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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SG
276
StoneX Group
New York
$381K
PSCM
277
Per Stirling Capital Management
Texas
$380K +$749 +11 +0.2%
MWM
278
Modera Wealth Management
New Jersey
$379K -$113K -1,657 -23%
FZCM
279
Flynn Zito Capital Management
New York
$378K -$5.04K -74 -1%
SFG
280
Somnio Financial Group
Connecticut
$367K +$17.8K +262 +5%
MFG
281
Merit Financial Group
Georgia
$366K -$26.7K -392 -7%
BHPW
282
Box Hill Private Wealth
Arizona
$364K -$46.6K -685 -12%
CCFM
283
Clear Creek Financial Management
Washington
$364K +$13.6K +200 +4%
EWA
284
Elevate Wealth Advisory
Georgia
$361K -$1.09K -16 -0.3%
CIBC World Market
285
CIBC World Market
Ontario, Canada
$358K
AFG
286
ABLE Financial Group
Arizona
$357K +$53.8K +790 +18%
PCWA
287
Pacific Capital Wealth Advisors
California
$356K -$7.36K -108 -2%
PSP
288
Pacific Sage Partners
Washington
$353K +$10.8K +158 +3%
AFG
289
Atomi Financial Group
New York
$350K -$20K -293 -5%
ARA
290
Approach Retirement Advisors
Alabama
$348K +$23.8K +350 +8%
SF
291
Schuylkill Financial
Pennsylvania
$347K +$340K +4,990 New
VFS
292
Valpey Financial Services
New Hampshire
$345K -$9.94K -146 -3%
PWMA
293
Pension & Wealth Management Advisors
Massachusetts
$345K +$56.3K +826 +20%
CWM
294
Chesapeake Wealth Management
Virginia
$344K +$20.4K +300 +6%
AWA
295
Aquire Wealth Advisors
Utah
$344K +$6.88K +101 +2%
HHGA
296
Halbert Hargrove Global Advisors
California
$341K -$118K -1,728 -26%
CAM
297
Carret Asset Management
New York
$340K
SC
298
SouthState Corp
Florida
$338K
AAP
299
Arax Advisory Partners
Colorado
$337K +$76.8K +1,127 +30%
WAP
300
Wealthcare Advisory Partners
Pennsylvania
$336K +$115K +1,693 +54%