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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
RFWA
176
RPg Family Wealth Advisory
Massachusetts
$48.1K – – –
AWM
177
AllSquare Wealth Management
New York
$45K – – –
EWM
178
EPG Wealth Management
Georgia
$43K +$42.2K +900 New
TFGT
179
TS Financial Group (TSFG)
Illinois
$41K -$8.9K -190 -18%
OC
180
Oakworth Capital
Alabama
$40K – – –
DAM
181
Delta Asset Management
Tennessee
$34K +$32.9K +703 New
CAAS
182
Capital Asset Advisory Services
Michigan
$31K +$29.5K +629 New
AIC
183
Archer Investment Corporation
Indiana
$31K +$29.9K +639 New
ASN
184
Advisory Services Network
Georgia
$26K +$25.4K +542 New
HR
185
Howe & Rusling
New York
$19K – – –
SC
186
SouthState Corp
Florida
$19K – – –
IA
187
IFP Advisors
Florida
$18K -$33.7K -719 -65%
GFPC
188
Global Financial Private Client
Florida
$17.2K +$16.9K +360 New
FCMT
189
Founders Capital Management (Texas)
Texas
$16K – – –
LPWM
190
Lake Point Wealth Management
Texas
$16K +$15.3K +326 New
FWM
191
FSA Wealth Management
Massachusetts
$16K +$15.7K +335 New
TA
192
TFG Advisers
Michigan
$16K +$15.9K +339 New
FDCDDQ
193
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.8K – – –
WA
194
WestEnd Advisors
North Carolina
$14.7K -$4.5K -96 -24%
AA
195
Ancora Advisors
Ohio
$14K +$13.3K +285 New
AIP
196
Ameritas Investment Partners
Nebraska
$13K – – –
GRP
197
Global Retirement Partners
California
$13K – – –
MA
198
MCF Advisors
Kentucky
$13K – – –
LWM
199
Liberty Wealth Management
California
$10K – – –
AF
200
Affiance Financial
Minnesota
$10K +$10.1K +215 New
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