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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFGP
251
Marshall Financial Group (Pennsylvania)
Pennsylvania
$219K +$1.92K +38 +0.9%
ADL
252
Asset Dedication LLC
California
$219K +$32.8K +650 +19%
SM
253
Sensible Money
Arizona
$218K – – –
AWA
254
Archvest Wealth Advisors
California
$215K -$555 -11 -0.3%
CWM
255
Chesapeake Wealth Management
Virginia
$211K +$200K +3,960 New
AWA
256
Aquire Wealth Advisors
Utah
$207K +$196K +3,889 New
SS
257
Sunbelt Securities
Texas
$204K – – –
MCM
258
MAI Capital Management
Ohio
$203K +$193K +3,825 New
Cetera Investment Advisers
259
Cetera Investment Advisers
Illinois
$201K +$191K +3,776 New
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$184K +$134K +2,645 +329%
CWM
261
CarsonAllaria Wealth Management
Illinois
$148K +$1.36K +27 +1%
PA
262
Parallel Advisors
California
$147K – – –
ASN
263
Advisory Services Network
Georgia
$141K +$134K +2,645 New
CFGS
264
Concourse Financial Group Securities
Alabama
$132K – – –
WWM
265
Wolff Wiese Magana
California
$132K -$79.6K -1,577 -39%
EWM
266
EPG Wealth Management
Georgia
$109K – – –
LPP
267
Life Planning Partners
Florida
$106K +$100K +1,986 New
ACA
268
American Capital Advisory
Idaho
$89.5K +$84.9K +1,682 New
SWM
269
Spire Wealth Management
Virginia
$89.3K – – –
GWM
270
Geneos Wealth Management
Colorado
$83.1K +$10.3K +204 +15%
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$74.7K -$213K -4,222 -75%
CWC
272
Carolinas Wealth Consulting
North Carolina
$74K +$656 +13 +0.9%
Fidelity Investments
273
Fidelity Investments
Massachusetts
$73.3K – – –
SWA
274
SOA Wealth Advisors
New York
$59.8K +$202 +4 +0.4%
AAP
275
Arax Advisory Partners
Colorado
$57.4K -$606 -12 -1%