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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FW
126
Fidato Wealth
Ohio
$705K +$53.6K +994 +9%
MBFW
127
Morton Brown Family Wealth
Pennsylvania
$703K -$16.4K -304 -2%
BFG
128
Buttonwood Financial Group
Missouri
$673K +$6.69K +124 +1%
WP
129
Westmount Partners
California
$663K -$23K -426 -3%
CPCM
130
Cardinal Point Capital Management
Ontario, Canada
$661K +$5.93K +110 +0.9%
AF
131
Advisornet Financial
Minnesota
$658K -$256K -4,754 -29%
CTC
132
Central Trust Company
Missouri
$651K +$14.3K +265 +2%
FIA
133
Foundations Investment Advisors
Arizona
$645K +$350K +6,482 +127%
KWA
134
Kingswood Wealth Advisors
California
$640K -$16.2K -300 -3%
MWM
135
Mission Wealth Management
California
$633K +$613K +11,369 New
NEPWA
136
New England Private Wealth Advisors
Massachusetts
$628K +$187K +3,472 +44%
ACS
137
Archford Capital Strategies
Illinois
$627K -$11.4K -211 -2%
Cerity Partners
138
Cerity Partners
New York
$614K +$63.8K +1,183 +12%
MAWA
139
Moss Adams Wealth Advisors
Washington
$597K +$294K +5,443 +103%
TWP
140
Tempus Wealth Planning
California
$590K +$15.5K +287 +3%
MGIA
141
Moneta Group Investment Advisors
Missouri
$586K +$568K +10,527 New
TW
142
TrinityPoint Wealth
Connecticut
$582K +$16.2K +300 +3%
NA
143
NewEdge Advisors
Louisiana
$579K -$232K -4,306 -29%
VA
144
Valmark Advisers
Ohio
$577K +$9.92K +184 +2%
BFA
145
Beacon Financial Advisory
Ohio
$574K +$29.8K +553 +6%
SC
146
Scotia Capital
Ontario, Canada
$570K -$7.28K -135 -1%
CF
147
Corrigan Financial
Rhode Island
$568K +$550K +10,201 New
MCIA
148
Mountain Capital Investment Advisors
Colorado
$568K -$55.7K -1,033 -9%
Lido Advisors
149
Lido Advisors
California
$559K +$9.92K +184 +2%
PFS
150
Prospera Financial Services
Texas
$555K