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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
326
Ferguson Wellman Capital Management
Oregon
$221K – – –
FC
327
FCA Corp
Texas
$221K – – –
CWM
328
CarsonAllaria Wealth Management
Illinois
$220K +$8.44K +128 +4%
IWP
329
Insight Wealth Partners
Texas
$217K -$1.12K -17 -0.5%
TFA
330
Tobias Financial Advisors
Florida
$215K -$13.1K -199 -6%
MAM
331
Mullooly Asset Management
New Jersey
$213K – – –
PWA
332
PCG Wealth Advisors
Kansas
$211K – – –
BRWA
333
B. Riley Wealth Advisors
Florida
$211K -$12.6K -191 -5%
RFA
334
Reyes Financial Architecture
California
$210K -$766K -11,617 -78%
APW
335
Alliance Private Wealth
Massachusetts
$205K +$210K +3,185 New
JWBC
336
John W. Brooker & Co
California
$204K – – –
IFS
337
Intelligent Financial Strategies
Minnesota
$203K -$91.2K -1,384 -30%
WAP
338
Wealthcare Advisory Partners
Pennsylvania
$203K +$207K +3,147 New
VHAM
339
Van Hulzen Asset Management
California
$201K +$206K +3,118 New
CCWM
340
Cassaday & Co Wealth Management
Virginia
$168K +$172K +2,610 New
ADL
341
Asset Dedication LLC
California
$167K – – –
GWM
342
Gilpin Wealth Management
Colorado
$163K -$5.87K -89 -3%
WWM
343
Wolff Wiese Magana
California
$149K -$2.44K -37 -2%
TWC
344
TD Waterhouse Canada
Ontario, Canada
$140K – – –
GFA
345
Godfrey Financial Associates
New York
$127K +$12.6K +191 +11%
ECA
346
Elevated Capital Advisors
Utah
$125K +$3.43K +52 +3%
EWP
347
Elevation Wealth Partners
California
$112K +$24.1K +366 +27%
SWM
348
Spire Wealth Management
Virginia
$109K – – –
OFG
349
Oxford Financial Group
Indiana
$107K -$444K -6,735 -80%
CFG
350
CKW Financial Group
Hawaii
$98K +$6.59K +100 +7%
12 13
14
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