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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NL
151
NVWM LLC
Pennsylvania
$808K +$64.7K +1,034 +9%
MWM
152
Modera Wealth Management
New Jersey
$807K +$50.7K +810 +7%
PFA
153
Pure Financial Advisors
California
$801K +$1.88K +30 +0.2%
BPA
154
Beacon Pointe Advisors
California
$796K +$9.44K +151 +1%
SWP
155
Summit Wealth Partners
Florida
$780K -$15.3K -245 -2%
HIA
156
HFM Investment Advisors
New Jersey
$771K -$1.38K -22 -0.2%
MNA
157
Manning & Napier Advisors
New York
$765K +$745K +11,917 New
BC
158
Brio Consultants
California
$763K +$6.19K +99 +0.8%
SC
159
Scotia Capital
Ontario, Canada
$762K -$63 -1 -0%
MWM
160
Mission Wealth Management
California
$758K +$737K +11,781 New
NEPWA
161
New England Private Wealth Advisors
Massachusetts
$747K
SFGP
162
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$742K -$28.5K -456 -4%
FW
163
Fidato Wealth
Ohio
$728K -$65.1K -1,041 -8%
MMA
164
Miracle Mile Advisors
California
$714K +$694K +11,094 New
PFS
165
Prospera Financial Services
Texas
$712K +$6.75K +108 +1%
AF
166
Advisornet Financial
Minnesota
$699K +$30.6K +489 +5%
HHGA
167
Halbert Hargrove Global Advisors
California
$698K -$35.7K -571 -5%
BCI
168
Brinker Capital Investments
Pennsylvania
$698K +$678K +10,843 New
BFG
169
Buttonwood Financial Group
Missouri
$696K -$625 -10 -0.1%
GSWM
170
Golden State Wealth Management
California
$690K +$166K +2,651 +33%
Cerity Partners
171
Cerity Partners
New York
$682K -$72.9K -1,165 -10%
CBA
172
Coastal Bridge Advisors
Connecticut
$682K -$391K -6,247 -37%
BFA
173
Beacon Financial Advisory
Ohio
$677K +$7.38K +118 +1%
CFA
174
Camarda Financial Advisors
Florida
$671K +$51.3K +821 +9%
CWM
175
Cahaba Wealth Management
Georgia
$650K +$63 +1 +0%