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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRM
151
Boston Research & Management
Massachusetts
$435K +$255 +5 +0.1%
GIA
152
Gladstone Institutional Advisory
Florida
$434K
HSWM
153
Hubbell Strickland Wealth Management
Louisiana
$429K +$611 +12 +0.1%
ACA
154
Atlas Capital Advisors
Wyoming
$424K +$86.4K +1,697 +25%
SFWA
155
Summit Financial Wealth Advisors
Louisiana
$421K
HWM
156
Heirloom Wealth Management
Colorado
$416K -$59.4K -1,167 -12%
EA
157
Efficient Advisors
Ohio
$400K +$5.25K +103 +1%
RBFC
158
Roman Butler Fullerton & Co
Missouri
$397K
BPA
159
Beacon Pointe Advisors
California
$396K -$34.6K -679 -8%
SA
160
Strategic Advocates
Utah
$396K +$408K +8,006 New
GC
161
Gould Capital
Washington
$389K
EA
162
Eudaimonia Advisors
Tennessee
$388K +$400K +7,855 New
Envestnet Portfolio Solutions
163
Envestnet Portfolio Solutions
Illinois
$384K +$396K +7,780 New
CC
164
Cypress Capital
Tennessee
$371K -$5.7K -112 -1%
AWM
165
Avior Wealth Management
Nebraska
$370K +$509 +10 +0.1%
NCM
166
New Capital Management
Texas
$368K +$379K +7,442 New
CWM
167
C2C Wealth Management
Arizona
$366K
WWM
168
Western Wealth Management
Colorado
$362K
OGF
169
Orin Green Financial
California
$358K +$2.75K +54 +0.8%
AFP
170
Ausdal Financial Partners
Iowa
$353K -$16.3K -320 -4%
CCM
171
Canal Capital Management
Virginia
$353K +$16.5K +325 +5%
GCM
172
Gallacher Capital Management
Colorado
$351K -$112K -2,202 -24%
EH
173
Equitable Holdings
New York
$333K +$78.8K +1,548 +30%
HIA
174
Harbor Investment Advisory
Maryland
$328K -$815 -16 -0.2%
AWS
175
Atria Wealth Solutions
New York
$327K -$331K -6,497 -50%