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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
276
Congress Wealth Management
Massachusetts
$202K -$59 -1 -0%
SB
277
Strategic Blueprint
Georgia
$201K -$12.8K -218 -6%
IWP
278
Insight Wealth Partners
Texas
$201K
CFFP
279
Center for Financial Planning
Michigan
$193K +$2.93K +50 +2%
ACA
280
Atlas Capital Advisors
Wyoming
$193K -$123K -2,100 -38%
CWM
281
CarsonAllaria Wealth Management
Illinois
$170K -$995 -17 -0.6%
PA
282
Parallel Advisors
California
$162K +$1.7K +29 +1%
FFA
283
Farther Finance Advisors
California
$149K +$138K +2,365 +1,011%
WWM
284
Wolff Wiese Magana
California
$142K +$117 +2 +0.1%
HHGA
285
Halbert Hargrove Global Advisors
California
$111K +$113K +1,935 New
Fidelity Investments
286
Fidelity Investments
Massachusetts
$109K +$30.7K +524 +38%
CFGS
287
Concourse Financial Group Securities
Alabama
$109K
GWM
288
Geneos Wealth Management
Colorado
$108K +$11.1K +189 +11%
ACA
289
Aptus Capital Advisors
Alabama
$105K +$31.2K +532 +41%
Jones Financial Companies
290
Jones Financial Companies
Missouri
$100K +$34.4K +588 +51%
SWM
291
Spire Wealth Management
Virginia
$96.9K
TWC
292
TD Waterhouse Canada
Ontario, Canada
$92.1K +$58.6K +1,000 +164%
PWMA
293
Pension & Wealth Management Advisors
Massachusetts
$75.4K +$4.57K +78 +6%
PSFG
294
Park Square Financial Group
Georgia
$72.8K +$74.4K +1,270 New
CFG
295
CKW Financial Group
Hawaii
$72K +$1.7K +29 +2%
MWM
296
Mascoma Wealth Management
New Hampshire
$69.5K -$5.62K -96 -7%
CIBC Private Wealth Group
297
CIBC Private Wealth Group
Georgia
$68.3K
CWC
298
Carolinas Wealth Consulting
North Carolina
$66.6K -$2.87K -49 -4%
HWP
299
Highline Wealth Partners
California
$65.3K +$26.1K +446 +64%
BHWM
300
Bay Harbor Wealth Management
Maryland
$60.6K