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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SI
101
SimpliFi Inc
California
$1.07M
RAG
102
RIA Advisory Group
Iowa
$1.07M +$242K +4,794 +45%
RVPG
103
Relative Value Partners Group
$1.03M +$975K +19,315 New
IWC
104
Integrated Wealth Concepts
Massachusetts
$965K -$45K -891 -5%
PCMC
105
Private Capital Management (Colorado)
Colorado
$964K -$55.2K -1,094 -6%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$962K -$300K -5,947 -25%
Comerica Bank
107
Comerica Bank
Texas
$954K +$696K +13,796 +333%
TC
108
Trilogy Capital
California
$946K +$75.4K +1,493 +9%
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$921K -$1.92K -38 -0.2%
WA
110
WBH Advisory
Maryland
$916K -$193K -3,831 -18%
PP
111
PDS Planning
Ohio
$899K -$159K -3,151 -16%
SFG
112
Sage Financial Group
Pennsylvania
$890K -$25.2K -500 -3%
AF
113
Advisornet Financial
Minnesota
$881K -$15.2K -302 -2%
OFG
114
Oxford Financial Group
Indiana
$876K +$3.13K +62 +0.4%
OPWM
115
Oxinas Partners Wealth Management
Indiana
$861K -$23.2K -460 -3%
MCWS
116
McKinley Carter Wealth Services
West Virginia
$835K +$60.4K +1,197 +8%
HF
117
HRT Financial
New York
$815K +$39.8K +788 +5%
WSTAM
118
Wilbanks Smith & Thomas Asset Management
Virginia
$807K +$85.3K +1,689 +13%
HighTower Advisors
119
HighTower Advisors
Illinois
$797K +$71.1K +1,408 +10%
UCFA
120
United Capital Financial Advisors
Texas
$796K -$137K -2,712 -15%
CWM
121
Cahaba Wealth Management
Georgia
$792K -$18.1K -359 -2%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$788K +$57.1K +1,131 +8%
HFA
123
High Falls Advisors
New York
$785K +$44.1K +874 +6%
NA
124
NewEdge Advisors
Louisiana
$781K +$421K +8,332 +131%
Citadel Advisors
125
Citadel Advisors
Florida
$779K +$504K +9,981 +214%