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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
126
Beacon Financial Advisory
Ohio
$428K -$25.4K -525 -5%
Lido Advisors
127
Lido Advisors
California
$427K +$48 +1 +0%
RWM
128
Reston Wealth Management
Virginia
$413K +$109K +2,255 +32%
FCA
129
FinTrust Capital Advisors
South Carolina
$408K -$12.8K -265 -3%
RBFC
130
Roman Butler Fullerton & Co
Missouri
$401K -$211K -4,365 -33%
JP Morgan Chase
131
JP Morgan Chase
New York
$397K +$8.53K +176 +2%
HSWM
132
Hubbell Strickland Wealth Management
Louisiana
$396K +$8.62K +178 +2%
GIA
133
Gladstone Institutional Advisory
Florida
$394K
CFA
134
Camarda Financial Advisors
Florida
$393K -$80.3K -1,658 -16%
SFWA
135
Summit Financial Wealth Advisors
Louisiana
$390K
VAS
136
Vestmark Advisory Solutions
Massachusetts
$378K -$78.9K -1,630 -16%
CF
137
Corrigan Financial
Rhode Island
$377K +$11.1K +229 +3%
SSC
138
Syverson Strege & Co
Iowa
$360K +$14K +290 +4%
MWM
139
Mascoma Wealth Management
New Hampshire
$348K +$630 +13 +0.2%
AFP
140
Ausdal Financial Partners
Iowa
$346K +$10.5K +216 +3%
MOS
141
MGO One Seven
Ohio
$344K +$71.7K +1,481 New
AWM
142
Avior Wealth Management
Nebraska
$336K +$194 +4 +0.1%
AIP
143
Ahrens Investment Partners
Louisiana
$327K -$6.05K -125 -2%
KWM
144
Kingsview Wealth Management
Oregon
$326K +$339 +7 +0.1%
HIA
145
Harbor Investment Advisory
Maryland
$323K +$6.44K +133 +2%
DP
146
Divergent Planning
Maryland
$312K -$27.1K -559 -7%
EH
147
Equitable Holdings
New York
$310K +$727 +15 +0.2%
AAS
148
Ameritas Advisory Services
Nebraska
$309K +$21.3K +439 +7%
CPO
149
Cerity Partners OCIO
New York
$305K +$16.6K +343 +5%
GFS
150
GYL Financial Synergies
Connecticut
$302K +$327K +6,754 New