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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
201
Atlas Capital Advisors
Wyoming
$351K -$139K -2,520 -29%
DC
202
Dorval Corp
Minnesota
$350K – – –
EA
203
Efficient Advisors
Ohio
$349K -$42.2K -764 -11%
VA
204
Valmark Advisers
Ohio
$338K -$241K -4,366 -42%
GVAG
205
Great Valley Advisor Group
Delaware
$337K +$331K +5,989 New
KOC
206
Koss-Olinger Consulting
Florida
$334K +$327K +5,925 New
BPA
207
Beacon Pointe Advisors
California
$326K -$17K -307 -5%
SG
208
StoneX Group
New York
$323K -$20.8K -376 -6%
DP
209
Divergent Planning
Maryland
$317K +$20.9K +379 +7%
PAA
210
Peregrine Asset Advisers
Oregon
$316K – – –
PSCM
211
Per Stirling Capital Management
Texas
$314K +$11.9K +215 +4%
VHAM
212
Van Hulzen Asset Management
California
$313K -$9.23K -167 -3%
NL
213
NVWM LLC
Pennsylvania
$312K +$9.73K +176 +3%
CPG
214
Cornerstone Planning Group
New Jersey
$299K +$18.3K +331 +7%
AF
215
Affiance Financial
Minnesota
$296K +$497 +9 +0.2%
AFP
216
Ausdal Financial Partners
Iowa
$291K +$11.6K +210 +4%
FHA
217
Flagship Harbor Advisors
Massachusetts
$286K +$829 +15 +0.3%
CPA
218
Clear Point Advisors
New York
$284K +$5.75K +104 +2%
SFG
219
Somnio Financial Group
Connecticut
$283K +$278K +5,032 New
CAM
220
Carret Asset Management
New York
$283K – – –
SFM
221
Signet Financial Management
New Jersey
$280K – – –
SC
222
Savant Capital
Illinois
$268K +$263K +4,762 New
HWM
223
Howard Wealth Management
Connecticut
$265K -$15.1K -274 -5%
GRP
224
Global Retirement Partners
California
$265K +$995 +18 +0.4%
SFG
225
Sovereign Financial Group
Connecticut
$262K – – –
7 8
9
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