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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
RL
301
Retireful LLC
Michigan
– -$2.43M -47,222 Closed
RVPG
302
Relative Value Partners Group
– -$974K -18,939 Closed
OMC
303
Old Mission Capital
Illinois
– -$764K -14,859 Closed
KWA
304
Kingswood Wealth Advisors
California
– -$611K -11,875 Closed
WAM
305
Worth Asset Management
Texas
– -$570K -11,083 Closed
CF
306
Corrigan Financial
Rhode Island
– -$409K -7,956 Closed
AAS
307
Ameritas Advisory Services
Nebraska
– -$344K -6,810 Closed
PA
308
PFG Advisors
Arizona
– -$311K -6,042 Closed
DC
309
Davenport & Co
Virginia
– -$272K -5,281 Closed
PWM
310
Perigon Wealth Management
California
– -$212K -4,125 Closed
CWM
311
Chesapeake Wealth Management
Virginia
– -$204K -3,960 Closed
WP
312
WealthPLAN Partners
Nebraska
– -$76.7K -1,491 Closed
HFS
313
Hantz Financial Services
Michigan
– -$47K -907 Closed
OP
314
ORG Partners
Indiana
– -$23.1K -449 Closed
IGWM
315
ICA Group Wealth Management
Colorado
– -$22.2K -432 Closed
HT
316
Headlands Technologies
Illinois
– -$4.32K -84 Closed
PA
317
PSI Advisors
Florida
– -$1.39K -27 Closed
SPIA
318
Steward Partners Investment Advisory
New York
– -$1.29K -25 Closed
IRC
319
Investors Research Corp
Georgia
– -$51 -1 Closed
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