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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
401
Ashton Thomas Private Wealth
Arizona
$47.4K +$1.57K +23 +3%
EWA
402
EverSource Wealth Advisors
Alabama
$44.9K -$218K -3,196 -83%
OC
403
Oakworth Capital
Alabama
$44.4K – – –
CWP
404
Concord Wealth Partners
Virginia
$40.4K +$39.6K +582 New
CFP
405
Comprehensive Financial Planning
Pennsylvania
$40.4K +$204 +3 +0.5%
MIA
406
Milestone Investment Advisors
Wisconsin
$38.6K – – –
JFA
407
JNBA Financial Advisors
Minnesota
$36.4K +$204 +3 +0.6%
NEWAS
408
N.E.W. Advisory Services
Wisconsin
$36.2K – – –
GC
409
Gould Capital
Washington
$34.8K – – –
TFGT
410
TS Financial Group (TSFG)
Illinois
$32K -$1.36K -20 -4%
CFD
411
Creative Financial Designs
Indiana
$31.2K +$29.9K +439 +4,390%
DFA
412
DHJJ Financial Advisors
Illinois
$28.9K -$3K -44 -10%
AA
413
Ancora Advisors
Ohio
$28.9K – – –
FCMT
414
Founders Capital Management (Texas)
Texas
$28.2K – – –
MCA
415
Midwest Capital Advisors
Michigan
$27.8K -$6.81K -100 -20%
SEP
416
Signature Equity Partners
Ohio
$23.4K – – –
1NWS
417
1 North Wealth Services
Maryland
$22.6K +$22.1K +325 New
OAG
418
Oakmont Advisory Group
New Mexico
$21.3K +$20.8K +306 New
AWM
419
Abound Wealth Management
Tennessee
$21.1K -$2.66K -39 -11%
NRC
420
New Republic Capital
North Carolina
$18.9K – – –
1L
421
10Elms LLP
Oklahoma
$18.3K +$18K +264 New
PWPS
422
Pinnacle Wealth Planning Services
Ohio
$16.7K – – –
CFM
423
Compass Financial Management
Florida
$16.6K +$16.3K +239 New
HWP
424
Highline Wealth Partners
California
$15.6K +$817 +12 +6%
AIC
425
Archer Investment Corporation
Indiana
$14.9K – – –
15 16
17
18 19