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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
201
Weitzel Financial Services
Iowa
$226K +$17.6K +350 +9%
CCFM
202
Clear Creek Financial Management
Washington
$226K +$17.2K +341 +8%
CCA
203
Cora Capital Advisors
New Jersey
$224K -$28K -556 -11%
BJL
204
Brighton Jones LLC
Washington
$223K -$18.4K -365 -8%
CCWM
205
Cassaday & Co Wealth Management
Virginia
$220K +$302 +6 +0.1%
TSWM
206
Tyler-Stone Wealth Management
Ohio
$217K +$213K +4,227 New
NCM
207
Narwhal Capital Management
Georgia
$216K – – –
MFGP
208
Marshall Financial Group (Pennsylvania)
Pennsylvania
$216K -$1.31K -26 -0.6%
PWM
209
Perigon Wealth Management
California
$212K – – –
ADL
210
Asset Dedication LLC
California
$211K – – –
SM
211
Sensible Money
Arizona
$211K – – –
CF
212
Centaurus Financial
California
$210K -$18.8K -373 -8%
CWM
213
Chesapeake Wealth Management
Virginia
$204K +$199K +3,960 New
WWM
214
Wolff Wiese Magana
California
$203K -$24.9K -495 -11%
AFG
215
AFS Financial Group
Maryland
$200K +$196K +3,894 New
SS
216
Sunbelt Securities
Texas
$199K – – –
CPG
217
Cornerstone Planning Group
New Jersey
$198K +$194K +3,846 New
NL
218
NVWM LLC
Pennsylvania
$185K +$12.1K +240 +7%
TF
219
TimeScale Financial
Massachusetts
$177K +$8.5K +169 +5%
PA
220
Parallel Advisors
California
$143K -$1.76K -35 -1%
CWM
221
CarsonAllaria Wealth Management
Illinois
$141K +$10.6K +210 +8%
CFGS
222
Concourse Financial Group Securities
Alabama
$128K +$31.2K +620 +33%
JFA
223
JNBA Financial Advisors
Minnesota
$119K -$10.6K -210 -8%
RIA
224
Realta Investment Advisors
Delaware
$113K +$110K +2,192 New
SWM
225
Spire Wealth Management
Virginia
$111K +$13.7K +272 +14%
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9
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