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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
126
Dynamic Advisor Solutions
Arizona
$1.13M -$51.5K -823 -4%
MAM
127
Milestone Asset Management
Pennsylvania
$1.12M +$44.8K +717 +4%
NG
128
Northstar Group
New York
$1.11M -$49K -784 -4%
AWM
129
AE Wealth Management
Kansas
$1.11M -$403K -6,441 -27%
GCM
130
Gallacher Capital Management
Colorado
$1.11M -$162K -2,586 -13%
MLFP
131
MPS Loria Financial Planners
Illinois
$1.1M +$125K +1,994 +13%
WA
132
WBH Advisory
Maryland
$1.1M
SFA
133
Sequoia Financial Advisors
Ohio
$1.08M +$1.05M +16,762 New
OCM
134
One Capital Management
California
$1.07M -$281K -4,492 -21%
GFG
135
Greystone Financial Group
Michigan
$1.06M +$49.8K +796 +5%
JWCA
136
J.W. Cole Advisors
Florida
$1.03M +$276K +4,408 +38%
SPC
137
Sigma Planning Corp
Michigan
$1.03M -$7.25K -116 -0.7%
IWM
138
IMG Wealth Management
Florida
$992K -$106K -1,701 -10%
CA
139
Clearstead Advisors
Ohio
$986K
FPAS
140
Focus Partners Advisor Solutions
Missouri
$984K -$1.95M -31,261 -67%
CCWA
141
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$978K -$45.6K -730 -5%
CTC
142
Central Trust Company
Missouri
$974K +$40.3K +644 +4%
WP
143
Westmount Partners
California
$961K +$148K +2,372 +19%
OIA
144
OneDigital Investment Advisors
Kansas
$933K +$191K +3,048 +27%
HFA
145
High Falls Advisors
New York
$919K -$51.7K -826 -5%
Jones Financial Companies
146
Jones Financial Companies
Missouri
$853K +$254K +4,068 +44%
MML Investors Services
147
MML Investors Services
Massachusetts
$845K +$609K +9,746 +288%
PP
148
PDS Planning
Ohio
$825K -$82.7K -1,323 -9%
IWS
149
Integrity Wealth Solutions
Colorado
$809K +$64K +1,023 +9%
PPWM
150
PFG Private Wealth Management
Florida
$809K +$785K +12,561 New