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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
226
Dorval Corp
Minnesota
$374K
CPG
227
Cornerstone Planning Group
New Jersey
$373K +$6.48K +111 +2%
VA
228
Valmark Advisers
Ohio
$371K +$8.59K +147 +2%
PJWM
229
Philip James Wealth Mangement
Georgia
$368K -$7.24K -124 -2%
RFN
230
RDA Financial Network
Iowa
$367K
FFA
231
Farther Finance Advisors
California
$359K -$24.4K -417 -7%
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$357K +$7.42K +127 +2%
DWP
233
Destiny Wealth Partners
Florida
$354K +$336K +5,754 New
NAS
234
Nicolet Advisory Services
Wisconsin
$353K -$51.7K -885 -13%
MW
235
Maia Wealth
Colorado
$350K +$332K +5,683 New
SP
236
Successful Portfolios
Florida
$348K
GFM
237
GEN Financial Management
Minnesota
$348K -$28.3K -485 -8%
PAA
238
Peregrine Asset Advisers
Oregon
$346K
GCM
239
G2 Capital Management
Ohio
$344K
PSCM
240
Per Stirling Capital Management
Texas
$341K +$818 +14 +0.3%
IA
241
IFP Advisors
Florida
$340K +$282K +4,829 +701%
CA
242
CoreCap Advisors
Michigan
$334K +$23.7K +405 +8%
HI
243
Harper Investing
California
$329K +$74.1K +1,268 +31%
Fidelity Investments
244
Fidelity Investments
Massachusetts
$325K +$147K +2,511 +91%
KOC
245
Koss-Olinger Consulting
Florida
$321K -$38.4K -657 -11%
CCM
246
Canal Capital Management
Virginia
$312K -$33.1K -566 -10%
CAM
247
Carret Asset Management
New York
$309K
W
248
Wealthquest
Ohio
$306K -$1.34K -23 -0.5%
AFG
249
Atomi Financial Group
New York
$303K +$287K +4,914 New
SSC
250
Syverson Strege & Co
Iowa
$298K +$6.95K +119 +3%