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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
101
Relative Value Partners Group
$1.03M
CCWA
102
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$988K -$339K -6,277 -26%
AWM
103
AE Wealth Management
Kansas
$967K -$743K -13,774 -44%
WA
104
WBH Advisory
Maryland
$958K
SPC
105
Sigma Planning Corp
Michigan
$950K +$511K +9,471 +125%
GFG
106
Greystone Financial Group
Michigan
$945K +$148K +2,738 +19%
PP
107
PDS Planning
Ohio
$923K -$17.4K -322 -2%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$880K +$54K +1,001 +7%
PCMC
109
Private Capital Management (Colorado)
Colorado
$870K -$135K -2,502 -14%
HFA
110
High Falls Advisors
New York
$867K +$44.2K +819 +6%
SFG
111
Sage Financial Group
Pennsylvania
$854K -$74.9K -1,388 -8%
WSTAM
112
Wilbanks Smith & Thomas Asset Management
Virginia
$848K +$2.97K +55 +0.4%
MCWS
113
McKinley Carter Wealth Services
West Virginia
$844K -$29.1K -539 -3%
ACM
114
Avalon Capital Management
California
$838K +$54.4K +1,009 +7%
TC
115
Trilogy Capital
California
$829K -$155K -2,883 -16%
UCFA
116
United Capital Financial Advisors
Texas
$820K -$12.7K -235 -2%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$813K -$146K -2,706 -16%
HighTower Advisors
118
HighTower Advisors
Illinois
$808K -$25.7K -476 -3%
LNC
119
Lincoln National Corp
Pennsylvania
$802K
KWM
120
Kingsview Wealth Management
Oregon
$802K -$413K -7,666 -35%
CWM
121
Cahaba Wealth Management
Georgia
$775K -$52.6K -976 -7%
OFG
122
Oxford Financial Group
Indiana
$774K -$139K -2,570 -16%
SWP
123
Summit Wealth Partners
Florida
$750K -$3.29K -61 -0.5%
Mariner
124
Mariner
Kansas
$747K +$4.96K +92 +0.7%
SOS
125
Silver Oak Securities
Tennessee
$718K +$695K +12,891 New