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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
226
Harbor Investment Advisory
Maryland
$462K -$324 -5 -0.1%
SS
227
Sunbelt Securities
Texas
$453K +$1.3K +20 +0.3%
BRM
228
Boston Research & Management
Massachusetts
$452K +$1.95K +30 +0.4%
SAI
229
Savvy Advisors Inc
New York
$448K +$447K +6,896 New
TCG
230
Transcendent Capital Group
Oklahoma
$444K +$130K +1,999 +41%
HSWM
231
Hubbell Strickland Wealth Management
Louisiana
$443K -$9.6K -148 -2%
CCM
232
Canal Capital Management
Virginia
$440K -$908 -14 -0.2%
VFS
233
Valpey Financial Services
New Hampshire
$438K +$16.7K +257 +4%
FPAS
234
Focus Partners Advisor Solutions
Missouri
$432K -$550K -8,479 -56%
WIA
235
Wealthedge Investment Advisors
New York
$429K +$17.8K +275 +4%
RPA
236
Redwood Park Advisors
California
$429K +$158K +2,429 +58%
AGWCA
237
Annis Gardner Whiting Capital Advisors
Florida
$427K – – –
MNA
238
Manning & Napier Advisors
New York
$425K -$351K -5,403 -45%
CPG
239
Cornerstone Planning Group
New Jersey
$423K +$13.1K +202 +3%
CA
240
CoreCap Advisors
Michigan
$420K +$519 +8 +0.1%
MBFW
241
Morton Brown Family Wealth
Pennsylvania
$420K +$1.17K +18 +0.3%
CWA
242
Crusonia Wealth Advisors
Colorado
$415K +$414K +6,380 New
DP
243
Divergent Planning
Maryland
$409K +$11.3K +174 +3%
BSWM
244
Boston Standard Wealth Management
Massachusetts
$408K -$27.4K -423 -6%
MFG
245
Merit Financial Group
Georgia
$404K -$122K -1,886 -23%
XF
246
XML Financial
Maryland
$403K – – –
RIA
247
Regal Investment Advisors
Michigan
$402K +$402K +6,191 New
CA
248
Continuum Advisory
Idaho
$400K +$399K +6,150 New
PPWM
249
Premier Private Wealth Management
Florida
$397K +$387K +5,968 New
DC
250
Dorval Corp
Minnesota
$395K – – –
8 9
10
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