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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ML
251
MTCO Ltd
$450K +$441K +6,470 New
BAM
252
BCV Asset Management
$447K
IAIM
253
International Assets Investment Management
Florida
$438K -$15.7K -230 -4%
ASN
254
Advisory Services Network
Georgia
$436K +$17.2K +253 +4%
MG
255
Mather Group
Illinois
$432K -$61.2K -898 -13%
BFG
256
Buttonwood Financial Group
Missouri
$426K -$34.7K -509 -8%
Northern Trust
257
Northern Trust
Illinois
$426K +$418K +6,131 New
BA
258
Bellwether Advisors
Nebraska
$425K +$86.8K +1,275 +26%
SCM
259
Saxony Capital Management
Missouri
$424K +$4.29K +63 +1%
BRPW
260
Ballast Rock Private Wealth
South Carolina
$420K +$1.57K +23 +0.4%
WIA
261
Wealthedge Investment Advisors
New York
$415K -$42.7K -627 -10%
AI
262
Atria Investments
North Carolina
$410K +$402K +5,899 New
PPWM
263
Premier Private Wealth Management
Florida
$408K -$8.17K -120 -2%
BSWM
264
Boston Standard Wealth Management
Massachusetts
$408K +$4.77K +70 +1%
VFP
265
Vested Financial Planning
California
$407K +$398K +5,850 New
RFN
266
RDA Financial Network
Iowa
$406K -$9.19K -135 -2%
CWA
267
Centerline Wealth Advisors
Kentucky
$400K -$155K -2,283 -28%
GIA
268
GHP Investment Advisors
Colorado
$399K
RIL
269
Rothschild Investment LLC
Illinois
$394K +$68.1K +1,000 +21%
DWP
270
Destiny Wealth Partners
Florida
$393K -$953 -14 -0.2%
MF
271
Manchester Financial
California
$393K +$36.7K +539 +11%
PI
272
PFG Investments
New York
$391K +$54.8K +804 +17%
S
273
SignatureFD
Georgia
$388K +$78.2K +1,148 +26%
CPCM
274
Cardinal Point Capital Management
Ontario, Canada
$386K -$10.6K -155 -3%
PAA
275
Peregrine Asset Advisers
Oregon
$384K +$1.02K +15 +0.3%