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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
301
CGN Advisors
Kansas
$265K – – –
SI
302
Stirlingshire Investments
New York
$264K -$593 -9 -0.2%
PUI
303
Purpose Unlimited Inc
$261K +$268K +4,063 New
JFG
304
JMG Financial Group
Illinois
$257K – – –
GVAG
305
Great Valley Advisor Group
Delaware
$255K +$261K +3,962 New
MEG
306
Millstone Evans Group
Colorado
$253K – – –
PCIA
307
Prime Capital Investment Advisors
Kansas
$250K – – –
SSC
308
Syverson Strege & Co
Iowa
$249K -$52.7K -800 -17%
EWA
309
EverSource Wealth Advisors
Alabama
$247K +$211K +3,196 +495%
CW
310
CreativeOne Wealth
Kansas
$246K +$252K +3,828 New
PCS
311
Private Client Services
Kentucky
$242K +$248K +3,763 New
IA
312
IFP Advisors
Florida
$242K -$8.04K -122 -3%
WWM
313
Western Wealth Management
Colorado
$241K – – –
AAP
314
Arax Advisory Partners
Colorado
$240K +$95.3K +1,446 +63%
SCM
315
Stonehearth Capital Management
Massachusetts
$239K +$593 +9 +0.2%
MNA
316
Manning & Napier Advisors
New York
$239K -$180K -2,731 -42%
CCA
317
Cypress Capital Advisors
Tennessee
$234K – – –
FA
318
Fermata Advisors
California
$233K – – –
MWM
319
Mosley Wealth Management
California
$230K -$132 -2 -0.1%
PA
320
Parallel Advisors
California
$227K – – –
WANY
321
Wealthspire Advisors (New York)
New York
$225K – – –
LWMNY
322
Landmark Wealth Management (New York)
New York
$225K +$230K +3,495 New
CFFP
323
Center for Financial Planning
Michigan
$225K -$1.98K -30 -0.9%
OBWG
324
Onyx Bridge Wealth Group
New York
$223K -$791 -12 -0.3%
BL
325
BCWM LLC
Kansas
$223K -$6.59K -100 -3%
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