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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
76
Cetera Advisor Networks
California
$799K +$12.8K +232 +2%
IWC
77
Integrated Wealth Concepts
Massachusetts
$773K -$19.7K -357 -3%
GFG
78
Greystone Financial Group
Michigan
$762K -$12.2K -221 -2%
TC
79
Trilogy Capital
California
$759K -$254K -4,595 -25%
GPWA
80
Great Point Wealth Advisors
Massachusetts
$722K -$9.94K -180 -1%
CFA
81
Carroll Financial Associates
North Carolina
$713K -$24.6K -445 -3%
Jane Street
82
Jane Street
New York
$701K +$692K +12,519 New
FSG
83
Financial Strategies Group
Michigan
$697K -$22.2K -402 -3%
MHS
84
M Holdings Securities
Oregon
$687K +$46.2K +837 +7%
LNC
85
Lincoln National Corp
Pennsylvania
$672K +$1.38K +25 +0.2%
UCFA
86
United Capital Financial Advisors
Texas
$664K +$23.6K +427 +4%
GWM
87
Geneos Wealth Management
Colorado
$663K -$93.5K -1,692 -13%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$652K -$20.1K -364 -3%
CFA
89
Camarda Financial Advisors
Florida
$650K -$72.6K -1,315 -10%
FFG
90
Fullen Financial Group
Ohio
$648K -$33.1K -599 -5%
TWP
91
Tempus Wealth Planning
California
$647K -$115K -2,080 -15%
AAS
92
Avantax Advisory Services
Texas
$647K +$11K +200 +2%
Lido Advisors
93
Lido Advisors
California
$617K -$276 -5 -0%
HFA
94
High Falls Advisors
New York
$610K +$314K +5,691 +109%
WWM
95
Western Wealth Management
Colorado
$596K +$221 +4 +0%
Cetera Investment Advisers
96
Cetera Investment Advisers
Illinois
$592K +$116K +2,100 +25%
BRM
97
Boston Research & Management
Massachusetts
$569K -$39.5K -715 -7%
BAM
98
Belpointe Asset Management
Nevada
$568K +$560K +10,145 New
CPWM
99
Cardinal Point Wealth Management
California
$530K +$123K +2,225 +31%
CCM
100
Canal Capital Management
Virginia
$513K -$19.8K -359 -4%