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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
251
Janney Capital Management
Pennsylvania
$395K +$394K +6,075 New
MW
252
Maia Wealth
Colorado
$393K +$3.89K +60 +1%
VA
253
Valmark Advisers
Ohio
$391K -$649 -10 -0.2%
BRPW
254
Ballast Rock Private Wealth
South Carolina
$391K +$390K +6,011 New
JIP
255
Jaffetilchin Investment Partners
Florida
$389K +$389K +5,991 New
PJWM
256
Philip James Wealth Mangement
Georgia
$389K -$3.12K -48 -0.8%
SFG
257
Somnio Financial Group
Connecticut
$389K -$102K -1,565 -21%
RFN
258
RDA Financial Network
Iowa
$388K +$324 +5 +0.1%
SCM
259
Saxony Capital Management
Missouri
$388K +$387K +5,963 New
OFG
260
Orcam Financial Group
California
$386K +$385K +5,940 New
DWP
261
Destiny Wealth Partners
Florida
$382K – – –
RL
262
Retireful LLC
Michigan
$382K +$379K +5,848 New
NA
263
NewEdge Advisors
Louisiana
$374K -$93.8K -1,445 -20%
LFAS
264
Level Four Advisory Services
Texas
$370K +$1.1K +17 +0.3%
CPCM
265
Cardinal Point Capital Management
Ontario, Canada
$369K +$10.1K +155 +3%
IAIM
266
International Assets Investment Management
Florida
$364K -$36.1K -556 -9%
HI
267
Harper Investing
California
$363K -$4.8K -74 -1%
NAS
268
Nicolet Advisory Services
Wisconsin
$361K +$2.08K +32 +0.6%
PSCM
269
Per Stirling Capital Management
Texas
$361K -$1.04K -16 -0.3%
PAA
270
Peregrine Asset Advisers
Oregon
$360K – – –
SG
271
StoneX Group
New York
$356K +$106K +1,635 +43%
SC
272
SouthState Corp
Florida
$351K -$45.3K -698 -11%
RIS
273
Richmond Investment Services
Wisconsin
$350K +$349K +5,379 New
AFG
274
Atomi Financial Group
New York
$347K +$18.5K +285 +6%
CPA
275
Clear Point Advisors
New York
$345K +$98K +1,511 +40%
9 10
11
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