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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
126
Institute for Wealth Management
Colorado
$768K +$89.7K +1,564 +14%
NWM
127
Napa Wealth Management
California
$764K +$26.4K +461 +4%
TC
128
Trilogy Capital
California
$761K -$42.5K -742 -5%
TWP
129
Tempus Wealth Planning
California
$756K +$12.2K +213 +2%
MBFW
130
Morton Brown Family Wealth
Pennsylvania
$755K +$3.21K +56 +0.4%
CTC
131
Central Trust Company
Missouri
$749K +$29.1K +507 +4%
PCMC
132
Private Capital Management (Colorado)
Colorado
$722K -$18.9K -330 -3%
Cerity Partners
133
Cerity Partners
New York
$715K +$118K +2,059 +21%
WP
134
Westmount Partners
California
$712K -$573 -10 -0.1%
SC
135
Scotia Capital
Ontario, Canada
$697K +$39.2K +683 +6%
MCIA
136
Mountain Capital Investment Advisors
Colorado
$695K +$26.8K +468 +4%
FEG
137
Fund Evaluation Group
Ohio
$676K +$654K +11,407 New
NEPWA
138
New England Private Wealth Advisors
Massachusetts
$676K +$3.15K +55 +0.5%
BFG
139
Buttonwood Financial Group
Missouri
$673K -$71K -1,238 -10%
GCM
140
Gallacher Capital Management
Colorado
$670K +$87.6K +1,527 +16%
CF
141
Corrigan Financial
Rhode Island
$662K +$55.6K +969 +9%
AF
142
Advisornet Financial
Minnesota
$661K +$11.4K +199 +2%
WC
143
Waterloo Capital
Texas
$655K +$262K +4,577 +71%
MAWA
144
Moss Adams Wealth Advisors
Washington
$652K +$15.9K +277 +3%
TW
145
TrinityPoint Wealth
Connecticut
$651K -$1.15K -20 -0.2%
IWS
146
Integrity Wealth Solutions
Colorado
$642K +$66.5K +1,160 +12%
WFS
147
Weitzel Financial Services
Iowa
$633K +$119K +2,079 +24%
EWM
148
Executive Wealth Management
Michigan
$626K +$606K +10,572 New
MGIA
149
Moneta Group Investment Advisors
Missouri
$624K
ACS
150
Archford Capital Strategies
Illinois
$622K +$21.1K +368 +4%