial
Texas
$250K +$242K +4,489 New
VFP
231
Verus Financial Partners
Virginia
$249K -$374K -6,940 -61%
CCWM
232
Cassaday & Co Wealth Management
Virginia
$244K – – –
LWMNY
233
Landmark Wealth Management (New York)
New York
$241K -$65.8K -1,221 -22%
CCFM
234
Clear Creek Financial Management
Washington
$240K -$19.4K -360 -8%
TSWM
235
Tyler-Stone Wealth Management
Ohio
$240K +$6.53K +121 +3%
CIAS
236
Capital Investment Advisory Services
North Carolina
$240K -$23.8K -441 -9%
EMAM
237
Encompass More Asset Management
California
$239K -$275K -5,104 -54%
RIL
238
Rothschild Investment LLC
Illinois
$239K – – –
WIA
239
World Investment Advisors
California
$238K – – –
AWA
240
Archvest Wealth Advisors
California
$237K +$12.3K +229 +6%
FAIM
241
Financial Advocates Investment Management
Washington
$235K +$139K +2,576 New
NCM
242
Narwhal Capital Management
Georgia
$234K – – –
SM
243
Sensible Money
Arizona
$228K – – –
ADL
244
Asset Dedication LLC
California
$228K – – –
BWG
245
Balanced Wealth Group
Ohio
$227K -$157K -2,920 -42%
RIA
246
Realta Investment Advisors
Delaware
$224K +$217K +4,029 New
BJL
247
Brighton Jones LLC
Washington
$224K -$248K -4,598 -53%
AWA
248
Aquire Wealth Advisors
Utah
$224K +$6.96K +129 +3%
CWM
249
Chesapeake Wealth Management
Virginia
$220K – – –
CA
250
CoreCap Advisors
Michigan
$220K +$214K +3,959 New
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