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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
376
EverSource Wealth Advisors
Alabama
$42K – – –
OC
377
Oakworth Capital
Alabama
$41.5K – – –
NEWAS
378
N.E.W. Advisory Services
Wisconsin
$41.1K +$908 +14 +2%
BHWM
379
Beaird Harris Wealth Management
Texas
$38.6K – – –
CWP
380
Concord Wealth Partners
Virginia
$38.5K +$130 +2 +0.3%
CFP
381
Comprehensive Financial Planning
Pennsylvania
$37.6K -$6.68K -103 -15%
MIA
382
Milestone Investment Advisors
Wisconsin
$36.1K – – –
JFA
383
JNBA Financial Advisors
Minnesota
$35.3K – – –
EWM
384
Evermay Wealth Management
Virginia
$33.4K – – –
SIS
385
Strategic Investment Solutions
Illinois
$32.8K +$32.8K +505 New
MCA
386
Midwest Capital Advisors
Michigan
$32.5K – – –
TFGT
387
TS Financial Group (TSFG)
Illinois
$32K -$324 -5 -1%
DFA
388
DHJJ Financial Advisors
Illinois
$29.9K – – –
AA
389
Ancora Advisors
Ohio
$27K – – –
PTC
390
Private Trust Company
Ohio
$26.7K +$26.7K +411 New
GF
391
GGM Financials
Ohio
$26.7K +$389 +6 +1%
FCMT
392
Founders Capital Management (Texas)
Texas
$26.4K – – –
SEP
393
Signature Equity Partners
Ohio
$21.9K +$21.9K +337 New
VWWMG
394
Vermillion & White Wealth Management Group
Pennsylvania
$19.3K -$649 -10 -3%
NRC
395
New Republic Capital
North Carolina
$17.7K -$69.7K -1,074 -80%
MA
396
MCF Advisors
Kentucky
$17.6K – – –
MI
397
Motiv8 Investments
Florida
$17K +$17.3K +266 New
LWMI
398
Legacy Wealth Management (Idaho)
Idaho
$15.5K +$15.4K +238 New
AIC
399
Archer Investment Corporation
Indiana
$14K – – –
HWP
400
Highline Wealth Partners
California
$13K -$15.8K -244 -55%
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16
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