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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Prospera Financial Services
226
Prospera Financial Services
Texas
$465K -$254K -3,908 -35%
HIA
227
Harbor Investment Advisory
Maryland
$462K -$324 -5 -0.1%
SS
228
Sunbelt Securities
Texas
$453K +$1.3K +20 +0.3%
BRM
229
Boston Research & Management
Massachusetts
$452K +$1.95K +30 +0.4%
Savvy Advisors Inc
230
Savvy Advisors Inc
New York
$448K +$447K +6,896 New
TCG
231
Transcendent Capital Group
Oklahoma
$444K +$130K +1,999 +41%
HSWM
232
Hubbell Strickland Wealth Management
Louisiana
$443K -$9.6K -148 -2%
CCM
233
Canal Capital Management
Virginia
$440K -$908 -14 -0.2%
VFS
234
Valpey Financial Services
New Hampshire
$438K +$16.7K +257 +4%
Focus Partners Advisor Solutions
235
Focus Partners Advisor Solutions
Missouri
$432K -$550K -8,479 -56%
WIA
236
Wealthedge Investment Advisors
New York
$429K +$17.8K +275 +4%
RPA
237
Redwood Park Advisors
California
$429K +$158K +2,429 +58%
AGWCA
238
Annis Gardner Whiting Capital Advisors
Florida
$427K – – –
Manning & Napier Advisors
239
Manning & Napier Advisors
New York
$425K -$351K -5,403 -45%
CPG
240
Cornerstone Planning Group
New Jersey
$423K +$13.1K +202 +3%
CoreCap Advisors
241
CoreCap Advisors
Michigan
$420K +$519 +8 +0.1%
MBFW
242
Morton Brown Family Wealth
Pennsylvania
$420K +$1.17K +18 +0.3%
CWA
243
Crusonia Wealth Advisors
Colorado
$415K +$414K +6,380 New
DP
244
Divergent Planning
Maryland
$409K +$11.3K +174 +3%
BSWM
245
Boston Standard Wealth Management
Massachusetts
$408K -$27.4K -423 -6%
Merit Financial Group
246
Merit Financial Group
Georgia
$404K -$122K -1,886 -23%
XF
247
XML Financial
Maryland
$403K – – –
RIA
248
Regal Investment Advisors
Michigan
$402K +$402K +6,191 New
CA
249
Continuum Advisory
Idaho
$400K +$399K +6,150 New
PPWM
250
Premier Private Wealth Management
Florida
$397K +$387K +5,968 New