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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
151
Summit Financial Wealth Advisors
Louisiana
$436K
RBFC
152
Roman Butler Fullerton & Co
Missouri
$420K
EA
153
Efficient Advisors
Ohio
$411K -$7.85K -156 -2%
CF
154
Corrigan Financial
Rhode Island
$409K -$39.3K -780 -9%
GC
155
Gould Capital
Washington
$407K
KPWS
156
Kestra Private Wealth Services
Texas
$392K +$384K +7,628 New
CC
157
Cypress Capital
Tennessee
$392K
CWM
158
C2C Wealth Management
Arizona
$387K
AWM
159
Avior Wealth Management
Nebraska
$385K +$302 +6 +0.1%
AFP
160
Ausdal Financial Partners
Iowa
$384K +$3.32K +66 +0.9%
WWM
161
Western Wealth Management
Colorado
$377K -$65.4K -1,300 -15%
Cerity Partners
162
Cerity Partners
New York
$372K +$364K +7,237 New
JP Morgan Chase
163
JP Morgan Chase
New York
$371K -$379K -7,522 -51%
OGF
164
Orin Green Financial
California
$370K +$14K +278 +4%
GWCM
165
Godshalk Welsh Capital Management
Pennsylvania
$365K +$11.4K +227 +3%
ACA
166
Atlas Capital Advisors
Wyoming
$354K +$347K +6,886 New
AF
167
Affiance Financial
Minnesota
$351K -$17.9K -355 -5%
CCM
168
Canal Capital Management
Virginia
$351K -$5.84K -116 -2%
AAS
169
Ameritas Advisory Services
Nebraska
$344K -$19.3K -383 -5%
HIA
170
Harbor Investment Advisory
Maryland
$343K +$3.47K +69 +1%
NA
171
NewEdge Advisors
Louisiana
$342K +$269K +5,339 +408%
RFN
172
RDA Financial Network
Iowa
$332K +$50 +1 +0%
MWM
173
Mascoma Wealth Management
New Hampshire
$328K -$74.2K -1,474 -19%
GFA
174
Gallagher Fiduciary Advisors
Illinois
$325K +$19.7K +392 +7%
VWM
175
Venturi Wealth Management
Texas
$312K +$33.2K +660 +12%