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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KIG
251
Kowal Investment Group
Wisconsin
$218K -$9.57K -167 -4%
MFGP
252
Marshall Financial Group (Pennsylvania)
Pennsylvania
$217K +$2.41K +42 +1%
LSPW
253
Lake Street Private Wealth
Illinois
$217K
FA
254
Fermata Advisors
California
$214K
FC
255
FCA Corp
Texas
$211K -$1.66K -29 -0.8%
AWM
256
Accurate Wealth Management
Florida
$209K -$44.1K -770 -18%
CWM
257
Congress Wealth Management
Massachusetts
$209K +$202K +3,527 New
IWP
258
Insight Wealth Partners
Texas
$207K +$201K +3,502 New
FAIM
259
Financial Advocates Investment Management
Washington
$207K +$231K +4,026 New
LMKC
260
L.M. Kohn & Company
Ohio
$204K +$198K +3,445 New
CFFP
261
Center for Financial Planning
Michigan
$197K +$1.43K +25 +0.8%
CWM
262
CarsonAllaria Wealth Management
Illinois
$177K +$1.09K +19 +0.6%
PA
263
Parallel Advisors
California
$166K +$803 +14 +0.5%
WWM
264
Wolff Wiese Magana
California
$146K +$172 +3 +0.1%
RWM
265
Reston Wealth Management
Virginia
$137K -$427K -7,454 -76%
CFGS
266
Concourse Financial Group Securities
Alabama
$110K
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$102K -$3.61K -63 -4%
GWM
268
Geneos Wealth Management
Colorado
$100K
SWM
269
Spire Wealth Management
Virginia
$100K
Fidelity Investments
270
Fidelity Investments
Massachusetts
$81.6K +$57 +1 +0.1%
MWM
271
Mascoma Wealth Management
New Hampshire
$77.6K -$27.6K -482 -27%
ACA
272
Aptus Capital Advisors
Alabama
$76.9K +$56.2K +980 +308%
PWMA
273
Pension & Wealth Management Advisors
Massachusetts
$73.3K -$20K -348 -22%
CFG
274
CKW Financial Group
Hawaii
$73K +$1.32K +23 +2%
CWC
275
Carolinas Wealth Consulting
North Carolina
$71.7K +$516 +9 +0.7%