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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
276
Apex Wealth Management
New Hampshire
$205K
FC
277
FCA Corp
Texas
$205K
CWM
278
Congress Wealth Management
Massachusetts
$203K
IWP
279
Insight Wealth Partners
Texas
$202K
CFFP
280
Center for Financial Planning
Michigan
$194K
ACA
281
Atlas Capital Advisors
Wyoming
$194K
CWM
282
CarsonAllaria Wealth Management
Illinois
$171K
PA
283
Parallel Advisors
California
$163K +$58 +1 +0%
Fidelity Investments
284
Fidelity Investments
Massachusetts
$160K +$50.8K +872 +46%
RPA
285
Redwood Park Advisors
California
$144K +$98.9K +1,699 +211%
WWM
286
Wolff Wiese Magana
California
$141K -$1.46K -25 -1%
PWMA
287
Pension & Wealth Management Advisors
Massachusetts
$141K +$65.7K +1,128 +86%
HFS
288
Hantz Financial Services
Michigan
$128K -$229K -3,941 -64%
HHGA
289
Halbert Hargrove Global Advisors
California
$113K +$1.51K +26 +1%
GWM
290
Geneos Wealth Management
Colorado
$108K -$582 -10 -0.5%
WF
291
Wayfinding Financial
Washington
$107K +$108K +1,860 New
SWM
292
Spire Wealth Management
Virginia
$97.4K
TWC
293
TD Waterhouse Canada
Ontario, Canada
$92.8K
PSFG
294
Park Square Financial Group
Georgia
$81.7K +$8.73K +150 +12%
CFG
295
CKW Financial Group
Hawaii
$79K +$6.05K +104 +8%
MWM
296
Mascoma Wealth Management
New Hampshire
$69.8K
PNC Financial Services Group
297
PNC Financial Services Group
Pennsylvania
$68.2K +$30.6K +525 +80%
CWC
298
Carolinas Wealth Consulting
North Carolina
$66.9K
CA
299
Continuum Advisory
Idaho
$66.8K +$31.2K +536 +86%
HWP
300
Highline Wealth Partners
California
$65.5K