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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
176
Camarda Financial Advisors
Florida
$525K -$21.1K -360 -4%
CIA
177
Concurrent Investment Advisors
Florida
$523K +$25.7K +439 +5%
MWM
178
Modera Wealth Management
New Jersey
$521K +$4.22K +72 +0.8%
NCM
179
New Capital Management
Texas
$513K -$11K -188 -2%
FWM
180
FFT Wealth Management
Pennsylvania
$513K – – –
GIA
181
Gladstone Institutional Advisory
Florida
$504K – – –
SFWA
182
Summit Financial Wealth Advisors
Louisiana
$493K – – –
BRM
183
Boston Research & Management
Massachusetts
$484K -$11K -188 -2%
OFG
184
Oxford Financial Group
Indiana
$482K +$3.98K +68 +0.8%
NA
185
NewEdge Advisors
Louisiana
$481K -$10.8K -184 -2%
TSWM
186
Tyler-Stone Wealth Management
Ohio
$471K -$9.25K -158 -2%
SA
187
Strategic Advocates
Utah
$469K +$48.8K +833 +11%
MFG
188
Merit Financial Group
Georgia
$468K +$478K +8,160 New
MLFP
189
MPS Loria Financial Planners
Illinois
$459K +$149K +2,545 +47%
OGF
190
Orin Green Financial
California
$452K -$439K -7,502 Closed
MAV
191
Mason & Associates (Virginia)
Virginia
$451K -$1.17K -20 -0.3%
FFG
192
Fiduciary Financial Group
California
$442K +$14.7K +251 +3%
SS
193
Sunbelt Securities
Texas
$433K -$81.9K -1,399 -16%
HSWM
194
Hubbell Strickland Wealth Management
Louisiana
$430K -$65.2K -1,114 -13%
BSWM
195
Boston Standard Wealth Management
Massachusetts
$416K +$28.8K +491 +7%
NL
196
NVWM LLC
Pennsylvania
$402K +$42.4K +724 +12%
CPG
197
Cornerstone Planning Group
New Jersey
$398K +$6.91K +118 +2%
HIA
198
Harbor Investment Advisory
Maryland
$384K +$7.2K +123 +2%
CF
199
Centaurus Financial
California
$377K -$12.9K -220 -3%
SFG
200
Somnio Financial Group
Connecticut
$375K +$87K +1,486 +29%
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