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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNC
101
Lincoln National Corp
Pennsylvania
$802K +$8.41K +171 +1%
ACS
102
Archford Capital Strategies
Illinois
$799K +$30.1K +611 +4%
DAS
103
Dynamic Advisor Solutions
Arizona
$796K +$29.5K +599 +4%
VFP
104
Verus Financial Partners
Virginia
$754K -$126K -2,557 -14%
MBFW
105
Morton Brown Family Wealth
Pennsylvania
$754K +$3.35K +68 +0.5%
SWP
106
Summit Wealth Partners
Florida
$752K +$30.3K +615 +4%
JP Morgan Chase
107
JP Morgan Chase
New York
$738K +$287K +5,829 +65%
SAG
108
SageView Advisory Group
California
$720K -$72.7K -1,477 -9%
FFG
109
Fullen Financial Group
Ohio
$708K -$197 -4 -0%
HFA
110
High Falls Advisors
New York
$704K +$19.3K +393 +3%
AWS
111
Atria Wealth Solutions
New York
$674K -$1.12M -22,775 -63%
MCWS
112
McKinley Carter Wealth Services
West Virginia
$668K -$81.5K -1,657 -11%
HG
113
Harbor Group
New Hampshire
$664K -$413K -8,386 -39%
IWC
114
Integrated Wealth Concepts
Massachusetts
$660K +$82.8K +1,683 +15%
WP
115
Westmount Partners
California
$659K +$52.1K +1,058 +9%
GAA
116
Global Assets Advisory
Florida
$648K +$636K +12,921 New
HighTower Advisors
117
HighTower Advisors
Illinois
$632K -$423K -8,595 -41%
MHS
118
M Holdings Securities
Oregon
$620K -$1.97K -40 -0.3%
Citadel Advisors
119
Citadel Advisors
Florida
$595K +$585K +11,890 New
UCFA
120
United Capital Financial Advisors
Texas
$588K +$29.6K +602 +5%
Renaissance Technologies
121
Renaissance Technologies
New York
$580K -$2.29M -46,600 -80%
MCIA
122
Mountain Capital Investment Advisors
Colorado
$579K -$61.8K -1,257 -10%
TWP
123
Tempus Wealth Planning
California
$578K -$91.6K -1,862 -14%
GCM
124
G2 Capital Management
Ohio
$557K -$201K -4,090 -27%
Lido Advisors
125
Lido Advisors
California
$555K +$67.9K +1,381 +14%