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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Cahaba Wealth Management
Georgia
$1.34M +$60.9K +1,074 +5%
AF
77
Advisornet Financial
Minnesota
$1.3M -$95.3K -1,679 -7%
MBFW
78
Morton Brown Family Wealth
Pennsylvania
$1.27M +$1.26M +22,284 New
SI
79
SimpliFi Inc
California
$1.27M +$86.6K +1,527 +7%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$1.24M -$1.31M -23,177 -52%
JCM
81
Janney Capital Management
Pennsylvania
$1.23M +$1.22M +21,512 New
PCWA
82
Pacific Capital Wealth Advisors
California
$1.23M +$284 +5 +0%
Renaissance Technologies
83
Renaissance Technologies
New York
$1.22M +$1.21M +21,400 New
OFG
84
Oxford Financial Group
Indiana
$1.15M +$2.44K +43 +0.2%
DAS
85
Dynamic Advisor Solutions
Arizona
$1.1M +$11.9K +210 +1%
BA
86
Bridgewater Advisors
New York
$1.1M +$1.09M +19,250 New
RVPG
87
Relative Value Partners Group
$1.06M +$40.7K +718 +4%
PFA
88
Professional Financial Advisors
Nebraska
$1.05M +$27.2K +480 +3%
ARC
89
Advisor Resource Council
Texas
$1.04M -$674K -11,876 -40%
MCWS
90
McKinley Carter Wealth Services
West Virginia
$1.02M -$30.2K -532 -3%
Legacy Financial Group (Iowa)
91
Legacy Financial Group (Iowa)
Iowa
$1.02M -$164K -2,886 -14%
SWP
92
Summit Wealth Partners
Florida
$957K +$32.9K +580 +4%
ACS
93
Archford Capital Strategies
Illinois
$926K -$11.7K -206 -1%
W
94
Wealthquest
Ohio
$914K -$77.3K -1,362 -8%
GCM
95
G2 Capital Management
Ohio
$869K +$864K +15,221 New
SC
96
Scotia Capital
Ontario, Canada
$860K -$3.57K -63 -0.4%
SW
97
SlateStone Wealth
Florida
$860K +$854K +15,060 New
WWM
98
Western Wealth Management
Colorado
$851K +$844K +14,876 New
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$842K +$772K +13,613 +1,242%
MA
100
Mutual Advisors
Nebraska
$819K +$379K +6,688 +87%