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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
76
Professional Financial Advisors
Nebraska
$1.06M +$74.3K +1,364 +7%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$1.01M -$162K -2,980 -14%
RVPG
78
Relative Value Partners Group
$1M
TWP
79
Tempus Wealth Planning
California
$968K +$286K +5,254 +41%
EIG
80
Ellenbecker Investment Group
Wisconsin
$958K +$395K +7,262 +69%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$937K +$134K +2,464 +17%
DAS
82
Dynamic Advisor Solutions
Arizona
$931K -$110K -2,023 -10%
OFG
83
Oxford Financial Group
Indiana
$917K -$170K -3,123 -16%
W
84
Wealthquest
Ohio
$914K
SWP
85
Summit Wealth Partners
Florida
$901K -$3.54K -65 -0.4%
SW
86
SlateStone Wealth
Florida
$900K +$88.6K +1,627 +11%
CCWA
87
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$888K +$156K +2,865 +21%
MCWS
88
McKinley Carter Wealth Services
West Virginia
$884K -$82K -1,507 -8%
MA
89
Mutual Advisors
Nebraska
$834K +$60.3K +1,108 +8%
FAIM
90
Financial Advocates Investment Management
Washington
$825K -$2.19M -40,221 -81%
ACS
91
Archford Capital Strategies
Illinois
$824K -$46K -844 -5%
GCM
92
G2 Capital Management
Ohio
$821K
MBFW
93
Morton Brown Family Wealth
Pennsylvania
$815K -$391K -7,183 -32%
ARC
94
Advisor Resource Council
Texas
$814K -$168K -3,093 -17%
SC
95
Scotia Capital
Ontario, Canada
$811K -$2.4K -44 -0.3%
TC
96
Trilogy Capital
California
$809K +$119K +2,189 +17%
GFG
97
Greystone Financial Group
Michigan
$799K +$87.7K +1,611 +12%
IP
98
Investment Partners
Ohio
$786K +$793K +14,573 New
CAN
99
Cetera Advisor Networks
California
$757K +$20.5K +376 +3%
CPWMP
100
Cardinal Point Wealth Management Partners
California
$734K +$12.3K +225 +2%