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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
376
Cassaday & Co Wealth Management
Virginia
$181K – – –
ADL
377
Asset Dedication LLC
California
$181K – – –
WWM
378
Wolff Wiese Magana
California
$161K +$68 +1 +0%
GF
379
GGM Financials
Ohio
$153K +$91.3K +1,340 +155%
GFA
380
Godfrey Financial Associates
New York
$138K +$204 +3 +0.2%
ECA
381
Elevated Capital Advisors
Utah
$132K -$3.68K -54 -3%
CIA
382
Cape Investment Advisory
Georgia
$129K +$126K +1,854 New
DF
383
Downshift Financial
Colorado
$122K +$119K +1,754 New
EWP
384
Elevation Wealth Partners
California
$122K +$272 +4 +0.2%
SWM
385
Spire Wealth Management
Virginia
$118K – – –
BWM
386
Bullock Wealth Management
Indiana
$117K – – –
OFG
387
Oxford Financial Group
Indiana
$117K +$477 +7 +0.4%
RRMM
388
Regatta Research & Money Management
Louisiana
$114K +$112K +1,643 New
VL
389
Vima LLC
Michigan
$105K +$103K +1,517 New
CFG
390
CKW Financial Group
Hawaii
$102K -$3.4K -50 -3%
EWM
391
Evermay Wealth Management
Virginia
$101K +$79K +1,160 +389%
ACA
392
Aptus Capital Advisors
Alabama
$87.2K +$8.24K +121 +11%
WAU
393
Wellington-Altus USA
Manitoba, Canada
$86K – – –
SIS
394
Strategic Investment Solutions
Illinois
$81.8K +$409 +6 +0.5%
PNC Financial Services Group
395
PNC Financial Services Group
Pennsylvania
$74.3K +$27.9K +409 +62%
IA
396
IFP Advisors
Florida
$69.8K -$187K -2,750 -73%
MWM
397
Mascoma Wealth Management
New Hampshire
$63.7K -$27.8K -408 -31%
AI
398
Arvest Investments
Arkansas
$61.4K – – –
BHWM
399
Bay Harbor Wealth Management
Maryland
$58.8K – – –
AT
400
Arlington Trust
Alabama
$58.2K +$57K +837 New