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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
176
World Investment Advisors
California
$532K -$65.5K -1,126 -11%
WANY
177
Wealthspire Advisors (New York)
New York
$507K +$245K +4,212 +92%
GIA
178
Gladstone Institutional Advisory
Florida
$506K – – –
MCIA
179
Mountain Capital Investment Advisors
Colorado
$502K -$36.9K -634 -7%
NCM
180
New Capital Management
Texas
$501K -$14.4K -247 -3%
NL
181
NVWM LLC
Pennsylvania
$497K +$94.5K +1,623 +23%
OFG
182
Oxford Financial Group
Indiana
$493K +$9.2K +158 +2%
FA
183
Fermata Advisors
California
$492K +$287K +4,924 +136%
BRM
184
Boston Research & Management
Massachusetts
$489K +$3.49K +60 +0.7%
SFWA
185
Summit Financial Wealth Advisors
Louisiana
$488K – – –
CFA
186
Camarda Financial Advisors
Florida
$479K -$48.8K -839 -9%
TSWM
187
Tyler-Stone Wealth Management
Ohio
$473K – – –
SA
188
Strategic Advocates
Utah
$464K -$7.28K -125 -2%
CI
189
CX Institutional
Indiana
$463K +$468K +8,037 New
OGF
190
Orin Green Financial
California
$454K +$479K +8,230 New
MFG
191
Merit Financial Group
Georgia
$440K -$30K -516 -6%
FFG
192
Fiduciary Financial Group
California
$438K +$9.72K +167 +2%
CF
193
Centaurus Financial
California
$437K +$58.8K +1,010 +15%
HSWM
194
Hubbell Strickland Wealth Management
Louisiana
$426K -$5.94K -102 -1%
SS
195
Sunbelt Securities
Texas
$419K -$15.8K -271 -4%
OIA
196
OneDigital Investment Advisors
Kansas
$413K +$97.6K +1,677 +30%
JWCA
197
J.W. Cole Advisors
Florida
$410K +$415K +7,124 New
VWM
198
Venturi Wealth Management
Texas
$399K +$26.8K +461 +7%
HIA
199
Harbor Investment Advisory
Maryland
$391K +$5.76K +99 +1%
HIP
200
HUB Investment Partners
Texas
$387K +$19.3K +331 +5%
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