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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
226
Advisortrust Partners
North Carolina
$444K +$455K +6,900 New
RPA
227
Redwood Park Advisors
California
$443K +$19.2K +292 +4%
HSWM
228
Hubbell Strickland Wealth Management
Louisiana
$439K – – –
CF
229
Centaurus Financial
California
$436K -$107K -1,618 -19%
CI
230
CX Institutional
Indiana
$435K -$27.6K -418 -6%
BFG
231
Buttonwood Financial Group
Missouri
$428K -$117K -1,782 -21%
HHGA
232
Halbert Hargrove Global Advisors
California
$427K -$46.5K -706 -10%
WIA
233
Wealthedge Investment Advisors
New York
$424K -$264 -4 -0.1%
IAIM
234
International Assets Investment Management
Florida
$424K +$63.2K +959 +17%
AGWCA
235
Annis Gardner Whiting Capital Advisors
Florida
$423K – – –
MBFW
236
Morton Brown Family Wealth
Pennsylvania
$416K +$527 +8 +0.1%
CA
237
CoreCap Advisors
Michigan
$415K -$1.05K -16 -0.2%
BAM
238
BCV Asset Management
$414K +$424K +6,438 New
XF
239
XML Financial
Maryland
$399K – – –
JIP
240
Jaffetilchin Investment Partners
Florida
$398K +$12.5K +190 +3%
NA
241
NewEdge Advisors
Louisiana
$397K +$27.8K +421 +7%
SS
242
Sunbelt Securities
Texas
$394K -$55.8K -847 -12%
ACM
243
Advance Capital Management
Michigan
$393K +$402K +6,102 New
DC
244
Dorval Corp
Minnesota
$391K – – –
SCM
245
Saxony Capital Management
Missouri
$389K +$5.34K +81 +1%
BRPW
246
Ballast Rock Private Wealth
South Carolina
$387K +$527 +8 +0.1%
ASN
247
Advisory Services Network
Georgia
$387K +$55.6K +843 +16%
PPWM
248
Premier Private Wealth Management
Florida
$385K +$1.32K +20 +0.3%
RFN
249
RDA Financial Network
Iowa
$384K – – –
BHPW
250
Box Hill Private Wealth
Arizona
$381K +$390K +5,919 New
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10
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