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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
151
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.2K – – –
GRP
152
Global Retirement Partners
California
$13K – – –
CCM
153
Cribstone Capital Management
Maine
$12K -$1.35K -30 -10%
AIP
154
Ameritas Investment Partners
Nebraska
$12K -$1.31K -29 -9%
MA
155
MCF Advisors
Kentucky
$12K – – –
SPIA
156
Steward Partners Investment Advisory
New York
$12K +$12.6K +280 New
LWM
157
Liberty Wealth Management
California
$10K – – –
DWM
158
Doyle Wealth Management
Florida
$10K +$9.6K +213 New
LF
159
Lee Financial
Texas
$8K – – –
WEC
160
Winslow Evans & Crocker
Massachusetts
$8K – – –
FWM
161
Focused Wealth Management
New York
$6K +$45 +1 +0.7%
BCI
162
Brinker Capital Investments
Pennsylvania
$6K +$1.04K +23 +20%
CIAS
163
Capital Investment Advisory Services
North Carolina
$5K -$6.85K -152 -58%
VNA
164
Valley National Advisers
Pennsylvania
$5K – – –
BBA
165
Braun-Bostich & Associates
Pennsylvania
$5K +$4.96K +110 New
TFO
166
Tarbox Family Office
California
$4K -$74.9K -1,663 -96%
NC
167
NewSquare Capital
Pennsylvania
$4K +$3.65K +81 New
FPS
168
Fieldpoint Private Securities
Connecticut
$3K – – –
WA
169
WestEnd Advisors
North Carolina
$2.39K +$2.34K +52 New
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
BFG
171
Barber Financial Group
Kansas
– -$8.93M -199,815 Closed
SF
172
Summit Financial
New Jersey
– -$2.11M -47,173 Closed
GFPC
173
Global Financial Private Capital
Florida
– -$1.74M -38,901 Closed
CAN
174
Cetera Advisor Networks
California
– -$1.65M -36,850 Closed
SS
175
Simplicity Solutions
Minnesota
– -$699K -15,646 Closed
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