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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
151
Worth Asset Management
Texas
$427K +$420K +8,544 New
SFWA
152
Summit Financial Wealth Advisors
Louisiana
$424K – – –
FWM
153
FFT Wealth Management
Pennsylvania
$419K +$412K +8,377 New
EA
154
Efficient Advisors
Ohio
$408K -$91.4K -1,857 -19%
RBFC
155
Roman Butler Fullerton & Co
Missouri
$401K – – –
MWM
156
Mascoma Wealth Management
New Hampshire
$397K -$30.5K -619 -7%
GC
157
Gould Capital
Washington
$396K +$41.9K +852 +12%
CC
158
Cypress Capital
Tennessee
$382K -$88.5K -1,798 -19%
AWM
159
Avior Wealth Management
Nebraska
$374K – – –
CWM
160
C2C Wealth Management
Arizona
$373K +$368K +7,475 New
AFP
161
Ausdal Financial Partners
Iowa
$370K -$12.9K -262 -3%
AAS
162
Ameritas Advisory Services
Nebraska
$360K -$90.4K -1,837 -20%
AF
163
Affiance Financial
Minnesota
$359K -$7.24M -147,192 -95%
PFS
164
Prospera Financial Services
Texas
$358K – – –
CCM
165
Canal Capital Management
Virginia
$347K -$2.61K -53 -0.8%
MFS
166
Madrona Financial Services
Washington
$346K -$216K -4,385 -39%
OGF
167
Orin Green Financial
California
$346K +$10.1K +206 +3%
GWCM
168
Godshalk Welsh Capital Management
Pennsylvania
$344K +$31.9K +648 +10%
VA
169
Valmark Advisers
Ohio
$337K +$17.7K +359 +6%
DADC
170
D.A. Davidson & Co
Montana
$334K -$157K -3,187 -32%
HIA
171
Harbor Investment Advisory
Maryland
$330K -$33.7K -684 -9%
CAM
172
Carret Asset Management
New York
$326K +$321K +6,522 New
RFN
173
RDA Financial Network
Iowa
$323K -$984 -20 -0.3%
PWP
174
Principle Wealth Partners
Connecticut
$314K +$309K +6,274 New
KOC
175
Koss-Olinger Consulting
Florida
$301K – – –
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7
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