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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
126
Tempus Wealth Planning
California
$1.23M +$6K +91 +0.5%
FPAS
127
Focus Partners Advisor Solutions
Missouri
$1.22M +$814K +12,349 +186%
MGIA
128
Moneta Group Investment Advisors
Missouri
$1.21M +$89.3K +1,355 +8%
AFP
129
Ausdal Financial Partners
Iowa
$1.2M +$20K +304 +2%
SFA
130
Sequoia Financial Advisors
Ohio
$1.2M +$303K +4,589 +33%
CTC
131
Central Trust Company
Missouri
$1.19M +$210K +3,179 +21%
SWP
132
Stratos Wealth Partners
Ohio
$1.18M -$3.11M -47,196 -72%
IF
133
Integrity Financial
Wyoming
$1.17M -$77.1K -1,170 -6%
MAM
134
Milestone Asset Management
Pennsylvania
$1.15M -$9.82K -149 -0.8%
HNWAG
135
High Net Worth Advisory Group
Florida
$1.13M +$524K +7,950 +83%
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$1.12M -$37.7K -572 -3%
WP
137
Westmount Partners
California
$1.11M +$96.6K +1,466 +9%
SC
138
Savant Capital
Illinois
$1.11M +$1.14M +17,238 New
WA
139
WBH Advisory
Maryland
$1.1M
NG
140
Northstar Group
New York
$1.09M
AWM
141
AE Wealth Management
Kansas
$1.02M -$67K -1,016 -6%
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$1.02M -$760K -11,536 -42%
CA
143
Clearstead Advisors
Ohio
$1M +$17.9K +271 +2%
Fidelity Investments
144
Fidelity Investments
Massachusetts
$988K +$176K +2,663 +21%
SPC
145
Sigma Planning Corp
Michigan
$983K -$224K -3,392 -18%
UCFA
146
United Capital Financial Advisors
Texas
$943K -$432K -6,557 -31%
BDFN
147
Bond & Devick Financial Network
Minnesota
$903K +$619K +9,387 +202%
DWM
148
Diversify Wealth Management
Utah
$894K +$880K +13,344 New
FFA
149
Farther Finance Advisors
California
$879K +$151K +2,289 +20%
CCWA
150
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$866K -$100K -1,518 -10%