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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
176
Centaurus Financial
California
$278K -$4.08K -75 -1%
JCM
177
Jacobsen Capital Management
Utah
$273K -$127K -2,339 -32%
SOS
178
Silver Oak Securities
Tennessee
$273K +$280K +5,138 New
VHAM
179
Van Hulzen Asset Management
California
$272K +$40.9K +752 +18%
HWM
180
Howard Wealth Management
Connecticut
$271K +$2.45K +45 +0.9%
OAM
181
Occidental Asset Management
California
$270K -$13.6K -250 -5%
CRC
182
Curi RMB Capital
Illinois
$270K – – –
RIL
183
Rothschild Investment LLC
Illinois
$270K – – –
AWM
184
Axxcess Wealth Management
California
$270K +$3.1K +57 +1%
HPC
185
HM Payson & Co
Maine
$266K – – –
F
186
F3Logic
Minnesota
$264K -$120K -2,203 -31%
CFG
187
CKW Financial Group
Hawaii
$264K +$28.6K +525 +12%
CIAS
188
Capital Investment Advisory Services
North Carolina
$262K – – –
CWP
189
Corepath Wealth Partners
Arizona
$259K +$7.73K +142 +3%
IF
190
Intrua Financial
Texas
$256K -$5.45K -100 -2%
BOPW
191
Brandywine Oak Private Wealth
Pennsylvania
$243K +$9.64K +177 +4%
MPPLM
192
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$236K -$18.6K -342 -7%
CAWM
193
Capital Advisors Wealth Management
Washington
$236K – – –
SCM
194
Stonehearth Capital Management
Massachusetts
$234K -$13.3K -244 -5%
KWM
195
Keebeck Wealth Management
Illinois
$232K – – –
CA
196
Cetera Advisors
Colorado
$228K +$230K +4,217 New
NCM
197
Narwhal Capital Management
Georgia
$227K – – –
AWA
198
Acorn Wealth Advisors
Michigan
$226K -$5.93K -109 -3%
CCFM
199
Clear Creek Financial Management
Washington
$225K +$6.7K +123 +3%
ADL
200
Asset Dedication LLC
California
$221K – – –
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