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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
101
SlateStone Wealth
Florida
$660K -$34.1K -704 -5%
PCMC
102
Private Capital Management (Colorado)
Colorado
$645K -$402K -8,301 -37%
SA
103
Shilanski & Associates
Alaska
$645K +$698K +14,401 New
SWP
104
Summit Wealth Partners
Florida
$643K +$55.4K +1,144 +9%
FFG
105
Fullen Financial Group
Ohio
$615K +$50.1K +1,035 +8%
LNC
106
Lincoln National Corp
Pennsylvania
$587K +$5.81K +120 +0.9%
HFA
107
High Falls Advisors
New York
$585K +$33.3K +687 +6%
MCIA
108
Mountain Capital Investment Advisors
Colorado
$584K +$18.5K +382 +3%
W
109
Wealthquest
Ohio
$583K +$15.7K +325 +3%
AWS
110
Atria Wealth Solutions
New York
$563K -$292K -6,030 -32%
MHS
111
M Holdings Securities
Oregon
$559K -$21.2K -438 -3%
SC
112
Scotia Capital
Ontario, Canada
$526K -$23.8K -491 -4%
CAN
113
Cetera Advisor Networks
California
$513K +$34K +701 +7%
IWC
114
Integrated Wealth Concepts
Massachusetts
$512K +$2.28K +47 +0.4%
HighTower Advisors
115
HighTower Advisors
Illinois
$495K -$284K -5,854 -35%
CL
116
CPWM LLC
Washington
$479K -$664K -13,704 -56%
UCFA
117
United Capital Financial Advisors
Texas
$472K +$3K +62 +0.6%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$468K +$108K +2,236 +27%
CC
119
Cypress Capital
Tennessee
$461K -$55.7K -1,149 -10%
BPA
120
Beacon Pointe Advisors
California
$456K -$2.81K -58 -0.6%
EA
121
Efficient Advisors
Ohio
$452K -$28.4K -586 -5%
BFG
122
Buttonwood Financial Group
Missouri
$450K +$14.1K +292 +3%
OWM
123
OneAscent Wealth Management
Alabama
$438K +$111K +2,298 +31%
ZIMP
124
Zimmermann Investment Management & Planning
Pennsylvania
$437K +$473K +9,763 New
BRM
125
Boston Research & Management
Massachusetts
$429K +$35.6K +734 +8%