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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFPW
251
Vantage Financial Partners (Wisconsin)
Wisconsin
$213K +$209K +3,786 New
BA
252
Bellwether Advisors
Nebraska
$207K +$203K +3,672 New
RVPG
253
Relative Value Partners Group
$206K -$865K -15,657 -81%
LSPW
254
Lake Street Private Wealth
Illinois
$206K -$276 -5 -0.1%
MFGP
255
Marshall Financial Group (Pennsylvania)
Pennsylvania
$204K +$200K +3,624 New
FA
256
Fermata Advisors
California
$204K
MWM
257
Mosley Wealth Management
California
$204K +$200K +3,615 New
FC
258
FCA Corp
Texas
$202K +$198K +3,586 New
CFFP
259
Center for Financial Planning
Michigan
$186K +$182K +3,295 New
CWM
260
CarsonAllaria Wealth Management
Illinois
$167K +$8.79K +159 +6%
PA
261
Parallel Advisors
California
$157K +$442 +8 +0.3%
WWM
262
Wolff Wiese Magana
California
$139K
EWM
263
EPG Wealth Management
Georgia
$116K -$114K -2,054 Closed
CFGS
264
Concourse Financial Group Securities
Alabama
$105K -$34.3K -620 -25%
Carson Wealth (CWM LLC)
265
Carson Wealth (CWM LLC)
Nebraska
$101K -$11.8K -213 -11%
MWM
266
Mascoma Wealth Management
New Hampshire
$101K -$79.6K -1,440 -45%
GWM
267
Geneos Wealth Management
Colorado
$95.3K
SWM
268
Spire Wealth Management
Virginia
$95.2K
ACA
269
American Capital Advisory
Idaho
$89.5K -$5.14K -93 -5%
PWMA
270
Pension & Wealth Management Advisors
Massachusetts
$89.3K +$42K +759 +92%
UWS
271
Unique Wealth Strategies
Illinois
$80.5K +$79.9K +1,446 New
Fidelity Investments
272
Fidelity Investments
Massachusetts
$77.6K -$55 -1 -0.1%
NRC
273
New Republic Capital
North Carolina
$76.5K +$75.1K +1,358 New
AAP
274
Arax Advisory Partners
Colorado
$68.9K +$7.02K +127 +12%
CFG
275
CKW Financial Group
Hawaii
$68K -$256K -4,633 -79%