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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
151
Rothschild Investment LLC
Illinois
$280K – – –
CRC
152
Curi RMB Capital
Illinois
$280K +$276K +5,000 New
BSWM
153
Boston Standard Wealth Management
Massachusetts
$278K -$13.3K -240 -5%
CIAS
154
Capital Investment Advisory Services
North Carolina
$267K +$1.38K +25 +0.5%
TPA
155
Trivium Point Advisory
Connecticut
$267K +$264K +4,773 New
HWM
156
Howard Wealth Management
Connecticut
$265K +$8.84K +160 +3%
SCM
157
Stonehearth Capital Management
Massachusetts
$258K -$106K -1,922 -29%
BOPW
158
Brandywine Oak Private Wealth
Pennsylvania
$255K -$29.1K -527 -10%
CFG
159
CKW Financial Group
Hawaii
$255K +$5.41K +98 +2%
CAWM
160
Capital Advisors Wealth Management
Washington
$254K +$884 +16 +0.4%
MFGP
161
Marshall Financial Group (Pennsylvania)
Pennsylvania
$253K -$13.3K -240 -5%
CAS
162
Cascadia Advisory Services
Oregon
$253K +$276 +5 +0.1%
CCWA
163
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$248K +$244K +4,420 New
CWP
164
Corepath Wealth Partners
Arizona
$242K +$237K +4,286 New
KWM
165
Keebeck Wealth Management
Illinois
$241K – – –
NCM
166
Narwhal Capital Management
Georgia
$235K – – –
VHAM
167
Van Hulzen Asset Management
California
$235K +$2.43K +44 +1%
AFP
168
Ausdal Financial Partners
Iowa
$234K -$1.17M -21,186 -84%
PA
169
Parallel Advisors
California
$231K – – –
ADL
170
Asset Dedication LLC
California
$229K – – –
AIC
171
Ameritas Investment Company
Nebraska
$224K +$122K +2,206 +206%
AWA
172
Acorn Wealth Advisors
Michigan
$223K -$221 -4 -0.1%
CCFM
173
Clear Creek Financial Management
Washington
$219K +$216K +3,904 New
RIA
174
Realta Investment Advisors
Delaware
$213K +$210K +3,801 New
FCA
175
FinTrust Capital Advisors
South Carolina
$211K +$40.3K +729 +24%
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