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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
Chesapeake Wealth Management
Virginia
$247K
RIL
252
Rothschild Investment LLC
Illinois
$246K
VHAM
253
Van Hulzen Asset Management
California
$246K -$30.2K -516 -11%
PA
254
Procyon Advisors
Connecticut
$244K +$250K +4,264 New
CA
255
CoreCap Advisors
Michigan
$243K +$4.51K +77 +2%
NCM
256
Narwhal Capital Management
Georgia
$241K
E3F
257
Eight 31 Financial
Texas
$238K +$4.28K +73 +2%
MF
258
Manchester Financial
California
$236K +$241K +4,109 New
GRP
259
Global Retirement Partners
California
$235K -$16.5K -282 -6%
ADL
260
Asset Dedication LLC
California
$235K
SM
261
Sensible Money
Arizona
$235K
VFPW
262
Vantage Financial Partners (Wisconsin)
Wisconsin
$232K +$2.11K +36 +0.9%
LWMNY
263
Landmark Wealth Management (New York)
New York
$231K +$937 +16 +0.4%
JFG
264
JMG Financial Group
Illinois
$229K
MEG
265
Millstone Evans Group
Colorado
$224K +$228K +3,901 New
MCWS
266
McKinley Carter Wealth Services
West Virginia
$221K -$658K -11,234 -74%
SCM
267
Stonehearth Capital Management
Massachusetts
$221K +$8.67K +148 +4%
MFGP
268
Marshall Financial Group (Pennsylvania)
Pennsylvania
$213K +$2.46K +42 +1%
LSPW
269
Lake Street Private Wealth
Illinois
$210K
MCM
270
MAI Capital Management
Ohio
$208K -$3.81K -65 -2%
CIBC World Market
271
CIBC World Market
Ontario, Canada
$208K +$212K +3,621 New
FA
272
Fermata Advisors
California
$207K
MWC
273
MKD Wealth Coaches
Michigan
$205K +$210K +3,580 New
AWM
274
Apex Wealth Management
New Hampshire
$204K +$208K +3,557 New
FC
275
FCA Corp
Texas
$204K