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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
KOC
301
Koss-Olinger Consulting
Florida
$336K -$19.8K -290 -6%
CAL
302
Capital Analysts LLC
Pennsylvania
$333K +$136 +2 +0%
ONSWM
303
Old North State Wealth Management
North Carolina
$325K +$318K +4,668 New
HI
304
Harper Investing
California
$315K -$16.6K -244 -5%
BJL
305
Brighton Jones LLC
Washington
$313K -$11.8K -173 -4%
MCM
306
MAI Capital Management
Ohio
$312K -$6.81K -100 -2%
RIA
307
Regal Investment Advisors
Michigan
$310K -$63K -925 -17%
RPGK
308
Retirement Planning Group (Kansas)
Kansas
$309K +$68 +1 +0%
TWC
309
TD Waterhouse Canada
Ontario, Canada
$309K +$157K +2,299 +106%
VFA
310
Valeo Financial Advisors
Indiana
$306K +$299K +4,396 New
GWM
311
Geneos Wealth Management
Colorado
$305K -$1.02K -15 -0.3%
SOS
312
Silver Oak Securities
Tennessee
$305K -$3K -44 -1%
OSAM
313
O'Shaughnessy Asset Management
Connecticut
$301K +$10.4K +152 +4%
CWMGO
314
Capstone Wealth Management Group (Oregon)
Oregon
$296K – – –
CA
315
CGN Advisors
Kansas
$294K +$7.83K +115 +3%
MEG
316
Millstone Evans Group
Colorado
$293K +$19.7K +289 +7%
GFM
317
GEN Financial Management
Minnesota
$293K -$25.7K -377 -8%
NCM
318
Narwhal Capital Management
Georgia
$292K – – –
APW
319
Alliance Private Wealth
Massachusetts
$292K +$68.8K +1,010 +32%
W
320
Wealthquest
Ohio
$291K -$15.3K -224 -5%
CCAM
321
Cascades Capital Asset Management
North Carolina
$288K -$30.6K -450 -10%
PUI
322
Purpose Unlimited Inc
$288K +$5.58K +82 +2%
CWA
323
Crusonia Wealth Advisors
Colorado
$287K -$35.2K -517 -11%
HWM
324
Howard Wealth Management
Connecticut
$287K -$10.3K -151 -4%
SI
325
Stirlingshire Investments
New York
$286K +$953 +14 +0.3%
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