iShares Core 60/40 Balanced Allocation ETF (AOR)

Market Closed

1 Sep, 20:00

ARCA

69. 34

-0.4

-0.5736%

3.71B Market Cap

1.7% Div Yield

298,025 Volume

$ 69.74

Previous Close

Investors:

SFM

+119

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Day Range

69.25 69.64

Year Range

62.17 70.49

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iShares Core 60/40 Balanced Allocation ETF Investors

Name	Quantity	Cost	Value	Profit ($)	Gain (%)
Stephanie Ternes Wealth Forward, LLC	86,813	$4.67M	$5.95M	$1.28M	27.4%
TCG Transcendent Capital Group LLC Transcendent Capital Group LLC	8,623	$556,492.08	$602,402.78	$45,910.7	8.25%
Cynthia Schlanger Ashton Thomas Private Wealth, LLC	681	$43,921.63	$46,668.93	$2,747.3	6.26%
Janice M. Powell Diversify Advisory Services, LLC	11,837	$807,139	$829,714.53	$22,575.53	2.8%
Brady Green GGM Financials LLC	2,205	$148,811.54	$151,108.65	$2,297.11	1.54%
MA Marie-Andree Alain Federation des caisses Desjardins du Quebec	25,133	$1.36M	$1.77M	$401,737.87	29.43%
Mark R. Satkoski Midwest Capital Advisors, LLC	400	$22,928	$27,412	$4,484	19.56%
DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC	11,837	$793,408.1	$811,189.61	$17,781.51	2.24%
Nathan Edwards IMG Wealth Management, Inc.	8,953	$513,186.02	$627,560.54	$114,374.52	22.29%
Serena Grunenwald GEN Financial Management, INC.	4,210	$248,939.72	$288,511.3	$39,571.58	15.9%
Chad Warrick Summit Wealth Partners, LLC	13,215	$674,490.38	$905,623.95	$231,133.57	34.27%
Robert Roy Somnio Financial Group, LLC	5,287	$308,096.42	$362,318.11	$54,221.69	17.6%
Barry Carpenter Cascades Capital Asset Management, LLC	4,150	$269,197.5	$291,703.5	$22,506	8.36%
Teresa Coleman Creekside Partners	14,501	$959,560.27	$993,753.53	$34,193.26	3.56%
BluePointe Capital Management LLC BluePointe Capital Management LLC	22,555	$1.3M	$1.55M	$247,203.15	19.04%
Danielle N. Annechiarico Old North State Wealth Management LLC	4,668	$324,519	$319,898.04	-$4,620.96	-1.42%
Millstone Evans Group LLC Millstone Evans Group LLC	4,217	$245,856.81	$294,852.64	$48,995.83	19.93%
Highline Wealth Partners LLC Highline Wealth Partners LLC	224	$13,075.48	$15,350.72	$2,275.24	17.4%
JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC	453,418	$27.99M	$31.07M	$3.08M	11.01%
Thomas Lo Vested Financial Planning LLC	5,850	$406,559	$408,681	$2,122	0.52%

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