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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
201
Charter Oak Capital Management
New Hampshire
$161K – – –
JFA
202
JNBA Financial Advisors
Minnesota
$159K +$755 +15 +0.5%
WWM
203
Wolff Wiese Magana
California
$156K +$554 +11 +0.3%
SAM
204
Strategic Asset Management
Minnesota
$154K – – –
NL
205
NVWM LLC
Pennsylvania
$153K +$40.9K +812 +34%
PA
206
Parallel Advisors
California
$139K – – –
BAM
207
Belpointe Asset Management
Nevada
$133K -$2.57K -51 -2%
CWM
208
CarsonAllaria Wealth Management
Illinois
$119K +$352 +7 +0.3%
JWBC
209
John W. Brooker & Co
California
$114K -$149K -2,955 -55%
IA
210
IFP Advisors
Florida
$102K – – –
TF
211
TimeScale Financial
Massachusetts
$95K -$15.6K -310 -14%
LPP
212
Life Planning Partners
Florida
$92K +$11.6K +230 +14%
CFGS
213
Concourse Financial Group Securities
Alabama
$89K – – –
SWM
214
Spire Wealth Management
Virginia
$86K +$50 +1 +0.1%
CAL
215
Capital Analysts LLC
Pennsylvania
$75K -$43.4K -862 -36%
TSWM
216
Tyler-Stone Wealth Management
Ohio
$72K – – –
CWC
217
Carolinas Wealth Consulting
North Carolina
$65K -$35.7K -710 -35%
SWA
218
SOA Wealth Advisors
New York
$62K -$14.4K -286 -18%
AAP
219
Arax Advisory Partners
Colorado
$51K +$6.74K +134 +14%
BHWM
220
Bay Harbor Wealth Management
Maryland
$49K +$201 +4 +0.4%
AWM
221
AllSquare Wealth Management
New York
$45K – – –
AA
222
Ancora Advisors
Ohio
$44K – – –
CWP
223
Concord Wealth Partners
Virginia
$41K -$107K -2,133 -71%
TFGT
224
TS Financial Group (TSFG)
Illinois
$41K – – –
OC
225
Oakworth Capital
Alabama
$40K – – –
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9
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