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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
201
World Investment Advisors
California
$518K -$69.1K -1,105 -12%
FFG
202
Fiduciary Financial Group
California
$516K -$14.1K -225 -3%
OGF
203
Orin Green Financial
California
$513K -$6.94K -111 -1%
CI
204
CX Institutional
Indiana
$509K – – –
CF
205
Centaurus Financial
California
$508K -$3.44K -55 -0.7%
DAS
206
Diversify Advisory Services
Utah
$501K +$95.2K +1,523 +25%
MWA
207
Medallion Wealth Advisors
Connecticut
$490K +$191K +3,055 +67%
SFG
208
Somnio Financial Group
Connecticut
$486K +$688 +11 +0.1%
SFM
209
Signet Financial Management
New Jersey
$478K +$2.63K +42 +0.6%
CAM
210
Cresset Asset Management
Illinois
$473K +$459K +7,342 New
IIC
211
Integrated Investment Consultants
Michigan
$464K +$1.08M +17,304 +5%
NA
212
NewEdge Advisors
Louisiana
$463K -$455K -7,281 -50%
HIA
213
Harbor Investment Advisory
Maryland
$457K +$3.19K +51 +0.7%
SPIA
214
Steward Partners Investment Advisory
New York
$457K +$192K +3,072 +76%
HSWM
215
Hubbell Strickland Wealth Management
Louisiana
$448K -$34.2K -547 -7%
SS
216
Sunbelt Securities
Texas
$447K -$37.9K -606 -8%
TSS
217
Two Sigma Securities
New York
$447K +$434K +6,937 New
BRM
218
Boston Research & Management
Massachusetts
$445K +$2.5K +40 +0.6%
CCM
219
Canal Capital Management
Virginia
$436K +$107K +1,716 +34%
BSWM
220
Boston Standard Wealth Management
Massachusetts
$432K -$34.7K -555 -8%
AGWCA
221
Annis Gardner Whiting Capital Advisors
Florida
$423K +$411K +6,574 New
VFS
222
Valpey Financial Services
New Hampshire
$418K -$5K -80 -1%
CA
223
CoreCap Advisors
Michigan
$416K +$64.2K +1,027 +19%
MBFW
224
Morton Brown Family Wealth
Pennsylvania
$414K +$2.06K +33 +0.5%
EWA
225
Elevate Wealth Advisory
Georgia
$413K +$938 +15 +0.2%
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9
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