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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNC
126
Lincoln National Corp
Pennsylvania
$766K +$10.2K +203 +1%
GFG
127
Greystone Financial Group
Michigan
$758K +$40.2K +796 +6%
ACM
128
Avalon Capital Management
California
$747K +$709K +14,039 New
SWP
129
Summit Wealth Partners
Florida
$719K -$14K -277 -2%
Mariner
130
Mariner
Kansas
$709K +$434K +8,591 +182%
SAG
131
SageView Advisory Group
California
$700K -$42K -831 -6%
MBFW
132
Morton Brown Family Wealth
Pennsylvania
$687K -$12.6K -250 -2%
FDCDDQ
133
Federation des caisses Desjardins du Quebec
Quebec, Canada
$683K +$43K +852 +7%
WP
134
Westmount Partners
California
$656K -$104K -2,066 -14%
BFG
135
Buttonwood Financial Group
Missouri
$636K +$18.6K +369 +3%
KWA
136
Kingswood Wealth Advisors
California
$628K +$596K +11,800 New
CPCM
137
Cardinal Point Capital Management
Ontario, Canada
$626K -$189K -3,750 -24%
FW
138
Fidato Wealth
Ohio
$621K +$589K +11,676 New
ACS
139
Archford Capital Strategies
Illinois
$610K -$218K -4,328 -27%
CTC
140
Central Trust Company
Missouri
$608K -$313K -6,210 -35%
VFP
141
Verus Financial Partners
Virginia
$608K -$41K -812 -7%
MCIA
142
Mountain Capital Investment Advisors
Colorado
$597K +$6.51K +129 +1%
Envestnet Portfolio Solutions
143
Envestnet Portfolio Solutions
Illinois
$557K +$136K +2,689 +35%
SC
144
Scotia Capital
Ontario, Canada
$551K +$1.31K +26 +0.3%
TWP
145
Tempus Wealth Planning
California
$548K -$51.7K -1,024 -9%
VA
146
Valmark Advisers
Ohio
$542K -$13.7K -272 -3%
TW
147
TrinityPoint Wealth
Connecticut
$541K -$466K -9,236 -48%
CFA
148
Camarda Financial Advisors
Florida
$532K -$30.6K -606 -6%
PFS
149
Prospera Financial Services
Texas
$530K +$2.07K +41 +0.4%
DADC
150
D.A. Davidson & Co
Montana
$527K +$241K +4,782 +93%