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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
126
Buttonwood Financial Group
Missouri
$550K +$8.76K +178 +2%
W
127
Wealthquest
Ohio
$550K -$10.7K -217 -2%
RAG
128
RIA Advisory Group
Iowa
$548K +$19.7K +401 +4%
GCM
129
Gallacher Capital Management
Colorado
$543K +$72.3K +1,469 +16%
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$528K
SL
131
Sentinus LLC
Illinois
$516K +$91.2K +1,853 +22%
RWP
132
RWA Wealth Partners
Massachusetts
$514K +$67.8K +1,379 +16%
FDCDDQ
133
Federation des caisses Desjardins du Quebec
Quebec, Canada
$498K -$81.6K -1,658 -14%
SSC
134
Syverson Strege & Co
Iowa
$494K +$28.6K +581 +6%
RWM
135
Reston Wealth Management
Virginia
$485K -$12.3K -251 -3%
CFA
136
Camarda Financial Advisors
Florida
$480K +$5.31K +108 +1%
BFA
137
Beacon Financial Advisory
Ohio
$479K
PA
138
PFG Advisors
Arizona
$473K -$563K -11,449 -55%
SC
139
Scotia Capital
Ontario, Canada
$471K -$113K -2,293 -20%
SG
140
StoneX Group
New York
$462K -$338K -6,871 -43%
HWM
141
Heirloom Wealth Management
Colorado
$461K +$205K +4,158 +82%
ZIMP
142
Zimmermann Investment Management & Planning
Pennsylvania
$460K -$14.1K -286 -3%
IF
143
Intrua Financial
Texas
$450K +$214K +4,350 +94%
BRM
144
Boston Research & Management
Massachusetts
$448K -$1.52K -31 -0.3%
GIA
145
Gladstone Institutional Advisory
Florida
$440K
CF
146
Corrigan Financial
Rhode Island
$437K +$30.1K +611 +8%
BPA
147
Beacon Pointe Advisors
California
$432K -$45.5K -925 -10%
WWM
148
Western Wealth Management
Colorado
$431K -$689 -14 -0.2%
HSWM
149
Hubbell Strickland Wealth Management
Louisiana
$431K -$13.7K -278 -3%
Goldman Sachs
150
Goldman Sachs
New York
$428K +$421K +8,550 New