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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
251
EP Wealth Advisors
California
– -$489K -9,377 Closed
PA
252
PFG Advisors
Arizona
– -$296K -5,665 Closed
LGA
253
Lebenthal Global Advisors
New York
– -$277K -5,325 Closed
TA
254
Tectonic Advisors
Texas
– -$278K -5,320 Closed
GI
255
Glovista Investments
New Jersey
– -$261K -5,000 Closed
CWP
256
Corepath Wealth Partners
Arizona
– -$259K -4,927 Closed
AIP
257
Almanack Investment Partners
Pennsylvania
– -$255K -4,885 Closed
SW
258
SlateStone Wealth
Florida
– -$243K -4,653 Closed
PWM
259
Perigon Wealth Management
California
– -$192K -3,680 Closed
ICP
260
Interchange Capital Partners
Pennsylvania
– -$88K -1,694 Closed
KCM
261
Kathmere Capital Management
Pennsylvania
– -$62K -1,193 Closed
CAAS
262
Capital Asset Advisory Services
Michigan
– -$44K -839 Closed
ASN
263
Advisory Services Network
Georgia
– -$32K -612 Closed
TRCT
264
Tower Research Capital (TRC)
New York
– -$15.9K -298 -98%
PWPS
265
Pinnacle Wealth Planning Services
Ohio
– -$15K -288 Closed
FWM
266
FSA Wealth Management
Massachusetts
– -$14K -276 Closed
CWP
267
Concord Wealth Partners
Virginia
– -$7K -125 Closed
SWP
268
ShoreHaven Wealth Partners
New Jersey
– -$3K -57 Closed
SIAG
269
Safeguard Investment Advisory Group
California
– -$1K -27 Closed
AFS
270
Annapolis Financial Services
Maryland
– +$160 +3 New
7 8 9 10
11