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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWS
151
Integrity Wealth Solutions
Colorado
$668K +$48K +824 +8%
NEPWA
152
New England Private Wealth Advisors
Massachusetts
$663K -$10.5K -181 -2%
CWM
153
Cahaba Wealth Management
Georgia
$660K
CF
154
Corrigan Financial
Rhode Island
$652K -$3.43K -59 -0.5%
CBA
155
Coastal Bridge Advisors
Connecticut
$638K +$645K +11,085 New
Mercer Global Advisors
156
Mercer Global Advisors
Colorado
$634K -$270K -4,637 -30%
Stifel Financial
157
Stifel Financial
Missouri
$628K -$17.4M -298,559 -96%
MWM
158
Modera Wealth Management
New Jersey
$626K +$104K +1,787 +20%
PFS
159
Prospera Financial Services
Texas
$598K +$2.91K +50 +0.5%
BC
160
Brio Consultants
California
$598K +$41.7K +716 +7%
BFG
161
Buttonwood Financial Group
Missouri
$592K +$35.5K +610 +6%
AF
162
Advisornet Financial
Minnesota
$589K +$51.7K +889 +10%
GWCM
163
Godshalk Welsh Capital Management
Pennsylvania
$583K
CPCM
164
Cardinal Point Capital Management
Ontario, Canada
$573K
GS
165
GTS Securities
Florida
$570K -$589K -10,126 -51%
TWP
166
Tempus Wealth Planning
California
$570K -$73.3K -1,259 -11%
KWA
167
Kingswood Wealth Advisors
California
$570K -$712K -12,227 -55%
ACS
168
Archford Capital Strategies
Illinois
$565K -$21.1K -363 -4%
BFA
169
Beacon Financial Advisory
Ohio
$555K +$7.45K +128 +1%
KWM
170
Kingsview Wealth Management
Oregon
$550K -$3.9K -67 -0.7%
EAMA
171
EFG Asset Management (Americas)
Florida
$540K
Millennium Management
172
Millennium Management
New York
$537K +$543K +9,333 New
HWM
173
Heirloom Wealth Management
Colorado
$536K -$129K -2,215 -19%
NWM
174
Napa Wealth Management
California
$534K -$26.6K -457 -5%
NA
175
NewEdge Advisors
Louisiana
$533K +$49.9K +857 +10%