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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCWA
201
Pacific Capital Wealth Advisors
California
$490K -$482K -8,249 -51%
CF
202
Centaurus Financial
California
$489K +$20.7K +355 +5%
CI
203
CX Institutional
Indiana
$487K -$7.36K -126 -2%
CPCM
204
Cardinal Point Capital Management
Ontario, Canada
$486K -$120K -2,060 -21%
WIA
205
Wealthedge Investment Advisors
New York
$468K +$69.3K +1,186 +18%
SFG
206
Somnio Financial Group
Connecticut
$464K +$440K +7,538 New
HSWM
207
Hubbell Strickland Wealth Management
Louisiana
$462K +$6.66K +114 +2%
FHC
208
First Heartland Consultants
Missouri
$457K +$134K +2,286 +45%
SFM
209
Signet Financial Management
New Jersey
$455K +$167K +2,862 +63%
IIC
210
Integrated Investment Consultants
Michigan
$452K +$4.11M +70,304 +24%
BSWM
211
Boston Standard Wealth Management
Massachusetts
$447K +$31.7K +543 +8%
MFG
212
Merit Financial Group
Georgia
$445K -$24.4K -418 -5%
WIM
213
Westside Investment Management
California
$444K +$421K +7,210 New
HIA
214
Harbor Investment Advisory
Maryland
$434K +$15K +257 +4%
SS
215
Sunbelt Securities
Texas
$433K +$15.8K +271 +4%
HIP
216
HUB Investment Partners
Texas
$424K +$9.99K +171 +3%
BRM
217
Boston Research & Management
Massachusetts
$423K -$94.8K -1,623 -19%
SG
218
StoneX Group
New York
$415K +$97.4K +1,668 +33%
VFS
219
Valpey Financial Services
New Hampshire
$404K +$384K +6,568 New
MBFW
220
Morton Brown Family Wealth
Pennsylvania
$394K +$2.75K +47 +0.7%
EWA
221
Elevate Wealth Advisory
Georgia
$394K +$3.74K +64 +1%
DAS
222
Diversify Advisory Services
Utah
$385K +$360K +6,169 New
XF
223
XML Financial
Maryland
$383K +$363K +6,218 New
IAIM
224
International Assets Investment Management
Florida
$379K +$13.4K +230 +4%
DP
225
Divergent Planning
Maryland
$376K +$8.23K +141 +2%
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