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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
176
Sargent Bickham Lagudis
Colorado
$41K +$241 +5 +0.6%
RCM
177
Rain Capital Management
Oregon
$38K +$241 +5 +0.6%
ADL
178
Asset Dedication LLC
California
$31K – – –
FHA
179
Flagship Harbor Advisors
Massachusetts
$30K +$13.8K +286 +82%
ASN
180
Advisory Services Network
Georgia
$30K +$29.5K +612 New
DAM
181
Delta Asset Management
Tennessee
$27K -$4.82K -100 -15%
MIM
182
Macroview Investment Management
Maryland
$25K -$10.2K -212 -29%
RIM
183
Rockbridge Investment Management
New York
$25K – – –
HR
184
Howe & Rusling
New York
$19K – – –
SC
185
SouthState Corp
Florida
$19K – – –
JWBC
186
John W. Brooker & Co
California
$19K +$18.2K +377 +3,770%
APC
187
Aspire Private Capital
North Carolina
$16K +$15.5K +322 New
AA
188
Ancora Advisors
Ohio
$14K – – –
AIP
189
Ameritas Investment Partners
Nebraska
$13K – – –
MA
190
MCF Advisors
Kentucky
$13K – – –
IA
191
IFP Advisors
Florida
$12K +$48 +1 +0.4%
LWM
192
Liberty Wealth Management
California
$11K – – –
AF
193
Affiance Financial
Minnesota
$10K – – –
1IA
194
1834 Investment Advisors
Wisconsin
$8K – – –
LF
195
Lee Financial
Texas
$8K – – –
WEC
196
Winslow Evans & Crocker
Massachusetts
$8K – – –
CSPIA
197
Cary Street Partners Investment Advisory
Virginia
$8K +$8.01K +166 New
FWM
198
Focused Wealth Management
New York
$7K +$48 +1 +0.7%
JAWM
199
J. Arnold Wealth Management
Ohio
$5K -$4.87K -101 -50%
VNA
200
Valley National Advisers
Pennsylvania
$5K – – –
5 6 7
8
9