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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VAS
126
Vestmark Advisory Solutions
Massachusetts
$484K +$507K +10,075 New
BFG
127
Buttonwood Financial Group
Missouri
$469K +$41.2K +818 +9%
Lido Advisors
128
Lido Advisors
California
$458K +$1.61K +32 +0.3%
FCA
129
FinTrust Capital Advisors
South Carolina
$452K +$20.4K +406 +5%
MML Investors Services
130
MML Investors Services
Massachusetts
$450K +$472K +9,380 New
BRM
131
Boston Research & Management
Massachusetts
$424K -$11.1K -220 -2%
GIA
132
Gladstone Institutional Advisory
Florida
$422K -$4.98K -99 -1%
JP Morgan Chase
133
JP Morgan Chase
New York
$418K -$604 -12 -0.1%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$417K +$78.8K +1,565 +22%
HSWM
135
Hubbell Strickland Wealth Management
Louisiana
$416K -$503 -10 -0.1%
SFWA
136
Summit Financial Wealth Advisors
Louisiana
$415K
PWA
137
PCG Wealth Advisors
Kansas
$415K +$906 +18 +0.2%
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$394K
CF
139
Corrigan Financial
Rhode Island
$393K +$2.42K +48 +0.6%
CCM
140
Canal Capital Management
Virginia
$376K -$154K -3,068 -28%
MWM
141
Mascoma Wealth Management
New Hampshire
$373K -$20K -397 -5%
SSC
142
Syverson Strege & Co
Iowa
$372K +$11.7K +232 +3%
HG
143
Harbor Group
New Hampshire
$371K +$389K +7,729 New
FWM
144
Frontier Wealth Management
Missouri
$363K -$19.3K -383 -5%
DP
145
Divergent Planning
Maryland
$362K +$7.35K +146 +2%
AFP
146
Ausdal Financial Partners
Iowa
$361K -$25.3K -502 -6%
AWM
147
Avior Wealth Management
Nebraska
$360K -$50 -1 -0%
OWM
148
OneAscent Wealth Management
Alabama
$360K +$377K +7,491 New
AIP
149
Ahrens Investment Partners
Louisiana
$357K -$453 -9 -0.1%
KWM
150
Kingsview Wealth Management
Oregon
$349K +$4.43K +88 +1%