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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFG
126
Greystone Financial Group
Michigan
$687K +$685K +14,557 New
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$686K -$15.7K -334 -2%
SWP
128
Summit Wealth Partners
Florida
$680K +$2.63K +56 +0.4%
HFA
129
High Falls Advisors
New York
$645K +$28.9K +614 +5%
TWP
130
Tempus Wealth Planning
California
$633K -$256K -5,431 -29%
MCIA
131
Mountain Capital Investment Advisors
Colorado
$618K -$16.8K -357 -3%
FAIM
132
Financial Advocates Investment Management
Washington
$596K +$292K +6,200 New
MHS
133
M Holdings Securities
Oregon
$587K -$1.55K -33 -0.3%
WP
134
Westmount Partners
California
$571K +$570K +12,111 New
SC
135
Scotia Capital
Ontario, Canada
$552K -$1.79K -38 -0.3%
FDCDDQ
136
Federation des caisses Desjardins du Quebec
Quebec, Canada
$548K -$218K -4,626 -28%
IWC
137
Integrated Wealth Concepts
Massachusetts
$543K +$3.44K +73 +0.6%
MFS
138
Madrona Financial Services
Washington
$533K +$531K +11,293 New
UCFA
139
United Capital Financial Advisors
Texas
$525K +$28.6K +608 +6%
TW
140
TrinityPoint Wealth
Connecticut
$525K -$245K -5,211 -32%
W
141
Wealthquest
Ohio
$520K -$94.2K -2,002 -15%
BFG
142
Buttonwood Financial Group
Missouri
$510K +$35.1K +745 +7%
RAG
143
RIA Advisory Group
Iowa
$498K +$496K +10,551 New
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$497K +$4.89K +104 +1%
EA
145
Efficient Advisors
Ohio
$472K -$4.75K -101 -1%
RWM
146
Reston Wealth Management
Virginia
$469K +$34.2K +727 +8%
MW
147
Marcum Wealth
Ohio
$469K +$468K +9,940 New
DADC
148
D.A. Davidson & Co
Montana
$465K +$464K +9,854 New
Lido Advisors
149
Lido Advisors
California
$458K +$7.39K +157 +2%
BFA
150
Beacon Financial Advisory
Ohio
$451K