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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
101
Western Wealth Management
Colorado
$569K +$74.9K +1,409 +15%
AIP
102
Ahrens Investment Partners
Louisiana
$551K +$49.9K +938 +10%
CCM
103
Canal Capital Management
Virginia
$510K +$4.31K +81 +0.9%
CAG
104
Compass Advisory Group
New York
$506K +$502K +9,440 New
AWM
105
Avior Wealth Management
Nebraska
$477K -$114K -2,139 -19%
AIA
106
Arbor Investment Advisors
North Carolina
$467K -$1.44K -27 -0.3%
CF
107
Centaurus Financial
California
$465K +$3.67K +69 +0.8%
HSWM
108
Hubbell Strickland Wealth Management
Louisiana
$459K -$23.1K -435 -5%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$454K +$84.7K +1,592 +23%
GIA
110
Gladstone Institutional Advisory
Florida
$448K +$445K +8,360 New
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$443K -$147K -2,764 -25%
SFWA
112
Summit Financial Wealth Advisors
Louisiana
$443K
JCM
113
Jacobsen Capital Management
Utah
$424K -$177K -3,324 -30%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$420K +$418K +7,859 New
JP Morgan Chase
115
JP Morgan Chase
New York
$418K +$24.9K +468 +6%
BWM
116
Bulltick Wealth Management
Florida
$414K -$411K -7,722 -50%
JWBC
117
John W. Brooker & Co
California
$411K +$350K +6,581 +605%
BFA
118
Beacon Financial Advisory
Ohio
$408K
PFS
119
Prospera Financial Services
Texas
$396K +$39.1K +735 +11%
KOC
120
Koss-Olinger Consulting
Florida
$395K +$392K +7,368 New
CL
121
COWA LLC
Oklahoma
$393K +$33.5K +629 +10%
CPWM
122
Cardinal Point Wealth Management
California
$387K
TF
123
TimeScale Financial
Massachusetts
$384K +$50.8K +955 +15%
SSC
124
Syverson Strege & Co
Iowa
$382K +$11.5K +217 +3%
F
125
F3Logic
Minnesota
$368K -$13.6K -256 -4%