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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
276
Patten & Patten
Tennessee
$247K +$234K +4,004 New
JFG
277
JMG Financial Group
Illinois
$246K
LWMNY
278
Landmark Wealth Management (New York)
New York
$246K +$11.6K +198 +5%
Comerica Bank
279
Comerica Bank
Texas
$244K -$98.1K -1,680 -30%
EWM
280
Empirical Wealth Management
Washington
$243K
PSP
281
Pacific Sage Partners
Washington
$237K +$225K +3,851 New
MEG
282
Millstone Evans Group
Colorado
$236K
CPA
283
Clear Point Advisors
New York
$228K +$350 +6 +0.2%
MFGP
284
Marshall Financial Group (Pennsylvania)
Pennsylvania
$227K +$1.81K +31 +0.8%
ASN
285
Advisory Services Network
Georgia
$225K +$214K +3,667 New
CCA
286
Cypress Capital Advisors
Tennessee
$224K -$60.3K -1,032 -22%
FA
287
Fermata Advisors
California
$223K -$288K -4,924 -58%
CIBC World Market
288
CIBC World Market
Ontario, Canada
$218K -$4.09K -70 -2%
CWM
289
Congress Wealth Management
Massachusetts
$217K
SWP
290
Sagespring Wealth Partners
Tennessee
$216K -$135K -2,311 -40%
IWP
291
Insight Wealth Partners
Texas
$216K
CFFP
292
Center for Financial Planning
Michigan
$212K +$4.61K +79 +2%
FC
293
FCA Corp
Texas
$211K -$7.42K -127 -4%
MAV
294
Mason & Associates (Virginia)
Virginia
$211K -$100K -1,719 -33%
MML Investors Services
295
MML Investors Services
Massachusetts
$208K -$120K -2,058 -38%
ACA
296
Atlas Capital Advisors
Wyoming
$207K
AWM
297
Apex Wealth Management
New Hampshire
$207K -$11.8K -202 -6%
MOS
298
MGO One Seven
Ohio
$202K +$192K +3,284 New
CWM
299
CarsonAllaria Wealth Management
Illinois
$184K +$642 +11 +0.4%
RPA
300
Redwood Park Advisors
California
$182K +$26.7K +457 +18%