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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
Clearstead Advisors
Ohio
$996K -$260 -4 -0%
CTC
152
Central Trust Company
Missouri
$993K +$9.54K +147 +1%
CCWA
153
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$973K -$14.5K -223 -1%
EPI
154
Eddie Patel Inc
Illinois
$969K +$968K +14,911 New
OIA
155
OneDigital Investment Advisors
Kansas
$968K +$25.9K +399 +3%
RFA
156
Reyes Financial Architecture
California
$968K +$756K +11,650 +360%
CBA
157
Coastal Bridge Advisors
Connecticut
$963K +$274K +4,230 +40%
SFA
158
Sequoia Financial Advisors
Ohio
$913K -$177K -2,722 -16%
ACA
159
Adirondack Capital Advisors
New York
$845K +$844K +13,000 New
MML Investors Services
160
MML Investors Services
Massachusetts
$838K -$15.4K -237 -2%
WIM
161
Westside Investment Management
California
$828K +$218K +3,365 +36%
Fidelity Investments
162
Fidelity Investments
Massachusetts
$825K +$448K +6,901 +119%
PFA
163
Pure Financial Advisors
California
$821K +$11.8K +182 +1%
SWP
164
Summit Wealth Partners
Florida
$820K +$31.9K +492 +4%
HFA
165
High Falls Advisors
New York
$812K -$116K -1,781 -12%
NL
166
NVWM LLC
Pennsylvania
$804K -$12.2K -188 -1%
BPA
167
Beacon Pointe Advisors
California
$798K -$5.97K -92 -0.7%
SFGP
168
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$797K +$47.6K +733 +6%
WIA
169
World Investment Advisors
California
$783K +$259K +3,998 +50%
HIA
170
HFM Investment Advisors
New Jersey
$782K +$3.83K +59 +0.5%
AG
171
AmeriFlex Group
Nevada
$782K -$842K -12,983 -52%
Cerity Partners
172
Cerity Partners
New York
$767K +$77.9K +1,201 +11%
NEPWA
173
New England Private Wealth Advisors
Massachusetts
$762K +$7.2K +111 +1%
PP
174
PDS Planning
Ohio
$751K -$81.1K -1,250 -10%
IWM
175
IMG Wealth Management
Florida
$750K -$251K -3,861 -25%