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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
226
Aquire Wealth Advisors
Utah
$262K +$9.98K +174 +4%
CCFM
227
Clear Creek Financial Management
Washington
$262K +$9.12K +159 +4%
GRP
228
Global Retirement Partners
California
$260K -$18.1K -315 -7%
CIAS
229
Capital Investment Advisory Services
North Carolina
$255K – – –
CWM
230
Chesapeake Wealth Management
Virginia
$255K – – –
RIL
231
Rothschild Investment LLC
Illinois
$255K – – –
WWM
232
Western Wealth Management
Colorado
$249K – – –
NCM
233
Narwhal Capital Management
Georgia
$249K – – –
EMAM
234
Encompass More Asset Management
California
$247K -$4.93K -86 -2%
IAIM
235
International Assets Investment Management
Florida
$247K -$24.1K -420 -9%
CA
236
CoreCap Advisors
Michigan
$246K +$239K +4,160 New
SSC
237
Syverson Strege & Co
Iowa
$245K -$18.4K -321 -7%
SPIA
238
Steward Partners Investment Advisory
New York
$245K +$15.7K +273 +7%
ADL
239
Asset Dedication LLC
California
$243K – – –
SM
240
Sensible Money
Arizona
$243K – – –
E3F
241
Eight 31 Financial
Texas
$241K +$3.33K +58 +1%
BJL
242
Brighton Jones LLC
Washington
$240K +$745 +13 +0.3%
LWMNY
243
Landmark Wealth Management (New York)
New York
$238K +$230K +4,012 New
VFPW
244
Vantage Financial Partners (Wisconsin)
Wisconsin
$238K +$13.2K +230 +6%
JFG
245
JMG Financial Group
Illinois
$237K +$229K +3,996 New
BA
246
Bellwether Advisors
Nebraska
$235K +$16.9K +295 +8%
AFG
247
AFS Financial Group
Maryland
$228K – – –
SB
248
Strategic Blueprint
Georgia
$221K +$214K +3,730 New
SCM
249
Stonehearth Capital Management
Massachusetts
$219K +$212K +3,702 New
MCM
250
MAI Capital Management
Ohio
$219K -$13.9K -242 -6%
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