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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
301
CIBC World Market
Ontario, Canada
$228K
GFM
302
GEN Financial Management
Minnesota
$227K -$134K -2,137 -38%
SWP
303
Sagespring Wealth Partners
Tennessee
$226K +$63 +1 +0%
EA
304
Efficient Advisors
Ohio
$226K -$74.2K -1,187 -25%
PA
305
Parallel Advisors
California
$225K +$41.3K +660 +23%
CFFP
306
Center for Financial Planning
Michigan
$224K +$1.63K +26 +0.8%
IWP
307
Insight Wealth Partners
Texas
$223K -$2.19K -35 -1%
PWA
308
PCG Wealth Advisors
Kansas
$223K +$216K +3,460 New
FC
309
FCA Corp
Texas
$221K
PCA
310
Prosperity Capital Advisors
Ohio
$220K +$213K +3,412 New
BRWA
311
B. Riley Wealth Advisors
Florida
$217K +$211K +3,377 New
Comerica Bank
312
Comerica Bank
Texas
$217K -$37.1K -594 -15%
AWM
313
Apex Wealth Management
New Hampshire
$216K -$63 -1 -0%
RBA
314
Richard Bernstein Advisors
New York
$215K -$413K -6,601 -67%
MAG
315
Mayfair Advisory Group
Alabama
$213K +$207K +3,304 New
MAV
316
Mason & Associates (Virginia)
Virginia
$211K
MAM
317
Mullooly Asset Management
New Jersey
$210K +$204K +3,259 New
TFA
318
Tobias Financial Advisors
Florida
$210K +$204K +3,257 New
CWM
319
CarsonAllaria Wealth Management
Illinois
$209K +$16.3K +260 +9%
RFA
320
Reyes Financial Architecture
California
$208K -$643K -10,276 -76%
JWBC
321
John W. Brooker & Co
California
$203K +$198K +3,159 New
GS
322
GTS Securities
Florida
$202K -$1.32M -21,067 -87%
PFA
323
Plotkin Financial Advisors
Maryland
$199K +$194K +3,097 New
ADL
324
Asset Dedication LLC
California
$167K -$93.8K -1,500 -37%
GWM
325
Geneos Wealth Management
Colorado
$164K +$25.3K +404 +19%