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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
101
Westmount Partners
California
$772K +$92.6K +1,841 +14%
OMC
102
Old Mission Capital
Illinois
$764K +$748K +14,859 New
NAS
103
Nicolet Advisory Services
Wisconsin
$757K -$65K -1,292 -8%
MBFW
104
Morton Brown Family Wealth
Pennsylvania
$746K -$27.9K -554 -4%
HFA
105
High Falls Advisors
New York
$737K +$12.6K +251 +2%
LNC
106
Lincoln National Corp
Pennsylvania
$725K -$97.2K -1,932 -12%
SAG
107
SageView Advisory Group
California
$719K -$21K -417 -3%
GFG
108
Greystone Financial Group
Michigan
$702K -$125K -2,483 -15%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$686K +$140K +2,778 +26%
SWP
110
Summit Wealth Partners
Florida
$685K -$85.9K -1,708 -11%
HG
111
Harbor Group
New Hampshire
$684K +$1.21K +24 +0.2%
MCWS
112
McKinley Carter Wealth Services
West Virginia
$682K -$4.73K -94 -0.7%
AWS
113
Atria Wealth Solutions
New York
$675K -$18K -357 -3%
Lido Advisors
114
Lido Advisors
California
$646K +$73.5K +1,460 +13%
VFP
115
Verus Financial Partners
Virginia
$636K -$146K -2,899 -19%
KWA
116
Kingswood Wealth Advisors
California
$611K +$598K +11,875 New
UCFA
117
United Capital Financial Advisors
Texas
$609K +$4.43K +88 +0.7%
SC
118
Scotia Capital
Ontario, Canada
$608K +$122K +2,417 +26%
HighTower Advisors
119
HighTower Advisors
Illinois
$600K -$46.4K -923 -7%
ZIMP
120
Zimmermann Investment Management & Planning
Pennsylvania
$598K +$122K +2,426 +26%
MCIA
121
Mountain Capital Investment Advisors
Colorado
$582K -$10.7K -213 -2%
TWP
122
Tempus Wealth Planning
California
$580K -$14.5K -288 -2%
WAM
123
Worth Asset Management
Texas
$570K +$128K +2,539 +30%
Goldman Sachs
124
Goldman Sachs
New York
$564K +$121K +2,412 +28%
W
125
Wealthquest
Ohio
$558K +$2.31K +46 +0.4%