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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TD Private Client Wealth
351
TD Private Client Wealth
New York
$163K +$162K +2,503 New
SageView Advisory Group
352
SageView Advisory Group
California
$156K +$155K +2,392 New
WWM
353
Wolff Wiese Magana
California
$153K +$130 +2 +0.1%
Arax Advisory Partners
354
Arax Advisory Partners
Colorado
$148K +$148K +2,283 New
GC
355
Gould Capital
Washington
$147K +$81.2K +1,251 +124%
TD Waterhouse Canada
356
TD Waterhouse Canada
Ontario, Canada
$141K +$908 +14 +0.7%
Geneos Wealth Management
357
Geneos Wealth Management
Colorado
$137K -$28.8K -444 -17%
Comerica Bank
358
Comerica Bank
Texas
$129K -$89.9K -1,385 -41%
ECA
359
Elevated Capital Advisors
Utah
$123K +$123K +1,896 New
GFA
360
Godfrey Financial Associates
New York
$116K +$116K +1,789 New
Spire Wealth Management
361
Spire Wealth Management
Virginia
$110K – – –
CFG
362
CKW Financial Group
Hawaii
$92K +$1.1K +17 +1%
EWP
363
Elevation Wealth Partners
California
$89.6K +$779 +12 +0.9%
MWM
364
Mascoma Wealth Management
New Hampshire
$79.2K +$15K +231 +23%
CIBC Private Wealth Group
365
CIBC Private Wealth Group
Georgia
$75.5K +$130 +2 +0.2%
FHA
366
Flagship Harbor Advisors
Massachusetts
$73K +$72.9K +1,123 New
Aptus Capital Advisors
367
Aptus Capital Advisors
Alabama
$72.7K +$2.53K +39 +4%
CIA
368
Cape Investment Advisory
Georgia
$65K +$64.9K +1,000 New
RA
369
Ransom Advisory
Rhode Island
$65K +$64.9K +1,000 New
AI
370
Arvest Investments
Arkansas
$57.4K – – –
BHWM
371
Bay Harbor Wealth Management
Maryland
$54.6K +$973 +15 +2%
Blue Trust Inc
372
Blue Trust Inc
Georgia
$54.4K +$54.3K +837 New
CIAS
373
Capital Investment Advisory Services
North Carolina
$48.8K – – –
SWA
374
SOA Wealth Advisors
New York
$44.8K +$324 +5 +0.7%
PNC Financial Services Group
375
PNC Financial Services Group
Pennsylvania
$42.9K – – –