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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Avior Wealth Management
Nebraska
$1.66M +$43.5K +671 +3%
IAS
102
IMA Advisory Services
Colorado
$1.66M -$8.63K -133 -0.5%
IWC
103
Integrated Wealth Concepts
Massachusetts
$1.65M +$139K +2,148 +9%
AF
104
Allworth Financial
California
$1.62M +$75.4K +1,162 +5%
VCM
105
Vines Capital Management
Louisiana
$1.61M +$1.6M +24,721 New
RFA
106
RTD Financial Advisors
Pennsylvania
$1.6M -$143K -2,201 -8%
WFS
107
Weitzel Financial Services
Iowa
$1.57M +$92.5K +1,426 +6%
PWM
108
Perigon Wealth Management
California
$1.56M -$63.1K -972 -4%
PCMM
109
Piedmont Capital Management (Montana)
Montana
$1.52M +$37.1K +571 +3%
WFAG
110
Worth Financial Advisory Group
North Carolina
$1.49M -$42K -647 -3%
MAWA
111
Moss Adams Wealth Advisors
Washington
$1.48M +$41.5K +639 +3%
SA
112
Sanctuary Advisors
Indiana
$1.45M +$148K +2,280 +11%
MTC
113
Matrix Trust Company
Colorado
$1.43M +$1.43M +21,965 New
CWA
114
Centerline Wealth Advisors
Kentucky
$1.42M -$8.13M -125,312 -85%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$1.4M -$74.5K -1,148 -5%
UCFA
116
United Capital Financial Advisors
Texas
$1.38M +$80.1K +1,235 +6%
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.37M -$27.8K -429 -2%
CIP
118
Capital Insight Partners
Arizona
$1.37M -$5.71K -88 -0.4%
Mariner
119
Mariner
Kansas
$1.36M +$5.45K +84 +0.4%
SFG
120
Sage Financial Group
Pennsylvania
$1.36M +$20.8K +321 +2%
IFWM
121
Institute for Wealth Management
Colorado
$1.31M +$32K +493 +3%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$1.29M -$53.3K -821 -4%
WC
123
Waterloo Capital
Texas
$1.28M +$115K +1,773 +10%
GCM
124
Gallacher Capital Management
Colorado
$1.27M +$150K +2,304 +13%
IF
125
Integrity Financial
Wyoming
$1.26M -$99.5K -1,534 -7%