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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
101
Equitable Holdings
New York
$1.44M +$155K +2,660 +13%
Legacy Financial Group (Iowa)
102
Legacy Financial Group (Iowa)
Iowa
$1.44M +$6.25K +107 +0.5%
PCMM
103
Piedmont Capital Management (Montana)
Montana
$1.43M +$8.29K +142 +0.6%
IWC
104
Integrated Wealth Concepts
Massachusetts
$1.42M +$285K +4,883 +27%
IF
105
Integrity Financial
Wyoming
$1.38M -$39.6K -678 -3%
BEI
106
Benjamin Edwards Inc
Missouri
$1.33M +$113K +1,930 +10%
OCM
107
One Capital Management
California
$1.3M -$8.94M -153,147 -88%
FFN
108
Focus Financial Network
Minnesota
$1.29M -$181K -3,098 -13%
SFG
109
Sage Financial Group
Pennsylvania
$1.29M +$461K +7,890 +60%
CIP
110
Capital Insight Partners
Arizona
$1.29M
SA
111
Sanctuary Advisors
Indiana
$1.29M -$69.4K -1,188 -5%
SC
112
Savant Capital
Illinois
$1.27M +$1.2M +20,582 New
GAA
113
Global Assets Advisory
Florida
$1.26M -$2.17M -37,225 -65%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$1.23M +$140K +2,390 +14%
WC
115
Waterloo Capital
Texas
$1.23M -$88K -1,506 -7%
IFWM
116
Institute for Wealth Management
Colorado
$1.22M +$317K +5,428 +38%
GCM
117
Gallacher Capital Management
Colorado
$1.22M -$132K -2,252 -10%
SI
118
SimpliFi Inc
California
$1.21M +$13.6K +233 +1%
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$1.21M -$60.9K -1,042 -5%
UCFA
120
United Capital Financial Advisors
Texas
$1.2M +$28.9K +495 +3%
DAS
121
Dynamic Advisor Solutions
Arizona
$1.13M +$49.9K +854 +5%
WFS
122
Weitzel Financial Services
Iowa
$1.12M +$1.06M +18,078 New
OPWM
123
Oxinas Partners Wealth Management
Indiana
$1.12M +$2.69K +46 +0.3%
NG
124
Northstar Group
New York
$1.11M -$75.4K -1,291 -7%
SWP
125
Stratos Wealth Partners
Ohio
$1.08M -$127K -2,173 -11%