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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
251
Dorval Corp
Minnesota
$395K – – –
JCM
252
Janney Capital Management
Pennsylvania
$395K +$394K +6,075 New
MW
253
Maia Wealth
Colorado
$393K +$3.89K +60 +1%
Valmark Advisers
254
Valmark Advisers
Ohio
$391K -$649 -10 -0.2%
BRPW
255
Ballast Rock Private Wealth
South Carolina
$391K +$390K +6,011 New
JIP
256
Jaffetilchin Investment Partners
Florida
$389K +$389K +5,991 New
PJWM
257
Philip James Wealth Mangement
Georgia
$389K -$3.12K -48 -0.8%
SFG
258
Somnio Financial Group
Connecticut
$389K -$102K -1,565 -21%
RFN
259
RDA Financial Network
Iowa
$388K +$324 +5 +0.1%
SCM
260
Saxony Capital Management
Missouri
$388K +$387K +5,963 New
OFG
261
Orcam Financial Group
California
$386K +$385K +5,940 New
DWP
262
Destiny Wealth Partners
Florida
$382K – – –
RL
263
Retireful LLC
Michigan
$382K +$379K +5,848 New
NewEdge Advisors
264
NewEdge Advisors
Louisiana
$374K -$93.8K -1,445 -20%
Level Four Advisory Services
265
Level Four Advisory Services
Texas
$370K +$1.1K +17 +0.3%
CPCM
266
Cardinal Point Capital Management
Ontario, Canada
$369K +$10.1K +155 +3%
IAIM
267
International Assets Investment Management
Florida
$364K -$36.1K -556 -9%
HI
268
Harper Investing
California
$363K -$4.8K -74 -1%
NAS
269
Nicolet Advisory Services
Wisconsin
$361K +$2.08K +32 +0.6%
PSCM
270
Per Stirling Capital Management
Texas
$361K -$1.04K -16 -0.3%
PAA
271
Peregrine Asset Advisers
Oregon
$360K – – –
SG
272
StoneX Group
New York
$356K +$106K +1,635 +43%
SouthState Corp
273
SouthState Corp
Florida
$351K -$45.3K -698 -11%
RIS
274
Richmond Investment Services
Wisconsin
$350K +$349K +5,379 New
Atomi Financial Group
275
Atomi Financial Group
New York
$347K +$18.5K +285 +6%