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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNC
76
Lincoln National Corp
Pennsylvania
$748K +$124K +2,465 +21%
GPWA
77
Great Point Wealth Advisors
Massachusetts
$747K +$720K +14,317 New
CAN
78
Cetera Advisor Networks
California
$733K +$144K +2,864 +26%
TWP
79
Tempus Wealth Planning
California
$709K +$23.1K +460 +4%
CFA
80
Carroll Financial Associates
North Carolina
$699K -$20.9K -415 -3%
Lido Advisors
81
Lido Advisors
California
$681K -$24.2K -481 -4%
GFG
82
Greystone Financial Group
Michigan
$680K +$637K +12,657 New
RFN
83
RDA Financial Network
Iowa
$663K +$101 +2 +0%
FSG
84
Financial Strategies Group
Michigan
$655K +$25.3K +503 +4%
GWM
85
Geneos Wealth Management
Colorado
$648K +$181K +3,590 +34%
BRM
86
Boston Research & Management
Massachusetts
$636K -$29.9K -595 -5%
MHS
87
M Holdings Securities
Oregon
$615K +$252 +5 +0%
FFG
88
Fullen Financial Group
Ohio
$614K +$50.9K +1,011 +9%
CFA
89
Camarda Financial Advisors
Florida
$607K +$79.4K +1,577 +16%
RBFC
90
Roman Butler Fullerton & Co
Missouri
$587K
JCM
91
Jacobsen Capital Management
Utah
$586K -$4.83K -96 -0.8%
Legacy Financial Group (Iowa)
92
Legacy Financial Group (Iowa)
Iowa
$581K +$560K +11,127 New
AWM
93
Avior Wealth Management
Nebraska
$577K -$18.4K -365 -3%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$576K +$328K +6,514 +144%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$569K +$11.6K +230 +2%
SC
96
Scotia Capital
Ontario, Canada
$565K +$44K +874 +9%
GVAG
97
Great Valley Advisor Group
Delaware
$549K -$4.08K -81 -0.8%
Stifel Financial
98
Stifel Financial
Missouri
$497K +$479K +9,518 New
CCM
99
Canal Capital Management
Virginia
$492K +$252 +5 +0.1%
EWA
100
EP Wealth Advisors
California
$489K