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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MW
251
Maia Wealth
Colorado
$379K
BSWM
252
Boston Standard Wealth Management
Massachusetts
$376K -$31.3K -475 -8%
DWP
253
Destiny Wealth Partners
Florida
$370K
GIA
254
GHP Investment Advisors
Colorado
$369K +$378K +5,738 New
CPCM
255
Cardinal Point Capital Management
Ontario, Canada
$368K +$1.98K +30 +0.5%
MFG
256
Merit Financial Group
Georgia
$364K -$36.9K -560 -9%
FZCM
257
Flynn Zito Capital Management
New York
$354K +$74.4K +1,128 +26%
PAA
258
Peregrine Asset Advisers
Oregon
$354K -$2.31K -35 -0.6%
SG
259
StoneX Group
New York
$353K
PSCM
260
Per Stirling Capital Management
Texas
$351K -$6.33K -96 -2%
NS
261
NBC Securities
Alabama
$350K +$59.2K +898 +20%
RIA
262
Regal Investment Advisors
Michigan
$346K -$53.3K -809 -13%
AFG
263
Atomi Financial Group
New York
$343K -$66 -1 -0%
PCWA
264
Pacific Capital Wealth Advisors
California
$337K -$4.42K -67 -1%
EWA
265
Elevate Wealth Advisory
Georgia
$336K -$2.57K -39 -0.7%
MML Investors Services
266
MML Investors Services
Massachusetts
$334K -$508K -7,700 -60%
CIBC World Market
267
CIBC World Market
Ontario, Canada
$331K +$339K +5,145 New
KOC
268
Koss-Olinger Consulting
Florida
$330K
MF
269
Manchester Financial
California
$329K +$49.2K +746 +17%
VFS
270
Valpey Financial Services
New Hampshire
$329K -$108K -1,635 -24%
CCFM
271
Clear Creek Financial Management
Washington
$324K +$10.7K +163 +3%
SFG
272
Somnio Financial Group
Connecticut
$323K -$63.2K -959 -16%
PSP
273
Pacific Sage Partners
Washington
$316K +$51.8K +786 +19%
CAM
274
Carret Asset Management
New York
$315K
SC
275
SouthState Corp
Florida
$313K -$35.8K -543 -10%