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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
276
RFP Financial Group
Georgia
$29.6K +$29.5K +627 New
MIM
277
Macroview Investment Management
Maryland
$26.5K – – –
TFGT
278
TS Financial Group (TSFG)
Illinois
$26K – – –
EWM
279
Evermay Wealth Management
Virginia
$24.2K – – –
GM
280
GeoWealth Management
Illinois
$21K +$9.74K +207 +84%
SBL
281
Sargent Bickham Lagudis
Colorado
$20.8K +$94 +2 +0.5%
CFD
282
Creative Financial Designs
Indiana
$20.4K – – –
MWC
283
MBM Wealth Consultants
Missouri
$20K +$19.4K +412 New
EE
284
EWG Elevate
California
$19.8K +$19.8K +420 New
SC
285
SouthState Corp
Florida
$18.4K – – –
DAM
286
Delta Asset Management
Tennessee
$17K +$16.9K +360 New
S
287
SignatureFD
Georgia
$16.6K – – –
FCMT
288
Founders Capital Management (Texas)
Texas
$16K – – –
FCA
289
Fortis Capital Advisors
Kansas
$14.1K +$14.1K +300 New
MA
290
MCF Advisors
Kentucky
$12.8K – – –
NA
291
NewEdge Advisors
Louisiana
$12.3K +$72.2K +1,535 New
GRP
292
Global Retirement Partners
California
$9.94K +$282 +6 +3%
PWMA
293
Pension & Wealth Management Advisors
Massachusetts
$9.53K +$9.5K +202 New
GIA
294
Goodwin Investment Advisory
Georgia
$9.43K – – –
SWM
295
Sanctuary Wealth Management
Idaho
$9.2K +$9.18K +195 New
RG
296
Retirement Group
California
$9K – – –
LF
297
Lee Financial
Texas
$7.78K – – –
FWM
298
Focused Wealth Management
New York
$7.08K +$47 +1 +0.7%
IFAM
299
Institutional & Family Asset Management
Colorado
$7.07K – – –
LC
300
Lindbrook Capital
California
$7.07K +$7.06K +150 New
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