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 (%)
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA	581	$33,367.62	$40,725.2	$7,357.58	22.05%
RFA Reyes Financial Architecture Inc. Reyes Financial Architecture Inc.	81,320	$5.64M	$5.57M	-$64,244.59	-1.14%
MWG Martin Worley Group Martin Worley Group	17,246	$988,540.28	$1.18M	$193,328.1	19.56%
Westmount Partners LLC Westmount Partners LLC	24,291	$1.41M	$1.66M	$256,409.15	18.21%
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC	8,790	$565,872	$602,378.7	$36,506.7	6.45%
TM Terry McHugh McHugh Group LLC	15,000	$1.04M	$1.03M	-$14,550	-1.4%
Redwood Park Advisors LLC Redwood Park Advisors LLC	6,875	$425,709.92	$480,700	$54,990.08	12.92%
RFL Rossby Financial LLC Rossby Financial LLC	169	$10,794.85	$11,581.57	$786.72	7.29%
SFA Salus Financial Advisors LLC Salus Financial Advisors LLC	2,970	$206,429	$207,513.9	$1,084.9	0.53%
JH Julie Hazzard 10Elms LLP	264	$18,348	$18,556.56	$208.56	1.14%
FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC	47	$2,709.5	$3,220.91	$511.41	18.87%
AWM Apex Wealth Management LLC Apex Wealth Management LLC	2,887	$200,628	$201,859.04	$1,231.04	0.61%
Ameriflex Group Inc. Ameriflex Group Inc.	7,392	$475,896.87	$519,583.68	$43,686.81	9.18%
Wealthedge Investment Advisors LLC Wealthedge Investment Advisors LLC	5,966	$349,192.53	$408,849.98	$59,657.45	17.08%
Kevin Serrapede Capstone Wealth Management Group LLC	4,261	$274,323	$292,006.33	$17,683.33	6.45%
PAY Phil A. Younker & Associates Ltd. Phil A. Younker & Associates Ltd.	157,991	$9.51M	$11.07M	$1.57M	16.48%
RAL Ransom Advisory Ltd. Ransom Advisory Ltd.	1,000	$65,010	$68,530	$3,520	5.41%
HFM Investment Advisors LLC HFM Investment Advisors LLC	11,278	$650,791.91	$772,881.34	$122,089.43	18.76%
Tyler Rudek Heritage Wealth Architects Inc.	20,172	$1.33M	$1.38M	$48,473.15	3.63%
Legacy Advisory Services LLC Legacy Advisory Services LLC	34,481	$2.01M	$2.36M	$357,220.8	17.81%

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