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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SI
126
SimpliFi Inc
California
$1.44M +$23.1K +339 +2%
SFG
127
Sage Financial Group
Pennsylvania
$1.44M
PCMM
128
Piedmont Capital Management (Montana)
Montana
$1.41M +$4.97K +73 +0.4%
HWA
129
Heritage Wealth Architects
Minnesota
$1.38M -$227K -3,337 -14%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$1.38M +$306K +4,491 +29%
GRP
131
Global Retirement Partners
California
$1.32M +$1.3M +19,048 New
ECA
132
Elevation Capital Advisory
Oregon
$1.32M -$3.28M -48,228 -72%
AFP
133
Ausdal Financial Partners
Iowa
$1.32M +$20.6K +302 +2%
GFG
134
Greystone Financial Group
Michigan
$1.31M +$484K +7,111 +60%
TWP
135
Tempus Wealth Planning
California
$1.31M -$19K -279 -1%
MAM
136
Milestone Asset Management
Pennsylvania
$1.3M +$57.1K +839 +5%
WFAG
137
Worth Financial Advisory Group
North Carolina
$1.3M +$313K +4,596 +33%
SFA
138
Sequoia Financial Advisors
Ohio
$1.29M -$1.77K -26 -0.1%
RCS
139
R2 Capital Strategies
Nebraska
$1.29M +$1.26M +18,568 New
HNWAG
140
High Net Worth Advisory Group
Florida
$1.24M +$27.2K +400 +2%
MML Investors Services
141
MML Investors Services
Massachusetts
$1.24M +$864K +12,688 +244%
CTC
142
Central Trust Company
Missouri
$1.23M -$46.6K -685 -4%
MNA
143
Manning & Napier Advisors
New York
$1.23M +$950K +13,950 +369%
FPAS
144
Focus Partners Advisor Solutions
Missouri
$1.23M -$92.2K -1,354 -7%
IF
145
Integrity Financial
Wyoming
$1.21M -$55.4K -814 -4%
JT
146
Jupiter Topco
New York
$1.2M +$1.18M +17,289 New
NB
147
NBT Bank
New York
$1.19M -$5.79M -85,046 -83%
WA
148
WBH Advisory
Maryland
$1.18M
NG
149
Northstar Group
New York
$1.18M +$681 +10 +0.1%
BDFN
150
Bond & Devick Financial Network
Minnesota
$1.18M +$200K +2,943 +21%