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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$706K -$132K -2,622 -15%
DAS
102
Dynamic Advisor Solutions
Arizona
$703K -$132K -2,619 -15%
AAS
103
Avantax Advisory Services
Texas
$690K +$85.7K +1,702 +13%
GFG
104
Greystone Financial Group
Michigan
$680K -$32K -636 -4%
B
105
Brightworth
Georgia
$662K -$598K -11,890 -46%
RBFC
106
Roman Butler Fullerton & Co
Missouri
$638K +$19.1K +380 +3%
SWP
107
Summit Wealth Partners
Florida
$634K -$176K -3,497 -21%
LNC
108
Lincoln National Corp
Pennsylvania
$623K +$39.5K +784 +6%
MHS
109
M Holdings Securities
Oregon
$620K +$26.4K +525 +4%
W
110
Wealthquest
Ohio
$609K -$167K -3,323 -21%
MCIA
111
Mountain Capital Investment Advisors
Colorado
$609K +$19.3K +384 +3%
HFA
112
High Falls Advisors
New York
$594K +$151 +3 +0%
FFG
113
Fullen Financial Group
Ohio
$592K -$62.9K -1,249 -9%
SC
114
Scotia Capital
Ontario, Canada
$587K -$141K -2,802 -19%
GWM
115
Geneos Wealth Management
Colorado
$551K +$29.2K +581 +5%
CC
116
Cypress Capital
Tennessee
$549K -$57.5K -1,143 -9%
IWC
117
Integrated Wealth Concepts
Massachusetts
$547K -$4.13K -82 -0.7%
FDCDDQ
118
Federation des caisses Desjardins du Quebec
Quebec, Canada
$528K +$9.56K +190 +2%
CAN
119
Cetera Advisor Networks
California
$516K -$164K -3,267 -23%
EA
120
Efficient Advisors
Ohio
$513K -$30.8K -612 -5%
UCFA
121
United Capital Financial Advisors
Texas
$503K -$18.3K -363 -3%
CFA
122
Camarda Financial Advisors
Florida
$501K -$26.8K -532 -5%
SG
123
StoneX Group
New York
$494K +$229K +4,560 +79%
BPA
124
Beacon Pointe Advisors
California
$493K +$515K +10,242 New
BFA
125
Beacon Financial Advisory
Ohio
$485K +$956 +19 +0.2%