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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Advisornet Financial
Minnesota
$904K -$122K -2,590 -12%
MA
102
Mutual Advisors
Nebraska
$900K -$9.03K -192 -1%
RVPG
103
Relative Value Partners Group
$890K +$8.42K +179 +1%
WSTAM
104
Wilbanks Smith & Thomas Asset Management
Virginia
$889K +$6.07K +129 +0.7%
VFP
105
Verus Financial Partners
Virginia
$886K -$135K -2,876 -14%
JCM
106
Janney Capital Management
Pennsylvania
$874K +$872K +18,530 New
CWM
107
Cahaba Wealth Management
Georgia
$867K -$222K -4,725 -20%
HIP
108
Harrell Investment Partners
Texas
$851K +$988 +21 +0.1%
TA
109
Tiedemann Advisors
New York
$799K +$797K +16,942 New
NAS
110
Nicolet Advisory Services
Wisconsin
$796K -$30.4K -647 -4%
KIG
111
Kowal Investment Group
Wisconsin
$773K +$771K +16,391 New
TC
112
Trilogy Capital
California
$771K +$18.6K +396 +2%
OFG
113
Oxford Financial Group
Indiana
$765K +$3.25K +69 +0.4%
SG
114
StoneX Group
New York
$760K +$458K +9,728 +152%
SAG
115
SageView Advisory Group
California
$748K +$746K +15,862 New
LNC
116
Lincoln National Corp
Pennsylvania
$748K +$130K +2,759 +21%
ACS
117
Archford Capital Strategies
Illinois
$727K +$1.03K +22 +0.1%
DAS
118
Dynamic Advisor Solutions
Arizona
$722K -$19.6K -416 -3%
GCM
119
G2 Capital Management
Ohio
$718K
Cetera Investment Advisers
120
Cetera Investment Advisers
Illinois
$710K +$708K +15,048 New
MCWS
121
McKinley Carter Wealth Services
West Virginia
$708K -$14.8K -314 -2%
MBFW
122
Morton Brown Family Wealth
Pennsylvania
$707K +$3.25K +69 +0.5%
FFG
123
Fullen Financial Group
Ohio
$703K +$32.1K +683 +5%
PFA
124
Professional Financial Advisors
Nebraska
$700K -$1.51K -32 -0.2%
IP
125
Investment Partners
Ohio
$695K -$421K -8,953 -38%