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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCMM
101
Piedmont Capital Management (Montana)
Montana
$1.47M -$22.1K -354 -2%
Legacy Financial Group (Iowa)
102
Legacy Financial Group (Iowa)
Iowa
$1.47M -$32.6K -522 -2%
KWA
103
Kingswood Wealth Advisors
California
$1.46M +$767K +12,271 +117%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$1.46M +$170K +2,723 +14%
WFS
105
Weitzel Financial Services
Iowa
$1.45M +$284K +4,542 +25%
MAWA
106
Moss Adams Wealth Advisors
Washington
$1.43M +$358K +5,717 +35%
Renaissance Technologies
107
Renaissance Technologies
New York
$1.39M -$1.9M -30,400 -58%
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.38M -$209K -3,348 -13%
CIP
109
Capital Insight Partners
Arizona
$1.36M +$10.7K +171 +0.8%
IF
110
Integrity Financial
Wyoming
$1.34M -$99.6K -1,593 -7%
Mariner
111
Mariner
Kansas
$1.34M +$565K +9,030 +76%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$1.33M +$66.3K +1,060 +5%
SFG
113
Sage Financial Group
Pennsylvania
$1.33M -$23.1K -370 -2%
SC
114
Savant Capital
Illinois
$1.32M -$6.5K -104 -0.5%
FHC
115
First Heartland Consultants
Missouri
$1.29M +$790K +12,627 +170%
UCFA
116
United Capital Financial Advisors
Texas
$1.29M +$32K +511 +3%
SA
117
Sanctuary Advisors
Indiana
$1.28M -$61.1K -977 -5%
IFWM
118
Institute for Wealth Management
Colorado
$1.27M -$11.3K -180 -0.9%
GRP
119
Global Retirement Partners
California
$1.25M +$414K +6,619 +51%
SI
120
SimpliFi Inc
California
$1.22M -$46.1K -737 -4%
WC
121
Waterloo Capital
Texas
$1.16M -$123K -1,973 -10%
AFP
122
Ausdal Financial Partners
Iowa
$1.14M +$850K +13,597 +327%
MGIA
123
Moneta Group Investment Advisors
Missouri
$1.14M +$112K +1,789 +11%
SWP
124
Stratos Wealth Partners
Ohio
$1.13M +$5.94K +95 +0.5%
WA
125
WestEnd Advisors
North Carolina
$1.13M -$1.68M -26,863 -60%