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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
176
Eudaimonia Advisors
Tennessee
$418K – – –
NCM
177
New Capital Management
Texas
$418K +$20.6K +409 +5%
NEPWA
178
New England Private Wealth Advisors
Massachusetts
$417K -$170K -3,363 -30%
GFA
179
Gallagher Fiduciary Advisors
Illinois
$407K +$70.4K +1,394 +22%
SPC
180
Sigma Planning Corp
Michigan
$404K +$384K +7,597 New
CWM
181
C2C Wealth Management
Arizona
$404K +$5.05K +100 +1%
PJWM
182
Philip James Wealth Mangement
Georgia
$400K +$380K +7,526 New
CC
183
Cypress Capital
Tennessee
$400K – – –
W
184
Wealthquest
Ohio
$398K -$124K -2,464 -25%
MWM
185
Modera Wealth Management
New Jersey
$392K +$107K +2,126 +41%
WWM
186
Western Wealth Management
Colorado
$391K +$1.51K +30 +0.4%
GC
187
Gould Capital
Washington
$389K -$30.3K -601 -8%
EH
188
Equitable Holdings
New York
$388K +$28.4K +563 +8%
RWM
189
Reston Wealth Management
Virginia
$385K +$56.6K +1,122 +18%
RBFC
190
Roman Butler Fullerton & Co
Missouri
$383K -$44.4K -880 -11%
BWG
191
Balanced Wealth Group
Ohio
$374K +$355K +7,027 New
VWM
192
Venturi Wealth Management
Texas
$372K +$45.7K +906 +15%
SA
193
Strategic Advocates
Utah
$370K -$52.6K -1,041 -13%
EA
194
Efficient Advisors
Ohio
$365K -$62.3K -1,234 -15%
SSC
195
Syverson Strege & Co
Iowa
$361K -$137K -2,719 -29%
RFN
196
RDA Financial Network
Iowa
$360K +$20.2K +401 +6%
AWS
197
Atria Wealth Solutions
New York
$356K +$3.79K +75 +1%
GCM
198
G2 Capital Management
Ohio
$351K – – –
HIA
199
Harbor Investment Advisory
Maryland
$349K -$4.04K -80 -1%
CCM
200
Canal Capital Management
Virginia
$345K -$32.7K -647 -9%
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