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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
251
Ausdal Financial Partners
Iowa
$254K -$29.9K -513 -10%
BA
252
Bellwether Advisors
Nebraska
$250K -$36.1K -620 -12%
CWM
253
Chesapeake Wealth Management
Virginia
$248K
RIL
254
Rothschild Investment LLC
Illinois
$248K
HWM
255
Howard Wealth Management
Connecticut
$247K -$18.6K -319 -7%
NCM
256
Narwhal Capital Management
Georgia
$242K
MF
257
Manchester Financial
California
$239K +$2.15K +37 +0.9%
ADL
258
Asset Dedication LLC
California
$236K
SM
259
Sensible Money
Arizona
$236K
HI
260
Harper Investing
California
$235K +$238K +4,081 New
APWA
261
Atlas Private Wealth Advisors
New Jersey
$233K -$46.6K -801 -17%
WWM
262
Western Wealth Management
Colorado
$233K -$29.2K -502 -11%
SPIA
263
Steward Partners Investment Advisory
New York
$231K -$61.5K -1,057 -21%
VFPW
264
Vantage Financial Partners (Wisconsin)
Wisconsin
$230K -$2.97K -51 -1%
JFG
265
JMG Financial Group
Illinois
$230K
EWM
266
Empirical Wealth Management
Washington
$227K -$22.1K -380 -9%
SFA
267
Salus Financial Advisors
Colorado
$226K -$27.2K -468 -11%
MEG
268
Millstone Evans Group
Colorado
$221K -$3.49K -60 -2%
CIA
269
Concurrent Investment Advisors
Florida
$219K -$310K -5,327 -58%
LWMNY
270
Landmark Wealth Management (New York)
New York
$218K -$13.6K -233 -6%
CPA
271
Clear Point Advisors
New York
$213K -$92.3K -1,585 -30%
LSPW
272
Lake Street Private Wealth
Illinois
$211K
MFGP
273
Marshall Financial Group (Pennsylvania)
Pennsylvania
$210K -$3.08K -53 -1%
CIBC World Market
274
CIBC World Market
Ontario, Canada
$208K -$349 -6 -0.2%
MCM
275
MAI Capital Management
Ohio
$205K -$4.54K -78 -2%