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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCWA
76
Pacific Capital Wealth Advisors
California
$1.1M +$6.84K +136 +0.6%
VFP
77
Verus Financial Partners
Virginia
$1.08M -$468K -9,295 -30%
Citadel Advisors
78
Citadel Advisors
Florida
$1.08M +$569K +11,302 +101%
AF
79
Advisornet Financial
Minnesota
$1.08M +$3.22K +64 +0.3%
SI
80
SimpliFi Inc
California
$1.03M -$43.8K -870 -4%
BWA
81
Burt Wealth Advisors
Maryland
$1.03M -$167K -3,314 -13%
RVPG
82
Relative Value Partners Group
$933K +$8.51K +169 +0.9%
MA
83
Mutual Advisors
Nebraska
$925K +$192K +3,817 +25%
AWS
84
Atria Wealth Solutions
New York
$893K +$423K +8,409 +82%
TWP
85
Tempus Wealth Planning
California
$864K +$2.52K +50 +0.3%
CPWMP
86
Cardinal Point Wealth Management Partners
California
$854K +$210K +4,175 +31%
CCWA
87
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$841K +$53.8K +1,068 +6%
HI
88
Harbour Investments
Wisconsin
$817K +$857K +17,026 New
HighTower Advisors
89
HighTower Advisors
Illinois
$815K +$181K +3,599 +27%
MCWS
90
McKinley Carter Wealth Services
West Virginia
$797K +$11.7K +232 +1%
OFG
91
Oxford Financial Group
Indiana
$785K -$32.1K -638 -4%
TC
92
Trilogy Capital
California
$781K +$64.2K +1,275 +9%
IP
93
Investment Partners
Ohio
$771K +$74.6K +1,482 +10%
PFA
94
Professional Financial Advisors
Nebraska
$756K -$199K -3,957 -20%
ACS
95
Archford Capital Strategies
Illinois
$756K +$18.6K +370 +2%
SW
96
SlateStone Wealth
Florida
$741K -$62.9K -1,250 -7%
AF
97
Allworth Financial
California
$736K +$301K +5,974 +64%
GCM
98
G2 Capital Management
Ohio
$731K
WA
99
WBH Advisory
Maryland
$719K +$758K +15,059 New
MBFW
100
Morton Brown Family Wealth
Pennsylvania
$716K -$8.91K -177 -1%