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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCWA
276
Pacific Capital Wealth Advisors
California
$345K +$65 +1 +0%
EWA
277
Elevate Wealth Advisory
Georgia
$341K -$75.4K -1,162 -18%
ASN
278
Advisory Services Network
Georgia
$336K +$82.5K +1,272 +33%
KOC
279
Koss-Olinger Consulting
Florida
$333K -$5.32K -82 -2%
CAM
280
Carret Asset Management
New York
$318K – – –
CCFM
281
Clear Creek Financial Management
Washington
$316K +$18.3K +282 +6%
PWMA
282
Pension & Wealth Management Advisors
Massachusetts
$315K +$57.7K +889 +22%
PWPS
283
Pinnacle Wealth Planning Services
Ohio
$314K – – –
CAL
284
Capital Analysts LLC
Pennsylvania
$312K +$195 +3 +0.1%
W
285
Wealthquest
Ohio
$310K +$309K +4,767 New
AWA
286
Aquire Wealth Advisors
Utah
$306K +$7.66K +118 +3%
BA
287
Bellwether Advisors
Nebraska
$306K -$12.4K -191 -4%
SSC
288
Syverson Strege & Co
Iowa
$304K -$10.6K -163 -3%
ARA
289
Approach Retirement Advisors
Alabama
$303K +$302K +4,655 New
CWM
290
Chesapeake Wealth Management
Virginia
$302K – – –
BDFN
291
Bond & Devick Financial Network
Minnesota
$302K +$28.9K +445 +11%
VFPW
292
Vantage Financial Partners (Wisconsin)
Wisconsin
$302K +$19.4K +299 +7%
MCM
293
MAI Capital Management
Ohio
$298K +$15.2K +235 +5%
NS
294
NBC Securities
Alabama
$296K +$171K +2,631 +137%
IFS
295
Intelligent Financial Strategies
Minnesota
$296K +$2.98K +46 +1%
SOS
296
Silver Oak Securities
Tennessee
$295K -$2.02M -31,067 -87%
MFG
297
Magnus Financial Group
New York
$293K +$293K +4,511 New
RPGK
298
Retirement Planning Group (Kansas)
Kansas
$285K +$260 +4 +0.1%
FZCM
299
Flynn Zito Capital Management
New York
$285K +$7.07K +109 +3%
MF
300
Manchester Financial
California
$284K +$9.93K +153 +4%
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