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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
126
Lido Advisors
California
$592K -$29.3K -576 -5%
NEPWA
127
New England Private Wealth Advisors
Massachusetts
$564K +$571K +11,210 New
TWP
128
Tempus Wealth Planning
California
$560K +$3.16K +62 +0.6%
KV
129
Kickstand Ventures
New York
$557K +$574K +11,273 New
BFG
130
Buttonwood Financial Group
Missouri
$557K +$48.6K +955 +9%
MCIA
131
Mountain Capital Investment Advisors
Colorado
$557K -$1.88K -37 -0.3%
RWP
132
RWA Wealth Partners
Massachusetts
$541K +$74.5K +1,463 +15%
ZIMP
133
Zimmermann Investment Management & Planning
Pennsylvania
$533K -$42.5K -834 -7%
RAG
134
RIA Advisory Group
Iowa
$528K -$6.21K -122 -1%
CFA
135
Camarda Financial Advisors
Florida
$524K -$11.8K -231 -2%
VA
136
Valmark Advisers
Ohio
$517K -$8.15K -160 -2%
Cerity Partners
137
Cerity Partners
New York
$511K +$159K +3,115 +43%
SC
138
Scotia Capital
Ontario, Canada
$511K -$75.3K -1,479 -13%
TGAM
139
TBH Global Asset Management
Tennessee
$500K -$3.46K -68 -0.7%
W
140
Wealthquest
Ohio
$491K -$46.4K -912 -8%
PFS
141
Prospera Financial Services
Texas
$490K -$1.58K -31 -0.3%
BFA
142
Beacon Financial Advisory
Ohio
$473K
SSC
143
Syverson Strege & Co
Iowa
$469K +$10.8K +213 +2%
JAWM
144
J. Arnold Wealth Management
Ohio
$467K +$481K +9,441 New
GWCM
145
Godshalk Welsh Capital Management
Pennsylvania
$466K +$119K +2,334 +33%
IF
146
Intrua Financial
Texas
$455K +$815 +16 +0.2%
IA
147
IFP Advisors
Florida
$450K +$445K +8,745 +2,477%
EAMA
148
EFG Asset Management (Americas)
Florida
$443K +$3.46K +68 +0.8%
FWM
149
FFT Wealth Management
Pennsylvania
$442K
LGA
150
Lebenthal Global Advisors
New York
$439K +$452K +8,881 New