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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
76
McKinley Carter Wealth Services
West Virginia
$1.02M +$58.6K +1,039 +6%
PFA
77
Professional Financial Advisors
Nebraska
$991K +$35.4K +628 +4%
RVPG
78
Relative Value Partners Group
$988K +$1M +17,806 New
W
79
Wealthquest
Ohio
$964K -$18.3K -325 -2%
ACS
80
Archford Capital Strategies
Illinois
$911K -$22.3K -395 -2%
SWP
81
Summit Wealth Partners
Florida
$898K +$4.96K +88 +0.5%
CCP
82
Cardan Capital Partners
Colorado
$872K +$40.6K +720 +5%
SC
83
Scotia Capital
Ontario, Canada
$840K -$68K -1,206 -7%
SS
84
Sunbelt Securities
Texas
$807K
EA
85
Efficient Advisors
Ohio
$789K -$33.9K -601 -4%
IWC
86
Integrated Wealth Concepts
Massachusetts
$772K +$6.71K +119 +0.9%
CAN
87
Cetera Advisor Networks
California
$767K -$24.4K -432 -3%
TC
88
Trilogy Capital
California
$737K -$12K -213 -2%
GPWA
89
Great Point Wealth Advisors
Massachusetts
$716K +$508 +9 +0.1%
CFA
90
Carroll Financial Associates
North Carolina
$706K
AAS
91
Avantax Advisory Services
Texas
$684K +$46.5K +824 +7%
RBFC
92
Roman Butler Fullerton & Co
Missouri
$683K +$685K +12,140 New
UCFA
93
United Capital Financial Advisors
Texas
$678K +$20.5K +363 +3%
FFG
94
Fullen Financial Group
Ohio
$678K +$26.7K +473 +4%
LNC
95
Lincoln National Corp
Pennsylvania
$669K +$3.33K +59 +0.5%
FSG
96
Financial Strategies Group
Michigan
$666K -$25K -443 -4%
GWM
97
Geneos Wealth Management
Colorado
$654K -$5.98K -106 -0.9%
TWP
98
Tempus Wealth Planning
California
$645K +$3.83K +68 +0.6%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$619K -$27.2K -483 -4%
BAM
100
Belpointe Asset Management
Nevada
$612K +$50K +886 +9%