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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
176
Van Hulzen Asset Management
California
$247K +$14.5K +257 +6%
AFP
177
Ausdal Financial Partners
Iowa
$240K +$7.73K +137 +3%
KWM
178
Keebeck Wealth Management
Illinois
$239K – – –
CAG
179
Compass Advisory Group
New York
$238K +$242K +4,287 New
IA
180
IFG Advisory
Georgia
$235K +$239K +4,246 New
NCM
181
Narwhal Capital Management
Georgia
$233K – – –
AIC
182
Ameritas Investment Company
Nebraska
$228K +$46.9K +832 +25%
ADL
183
Asset Dedication LLC
California
$227K – – –
FCA
184
FinTrust Capital Advisors
South Carolina
$226K +$17.8K +315 +8%
FAM
185
Formidable Asset Management
Ohio
$221K -$222K -3,936 -50%
AWA
186
Acorn Wealth Advisors
Michigan
$221K +$564 +10 +0.3%
RIA
187
Realta Investment Advisors
Delaware
$221K +$9.93K +176 +5%
CCFM
188
Clear Creek Financial Management
Washington
$219K +$2.2K +39 +1%
VWM
189
Venturi Wealth Management
Texas
$215K +$11.4K +202 +5%
SCM
190
Stonehearth Capital Management
Massachusetts
$208K -$48.5K -860 -19%
WCFA
191
Walkner Condon Financial Advisors
Wisconsin
$208K – – –
PWM
192
Perigon Wealth Management
California
$204K – – –
RFN
193
RDA Financial Network
Iowa
$201K +$56 +1 +0%
IF
194
Ironwood Financial
Arizona
$194K – – –
COCM
195
Charter Oak Capital Management
New Hampshire
$190K +$2.99K +53 +2%
JWA
196
JFS Wealth Advisors
Pennsylvania
$189K +$959 +17 +0.5%
SAM
197
Strategic Asset Management
Minnesota
$178K +$180K +3,200 New
CF
198
Centaurus Financial
California
$173K -$301K -5,329 -63%
WWM
199
Wolff Wiese Magana
California
$170K +$1.47K +26 +0.9%
CFGS
200
Concourse Financial Group Securities
Alabama
$160K +$81.4K +1,444 +100%
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