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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
251
Sovereign Financial Group
Connecticut
$295K – – –
CAL
252
Capital Analysts LLC
Pennsylvania
$295K -$234 -4 -0.1%
EA
253
Efficient Advisors
Ohio
$289K -$2.57K -44 -0.9%
VHAM
254
Van Hulzen Asset Management
California
$288K +$876 +15 +0.3%
AWA
255
Aquire Wealth Advisors
Utah
$286K -$10K -172 -4%
CWM
256
Chesapeake Wealth Management
Virginia
$286K +$20.1K +345 +8%
BA
257
Bellwether Advisors
Nebraska
$284K +$15.3K +262 +6%
MWA
258
Medallion Wealth Advisors
Connecticut
$281K +$58 +1 +0%
APWA
259
Atlas Private Wealth Advisors
New Jersey
$281K +$29.7K +508 +13%
CCFM
260
Clear Creek Financial Management
Washington
$280K -$5.61K -96 -2%
CFG
261
Citizens Financial Group
Rhode Island
$274K +$260K +4,452 New
BJL
262
Brighton Jones LLC
Washington
$273K -$993 -17 -0.4%
VFPW
263
Vantage Financial Partners (Wisconsin)
Wisconsin
$270K +$22K +377 +9%
MCM
264
MAI Capital Management
Ohio
$268K +$46.7K +800 +22%
RIL
265
Rothschild Investment LLC
Illinois
$265K – – –
HWM
266
Howard Wealth Management
Connecticut
$262K -$1.69K -29 -0.7%
AFG
267
ABLE Financial Group
Arizona
$262K +$249K +4,255 New
NCM
268
Narwhal Capital Management
Georgia
$259K – – –
OSAM
269
O'Shaughnessy Asset Management
Connecticut
$257K +$199K +3,405 +438%
AFP
270
Ausdal Financial Partners
Iowa
$256K -$14.8K -254 -6%
CA
271
CGN Advisors
Kansas
$255K +$242K +4,139 New
ADL
272
Asset Dedication LLC
California
$252K – – –
SM
273
Sensible Money
Arizona
$252K – – –
WWM
274
Western Wealth Management
Colorado
$249K – – –
SPIA
275
Steward Partners Investment Advisory
New York
$248K +$1.05K +18 +0.4%
9 10
11
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