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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EA
101
Efficient Advisors
Ohio
$813K +$1.65K +29 +0.2%
CAN
102
Cetera Advisor Networks
California
$779K -$10.7K -188 -1%
CCWA
103
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$775K +$260K +4,587 +51%
CPWMP
104
Cardinal Point Wealth Management Partners
California
$764K +$759K +13,382 New
HI
105
Harbour Investments
Wisconsin
$760K -$335K -5,911 -31%
CC
106
Cypress Capital
Tennessee
$756K +$751K +13,239 New
GFG
107
Greystone Financial Group
Michigan
$754K +$124K +2,185 +20%
IWC
108
Integrated Wealth Concepts
Massachusetts
$739K -$54.7K -964 -7%
SFG
109
Sovereign Financial Group
Connecticut
$737K +$732K +12,904 New
TC
110
Trilogy Capital
California
$731K -$26.9K -475 -4%
CFA
111
Carroll Financial Associates
North Carolina
$729K
TWP
112
Tempus Wealth Planning
California
$724K +$60.6K +1,069 +9%
GWM
113
Geneos Wealth Management
Colorado
$722K +$53K +935 +8%
UCFA
114
United Capital Financial Advisors
Texas
$700K +$2.67K +47 +0.4%
AAS
115
Avantax Advisory Services
Texas
$699K -$7.6K -134 -1%
RBFC
116
Roman Butler Fullerton & Co
Missouri
$695K +$2.27K +40 +0.3%
LNC
117
Lincoln National Corp
Pennsylvania
$695K +$6.58K +116 +1%
GFS
118
GYL Financial Synergies
Connecticut
$694K +$690K +12,156 New
FFG
119
Fullen Financial Group
Ohio
$690K +$2.27K +40 +0.3%
MCIA
120
Mountain Capital Investment Advisors
Colorado
$652K +$653K +11,513 New
HFA
121
High Falls Advisors
New York
$651K +$24.8K +437 +4%
Lido Advisors
122
Lido Advisors
California
$641K +$27.7K +488 +5%
CFA
123
Camarda Financial Advisors
Florida
$618K -$5.5K -97 -0.9%
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$618K +$681 +12 +0.1%
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$615K +$80.5K +1,418 +15%