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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
101
Trilogy Capital
California
$805K +$713 +14 +0.1%
ACS
102
Archford Capital Strategies
Illinois
$781K -$14.4K -282 -2%
CPCM
103
Cardinal Point Capital Management
Ontario, Canada
$766K -$248K -4,865 -24%
EWMCB
104
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$765K +$789K +15,488 New
CWM
105
Cahaba Wealth Management
Georgia
$753K -$68.2K -1,339 -8%
KPWS
106
Kestra Private Wealth Services
Texas
$746K +$380K +7,462 +98%
HF
107
HRT Financial
New York
$718K -$661K -12,974 -47%
MCWS
108
McKinley Carter Wealth Services
West Virginia
$717K +$63.8K +1,252 +9%
WP
109
Westmount Partners
California
$711K -$31.4K -617 -4%
LNC
110
Lincoln National Corp
Pennsylvania
$702K +$5.4K +106 +0.8%
SAG
111
SageView Advisory Group
California
$688K -$1.73K -34 -0.2%
HFA
112
High Falls Advisors
New York
$686K -$22.3K -438 -3%
SWP
113
Summit Wealth Partners
Florida
$682K +$24.7K +485 +4%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$676K +$17.6K +345 +3%
WSTAM
115
Wilbanks Smith & Thomas Asset Management
Virginia
$666K -$234K -4,604 -25%
GFG
116
Greystone Financial Group
Michigan
$664K -$10.3K -202 -1%
HighTower Advisors
117
HighTower Advisors
Illinois
$663K +$98K +1,924 +17%
NAS
118
Nicolet Advisory Services
Wisconsin
$661K -$71.2K -1,398 -9%
HG
119
Harbor Group
New Hampshire
$659K +$2.24K +44 +0.3%
MBFW
120
Morton Brown Family Wealth
Pennsylvania
$651K -$67.8K -1,332 -9%
WC
121
Waterloo Capital
Texas
$650K +$161K +3,164 +32%
Victory Capital Management
122
Victory Capital Management
Texas
$624K +$643K +12,635 New
JP Morgan Chase
123
JP Morgan Chase
New York
$613K +$264K +5,190 +72%
VFP
124
Verus Financial Partners
Virginia
$601K -$713 -14 -0.1%
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$592K +$133K +2,608 +28%