AOR icon

iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
176
Golden State Wealth Management
California
$15K +$17.1K +372 New
GFPC
177
Global Financial Private Client
Florida
$14.6K – – –
FCMT
178
Founders Capital Management (Texas)
Texas
$14K – – –
FWM
179
FSA Wealth Management
Massachusetts
$14K +$138 +3 +0.9%
LPWM
180
Lake Point Wealth Management
Texas
$13K – – –
AA
181
Ancora Advisors
Ohio
$12K – – –
AIP
182
Ameritas Investment Partners
Nebraska
$11K – – –
MA
183
MCF Advisors
Kentucky
$11K – – –
NL
184
NVWM LLC
Pennsylvania
$10K +$7.67K +167 +253%
BWM
185
BerganKDV Wealth Management
Minnesota
$10K +$11.1K +241 New
DWM
186
Darwin Wealth Management
Florida
$10K +$11.9K +259 New
LWM
187
Liberty Wealth Management
California
$9K – – –
JAWM
188
J. Arnold Wealth Management
Ohio
$8K -$161K -3,517 -95%
WEC
189
Winslow Evans & Crocker
Massachusetts
$8K – – –
1IA
190
1834 Investment Advisors
Wisconsin
$7K – – –
LF
191
Lee Financial
Texas
$7K – – –
FWM
192
Focused Wealth Management
New York
$6K – – –
S
193
SignatureFD
Georgia
$6K +$6.24K +136 New
BBA
194
Braun-Bostich & Associates
Pennsylvania
$4K – – –
VNA
195
Valley National Advisers
Pennsylvania
$4K – – –
CIAS
196
Capital Investment Advisory Services
North Carolina
$3K – – –
LAS
197
Lloyd Advisory Services
Georgia
$3K +$3.35K +73 New
JWM
198
Janiczek Wealth Management
Colorado
$3K +$3.67K +80 New
CCM
199
Cribstone Capital Management
Maine
$1K – – –
WAP
200
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
6 7
8
9 10