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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCIA
226
Mountain Capital Investment Advisors
Colorado
$545K -$7.15K -105 -1%
SFG
227
Snider Financial Group
Washington
$536K +$526K +7,717 New
ACS
228
Archford Capital Strategies
Illinois
$527K -$7.01K -103 -1%
MFS
229
Montgomery Financial Services
Maryland
$526K +$516K +7,575 New
CBU
230
CIBC Bancorp USA
Illinois
$522K -$2.18K -32 -0.4%
AG
231
AmeriFlex Group
Nevada
$514K -$166K -2,440 -25%
QFP
232
Quantum Financial Partners
Kansas
$512K +$502K +7,364 New
CAM
233
Cresset Asset Management
Illinois
$510K
VWM
234
Vertrix Wealth Management
Michigan
$505K -$107K -1,566 -18%
SPIA
235
Steward Partners Investment Advisory
New York
$500K +$3.54K +52 +0.7%
HIA
236
Harbor Investment Advisory
Maryland
$492K +$1.09K +16 +0.2%
BRM
237
Boston Research & Management
Massachusetts
$491K +$4.09K +60 +0.9%
CA
238
Continuum Advisory
Idaho
$489K -$13.4K -197 -3%
CPA
239
Clear Point Advisors
New York
$486K +$476K +6,991 New
Qube Research & Technologies (QRT)
240
Qube Research & Technologies (QRT)
United Kingdom
$483K -$184K -2,700 -28%
AP
241
Advisortrust Partners
North Carolina
$480K
RPA
242
Redwood Park Advisors
California
$478K -$953 -14 -0.2%
HSWM
243
Hubbell Strickland Wealth Management
Louisiana
$475K +$1.02K +15 +0.2%
CF
244
Centaurus Financial
California
$469K -$2.04K -30 -0.4%
SC
245
Scotia Capital
Ontario, Canada
$468K -$267K -3,918 -37%
CI
246
CX Institutional
Indiana
$468K -$1.77K -26 -0.4%
CA
247
CoreCap Advisors
Michigan
$463K +$14.4K +212 +3%
NS
248
NBC Securities
Alabama
$458K +$77.7K +1,141 +21%
AGWCA
249
Annis Gardner Whiting Capital Advisors
Florida
$457K
MBFW
250
Morton Brown Family Wealth
Pennsylvania
$450K +$1.16K +17 +0.3%