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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
251
MAI Capital Management
Ohio
$220K +$6.9K +128 +3%
SCM
252
Stonehearth Capital Management
Massachusetts
$220K +$213K +3,952 New
AFG
253
AFS Financial Group
Maryland
$214K -$16.1K -298 -7%
LSPW
254
Lake Street Private Wealth
Illinois
$204K +$198K +3,663 New
FA
255
Fermata Advisors
California
$201K +$195K +3,615 New
MWM
256
Mascoma Wealth Management
New Hampshire
$180K -$160K -2,976 -48%
CWM
257
CarsonAllaria Wealth Management
Illinois
$156K +$1.46K +27 +1%
PA
258
Parallel Advisors
California
$154K
CFGS
259
Concourse Financial Group Securities
Alabama
$138K
WWM
260
Wolff Wiese Magana
California
$137K -$485 -9 -0.4%
EWM
261
EPG Wealth Management
Georgia
$114K
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$111K -$78.2K -1,450 -42%
GWM
263
Geneos Wealth Management
Colorado
$94.2K +$7.01K +130 +8%
SWM
264
Spire Wealth Management
Virginia
$94.1K
ACA
265
American Capital Advisory
Idaho
$88.8K +$5.01K +93 +6%
Fidelity Investments
266
Fidelity Investments
Massachusetts
$76.7K
CWC
267
Carolinas Wealth Consulting
North Carolina
$67.4K -$9.76K -181 -13%
CIBC Private Wealth Group
268
CIBC Private Wealth Group
Georgia
$66K +$64.2K +1,190 New
SWA
269
SOA Wealth Advisors
New York
$62K -$593 -11 -1%
AAP
270
Arax Advisory Partners
Colorado
$61K +$971 +18 +2%
BHWM
271
Bay Harbor Wealth Management
Maryland
$58.8K +$917 +17 +2%
CIA
272
Cape Investment Advisory
Georgia
$55.7K
IA
273
IFP Advisors
Florida
$51.9K +$33.3K +617 +195%
AWM
274
AllSquare Wealth Management
New York
$50.3K
AA
275
Ancora Advisors
Ohio
$49.9K -$5.82K -108 -11%