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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
176
HM Payson & Co
Maine
$220K – – –
CIAS
177
Capital Investment Advisory Services
North Carolina
$216K -$1.36K -28 -0.6%
JCM
178
Jacobsen Capital Management
Utah
$214K -$14.8K -305 -6%
CWP
179
Corepath Wealth Partners
Arizona
$214K +$16.7K +345 +8%
JCM
180
J2 Capital Management
Michigan
$213K -$84.9K -1,752 -27%
MFGP
181
Marshall Financial Group (Pennsylvania)
Pennsylvania
$213K +$230K +4,750 New
MPPLM
182
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$211K -$19.7K -407 -8%
T
183
TCWP
Ohio
$211K +$229K +4,726 New
CF
184
Centaurus Financial
California
$210K -$9.35K -193 -4%
SFG
185
Sovereign Financial Group
Connecticut
$209K +$97 +2 +0%
IF
186
Intrua Financial
Texas
$208K – – –
WA
187
WBH Advisory
Maryland
$207K -$506K -10,444 -69%
JWBC
188
John W. Brooker & Co
California
$207K +$108K +2,233 +94%
CAWM
189
Capital Advisors Wealth Management
Washington
$201K +$5.42K +112 +3%
WWM
190
Wolff Wiese Magana
California
$198K +$56.8K +1,173 +36%
ADL
191
Asset Dedication LLC
California
$183K +$199K +4,100 New
HSA
192
HBK Sorce Advisory
Pennsylvania
$181K +$8.48M +175,000 New
CL
193
COWA LLC
Oklahoma
$159K +$171K +3,540 New
IA
194
IFP Advisors
Florida
$157K +$68.7K +1,418 +54%
NL
195
NVWM LLC
Pennsylvania
$151K +$7.89K +163 +5%
JFA
196
JNBA Financial Advisors
Minnesota
$150K +$2.28K +47 +1%
TF
197
TimeScale Financial
Massachusetts
$148K +$64.4K +1,330 +67%
SAM
198
Strategic Asset Management
Minnesota
$143K – – –
BAM
199
Belpointe Asset Management
Nevada
$135K +$12.6K +261 +9%
PA
200
Parallel Advisors
California
$129K – – –
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8
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