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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GCM
101
Gallacher Capital Management
Colorado
$1.27M -$756K -12,996 -37%
WC
102
Waterloo Capital
Texas
$1.23M +$320K +5,493 +34%
PCMM
103
Piedmont Capital Management (Montana)
Montana
$1.23M -$9.78K -168 -0.7%
PAG
104
Private Advisor Group
New Jersey
$1.21M +$2.1K +36 +0.2%
CIP
105
Capital Insight Partners
Arizona
$1.21M +$6.34K +109 +0.5%
EH
106
Equitable Holdings
New York
$1.2M +$120K +2,064 +11%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$1.19M -$10.7K -183 -0.9%
IWM
108
IMG Wealth Management
Florida
$1.16M -$189K -3,240 -14%
SWP
109
Stratos Wealth Partners
Ohio
$1.13M -$169K -2,895 -13%
BEI
110
Benjamin Edwards Inc
Missouri
$1.13M +$488K +8,378 +74%
SI
111
SimpliFi Inc
California
$1.12M +$6.11K +105 +0.5%
NG
112
Northstar Group
New York
$1.11M +$4.37K +75 +0.4%
UCFA
113
United Capital Financial Advisors
Texas
$1.09M -$138K -2,364 -11%
IWC
114
Integrated Wealth Concepts
Massachusetts
$1.05M -$92.8K -1,594 -8%
MWG
115
Martin Worley Group
Utah
$1.04M -$39.2K -673 -4%
OPWM
116
Oxinas Partners Wealth Management
Indiana
$1.04M -$1.51K -26 -0.1%
SFGP
117
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.03M +$261K +4,485 +33%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$1.01M +$128K +2,197 +14%
DAS
119
Dynamic Advisor Solutions
Arizona
$1.01M -$1.78M -30,630 -64%
WA
120
WBH Advisory
Maryland
$991K
HFA
121
High Falls Advisors
New York
$989K -$26K -447 -3%
GFG
122
Greystone Financial Group
Michigan
$964K +$88K +1,512 +10%
SPC
123
Sigma Planning Corp
Michigan
$962K +$4.48K +77 +0.5%
CCWA
124
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$944K -$6.64K -114 -0.7%
PCWA
125
Pacific Capital Wealth Advisors
California
$937K -$51K -876 -5%