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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
401
Capital Investment Advisory Services
North Carolina
$52.1K – – –
ATPW
402
Ashton Thomas Private Wealth
Arizona
$47.4K +$1.57K +23 +3%
EWA
403
EverSource Wealth Advisors
Alabama
$44.9K -$218K -3,196 -83%
OC
404
Oakworth Capital
Alabama
$44.4K – – –
CWP
405
Concord Wealth Partners
Virginia
$40.4K +$39.6K +582 New
CFP
406
Comprehensive Financial Planning
Pennsylvania
$40.4K +$204 +3 +0.5%
MIA
407
Milestone Investment Advisors
Wisconsin
$38.6K – – –
JFA
408
JNBA Financial Advisors
Minnesota
$36.4K +$204 +3 +0.6%
NEWAS
409
N.E.W. Advisory Services
Wisconsin
$36.2K – – –
GC
410
Gould Capital
Washington
$34.8K – – –
TFGT
411
TS Financial Group (TSFG)
Illinois
$32K -$1.36K -20 -4%
CFD
412
Creative Financial Designs
Indiana
$31.2K +$29.9K +439 +4,390%
DFA
413
DHJJ Financial Advisors
Illinois
$28.9K -$3K -44 -10%
AA
414
Ancora Advisors
Ohio
$28.9K – – –
FCMT
415
Founders Capital Management (Texas)
Texas
$28.2K – – –
MCA
416
Midwest Capital Advisors
Michigan
$27.8K -$6.81K -100 -20%
SEP
417
Signature Equity Partners
Ohio
$23.4K – – –
1NWS
418
1 North Wealth Services
Maryland
$22.6K +$22.1K +325 New
OAG
419
Oakmont Advisory Group
New Mexico
$21.3K +$20.8K +306 New
AWM
420
Abound Wealth Management
Tennessee
$21.1K -$2.66K -39 -11%
NRC
421
New Republic Capital
North Carolina
$18.9K – – –
1L
422
10Elms LLP
Oklahoma
$18.3K +$18K +264 New
PWPS
423
Pinnacle Wealth Planning Services
Ohio
$16.7K – – –
CFM
424
Compass Financial Management
Florida
$16.6K +$16.3K +239 New
HWP
425
Highline Wealth Partners
California
$15.6K +$817 +12 +6%
15 16
17
18 19