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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
MWG
126
Martin Worley Group
Utah
$1.06M -$52.3K -895 -5%
IWM
127
IMG Wealth Management
Florida
$1.05M -$173K -2,967 -15%
WA
128
WBH Advisory
Maryland
$1.05M -$10.7K -183 -1%
CBA
129
Coastal Bridge Advisors
Connecticut
$1.04M +$336K +5,749 +52%
MAM
130
Milestone Asset Management
Pennsylvania
$1.03M +$35.6K +609 +4%
MAWA
131
Moss Adams Wealth Advisors
Washington
$1.01M +$37.1K +636 +4%
SPC
132
Sigma Planning Corp
Michigan
$988K -$38.7K -662 -4%
CCWA
133
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$981K -$27.1K -464 -3%
MGIA
134
Moneta Group Investment Advisors
Missouri
$977K – – –
GFG
135
Greystone Financial Group
Michigan
$964K -$63.5K -1,088 -7%
TC
136
Trilogy Capital
California
$952K +$196K +3,353 +28%
CA
137
Clearstead Advisors
Ohio
$943K – – –
HFA
138
High Falls Advisors
New York
$930K -$122K -2,082 -12%
MLFP
139
MPS Loria Financial Planners
Illinois
$929K +$59.8K +1,024 +7%
CTC
140
Central Trust Company
Missouri
$892K +$64.7K +1,108 +8%
NA
141
NewEdge Advisors
Louisiana
$891K +$305K +5,218 +56%
PP
142
PDS Planning
Ohio
$870K -$10.9K -187 -1%
HA
143
Hanover Advisors
South Carolina
$853K +$809K +13,848 New
AG
144
AmeriFlex Group
Nevada
$846K -$16.9K -289 -2%
RFA
145
Reyes Financial Architecture
California
$832K +$428K +7,326 +118%
EGM
146
Engineers Gate Manager
New York
$820K -$112K -1,915 -13%
GRP
147
Global Retirement Partners
California
$792K +$751K +12,856 New
WP
148
Westmount Partners
California
$770K +$21.7K +371 +3%
PFA
149
Pure Financial Advisors
California
$764K +$6.07K +104 +0.8%
SWP
150
Summit Wealth Partners
Florida
$761K -$6.13K -105 -0.8%
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