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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
251
Atomi Financial Group
New York
$325K +$8.51K +136 +3%
KOC
252
Koss-Olinger Consulting
Florida
$321K – – –
CAM
253
Carret Asset Management
New York
$315K -$7.82K -125 -2%
BA
254
Bellwether Advisors
Nebraska
$315K +$17.5K +280 +6%
SSC
255
Syverson Strege & Co
Iowa
$311K -$500 -8 -0.2%
TCG
256
Transcendent Capital Group
Oklahoma
$311K +$302K +4,832 New
PWPS
257
Pinnacle Wealth Planning Services
Ohio
$311K +$302K +4,824 New
EGM
258
Engineers Gate Manager
New York
$309K -$532K -8,507 -64%
CAL
259
Capital Analysts LLC
Pennsylvania
$309K +$125 +2 +0%
SFG
260
Sovereign Financial Group
Connecticut
$309K – – –
HIP
261
HUB Investment Partners
Texas
$304K -$135K -2,160 -31%
CWM
262
Chesapeake Wealth Management
Virginia
$299K – – –
AWA
263
Aquire Wealth Advisors
Utah
$295K -$4K -64 -1%
CCFM
264
Clear Creek Financial Management
Washington
$295K +$2.63K +42 +0.9%
BJL
265
Brighton Jones LLC
Washington
$293K +$7.13K +114 +3%
IFS
266
Intelligent Financial Strategies
Minnesota
$290K +$281K +4,500 New
CFG
267
Citizens Financial Group
Rhode Island
$287K – – –
RPGK
268
Retirement Planning Group (Kansas)
Kansas
$282K +$274K +4,384 New
MCM
269
MAI Capital Management
Ohio
$280K -$875 -14 -0.3%
VFPW
270
Vantage Financial Partners (Wisconsin)
Wisconsin
$280K -$2.25K -36 -0.8%
HWM
271
Howard Wealth Management
Connecticut
$277K +$3K +48 +1%
RIL
272
Rothschild Investment LLC
Illinois
$277K – – –
VHAM
273
Van Hulzen Asset Management
California
$277K -$24.1K -386 -8%
FZCM
274
Flynn Zito Capital Management
New York
$275K +$267K +4,271 New
CWMGO
275
Capstone Wealth Management Group (Oregon)
Oregon
$274K +$266K +4,261 New
9 10
11
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