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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMNY
301
Landmark Wealth Management (New York)
New York
– -$261K -5,209 Closed
OAM
302
Occidental Asset Management
California
– -$246K -4,920 Closed
SF
303
Summit Financial
New Jersey
– -$221K -4,416 Closed
JCM
304
J2 Capital Management
Michigan
– -$219K -4,372 Closed
BOPW
305
Brandywine Oak Private Wealth
Pennsylvania
– -$215K -4,305 Closed
SCM
306
Stonehearth Capital Management
Massachusetts
– -$215K -4,294 Closed
PWA
307
PCG Wealth Advisors
Kansas
– -$212K -4,232 Closed
TFA
308
Tobias Financial Advisors
Florida
– -$212K -4,232 Closed
GFS
309
GYL Financial Synergies
Connecticut
– -$210K -4,204 Closed
WCFA
310
Walkner Condon Financial Advisors
Wisconsin
– -$207K -4,129 Closed
ASN
311
Advisory Services Network
Georgia
– -$117K -2,332 Closed
BA
312
Bellwether Advisors
Nebraska
– -$95.7K -1,912 Closed
BAM
313
Belpointe Asset Management
Nevada
– -$76K -1,520 Closed
MWC
314
MBM Wealth Consultants
Missouri
– -$21K -412 Closed
KM
315
Kalos Management
Georgia
– -$4K -80 Closed
CHC
316
City Holding Co
West Virginia
– -$2.75K -55 Closed
LFG
317
Larson Financial Group
Missouri
– -$2.75K -55 Closed
MA
318
Montag & Associates
Georgia
– -$30 -1 Closed
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