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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
126
Atria Wealth Solutions
New York
$751K +$360K +6,517 +96%
SWP
127
Summit Wealth Partners
Florida
$749K -$8.68K -157 -1%
CWM
128
Cahaba Wealth Management
Georgia
$746K -$36.9K -668 -5%
EH
129
Equitable Holdings
New York
$728K +$242K +4,382 +51%
MBFW
130
Morton Brown Family Wealth
Pennsylvania
$722K +$3.59K +65 +0.5%
BFG
131
Buttonwood Financial Group
Missouri
$708K +$27.8K +503 +4%
TWP
132
Tempus Wealth Planning
California
$707K +$108K +1,960 +18%
PCMC
133
Private Capital Management (Colorado)
Colorado
$705K -$172K -3,103 -20%
NWM
134
Napa Wealth Management
California
$702K +$248K +4,492 +56%
CTC
135
Central Trust Company
Missouri
$684K +$24.5K +444 +4%
WP
136
Westmount Partners
California
$676K +$6.8K +123 +1%
GS
137
GTS Securities
Florida
$674K +$661K +11,964 New
MCIA
138
Mountain Capital Investment Advisors
Colorado
$654K +$62K +1,121 +11%
SAG
139
SageView Advisory Group
California
$651K +$639K +11,562 New
IFWM
140
Institute for Wealth Management
Colorado
$642K +$125K +2,264 +25%
NEPWA
141
New England Private Wealth Advisors
Massachusetts
$639K +$1.66K +30 +0.3%
KWM
142
Kingsview Wealth Management
Oregon
$625K -$183K -3,306 -23%
SC
143
Scotia Capital
Ontario, Canada
$624K +$47.2K +854 +8%
TW
144
TrinityPoint Wealth
Connecticut
$620K +$30.5K +551 +5%
AF
145
Advisornet Financial
Minnesota
$617K -$47.1K -853 -7%
NA
146
NewEdge Advisors
Louisiana
$609K +$22.4K +406 +4%
MAWA
147
Moss Adams Wealth Advisors
Washington
$604K +$111 +2 +0%
SA
148
Sanctuary Advisors
Indiana
$597K +$608K +11,009 New
MGIA
149
Moneta Group Investment Advisors
Missouri
$593K – – –
SS
150
Sunbelt Securities
Texas
$585K +$253K +4,576 +79%
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