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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
151
Sigma Planning Corp
Michigan
$1.15M +$85.3K +1,253 +8%
MGIA
152
Moneta Group Investment Advisors
Missouri
$1.15M -$159K -2,340 -12%
UCFA
153
United Capital Financial Advisors
Texas
$1.09M +$75.3K +1,106 +8%
CA
154
Clearstead Advisors
Ohio
$1.09M +$9.53K +140 +0.9%
CFGSD
155
Compass Financial Group (South Dakota)
South Dakota
$1.09M +$1.07M +15,647 New
FFA
156
Farther Finance Advisors
California
$1.08M +$131K +1,929 +14%
AWM
157
AE Wealth Management
Kansas
$1.04M -$56.6K -831 -5%
MG
158
McHugh Group
Ohio
$1.04M +$1.02M +15,000 New
CP
159
Creekside Partners
California
$1.01M +$349K +5,127 +55%
GCM
160
Gallacher Capital Management
Colorado
$1.01M -$440K -6,459 -31%
WA
161
WestEnd Advisors
North Carolina
$942K -$4.53M -66,532 -83%
RSS
162
Rosenblum Silverman Sutton
California
$942K +$923K +13,550 New
SWP
163
Summit Wealth Partners
Florida
$932K +$12.9K +190 +1%
Renaissance Technologies
164
Renaissance Technologies
New York
$924K +$177K +2,600 +24%
BPA
165
Beacon Pointe Advisors
California
$915K +$60.9K +894 +7%
ACA
166
Adirondack Capital Advisors
New York
$904K
SAI
167
Savvy Advisors Inc
New York
$887K +$116K +1,709 +15%
SC
168
Savant Capital
Illinois
$884K -$308K -4,525 -26%
IFG
169
Independent Financial Group
California
$872K +$70.9K +1,041 +9%
MWM
170
Mission Wealth Management
California
$870K +$363K +5,325 +74%
PCM
171
Palisade Capital Management
New Jersey
$864K +$184K +2,695 +28%
SFG
172
Sovereign Financial Group
Connecticut
$846K +$34.7K +510 +4%
CFG
173
Citizens Financial Group
Rhode Island
$835K +$315K +4,625 +63%
EPI
174
Eddie Patel Inc
Illinois
$814K +$797K +11,709 New
FW
175
Fidato Wealth
Ohio
$807K +$24K +353 +3%