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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SL
151
Sentinus LLC
Illinois
$550K +$533K +9,885 New
CFA
152
Camarda Financial Advisors
Florida
$546K -$10.5K -195 -2%
RWM
153
Reston Wealth Management
Virginia
$544K +$137K +2,532 +35%
RAG
154
RIA Advisory Group
Iowa
$536K -$316K -5,866 -38%
IWS
155
Integrity Wealth Solutions
Colorado
$535K -$162 -3 -0%
Envestnet Portfolio Solutions
156
Envestnet Portfolio Solutions
Illinois
$527K -$53.8K -997 -10%
GWCM
157
Godshalk Welsh Capital Management
Pennsylvania
$518K +$270 +5 +0.1%
EA
158
Eudaimonia Advisors
Tennessee
$515K +$75.3K +1,397 +18%
MAM
159
Milestone Asset Management
Pennsylvania
$513K +$195K +3,613 +64%
IFWM
160
Institute for Wealth Management
Colorado
$508K +$54.5K +1,010 +12%
HWM
161
Heirloom Wealth Management
Colorado
$505K +$593 +11 +0.1%
FWM
162
FFT Wealth Management
Pennsylvania
$498K
BRM
163
Boston Research & Management
Massachusetts
$491K
OGF
164
Orin Green Financial
California
$490K -$437K -8,100 Closed
GIA
165
Gladstone Institutional Advisory
Florida
$490K
ACA
166
Atlas Capital Advisors
Wyoming
$488K +$9.6K +178 +2%
NAS
167
Nicolet Advisory Services
Wisconsin
$483K -$10.5K -195 -2%
HSWM
168
Hubbell Strickland Wealth Management
Louisiana
$481K -$5.93K -110 -1%
GCM
169
Gallacher Capital Management
Colorado
$477K -$15K -279 -3%
MWM
170
Modera Wealth Management
New Jersey
$476K +$63.6K +1,179 +16%
EH
171
Equitable Holdings
New York
$476K +$67.2K +1,246 +17%
SFWA
172
Summit Financial Wealth Advisors
Louisiana
$472K
MML Investors Services
173
MML Investors Services
Massachusetts
$471K -$1.76M -32,723 -79%
NCM
174
New Capital Management
Texas
$447K +$9.81K +182 +2%
GFA
175
Gallagher Fiduciary Advisors
Illinois
$445K +$18.1K +336 +4%