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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
151
Summit Wealth Partners
Florida
$850K +$39.9K +606 +5%
ACA
152
Adirondack Capital Advisors
New York
$837K
BPA
153
Beacon Pointe Advisors
California
$790K
Cerity Partners
154
Cerity Partners
New York
$787K +$29.1K +441 +4%
SFGP
155
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$764K -$25.3K -384 -3%
MMA
156
Miracle Mile Advisors
California
$761K +$48.7K +738 +7%
GFG
157
Greystone Financial Group
Michigan
$758K -$344K -5,219 -31%
NEPWA
158
New England Private Wealth Advisors
Massachusetts
$754K
BC
159
Brio Consultants
California
$752K +$65.7K +997 +10%
SFG
160
Sovereign Financial Group
Connecticut
$751K -$505K -7,665 -40%
PFA
161
Pure Financial Advisors
California
$745K -$68.7K -1,042 -8%
PP
162
PDS Planning
Ohio
$744K
IFG
163
Independent Financial Group
California
$740K +$104K +1,575 +16%
GSWM
164
Golden State Wealth Management
California
$735K -$6.92K -105 -0.9%
HIA
165
HFM Investment Advisors
New Jersey
$726K -$49.9K -757 -6%
FW
166
Fidato Wealth
Ohio
$725K -$12.5K -190 -2%
SAI
167
Savvy Advisors Inc
New York
$711K +$274K +4,160 +60%
VA
168
Valmark Advisers
Ohio
$707K +$328K +4,972 +83%
BFA
169
Beacon Financial Advisory
Ohio
$707K +$791 +12 +0.1%
IWS
170
Integrity Wealth Solutions
Colorado
$694K +$330 +5 +0%
Renaissance Technologies
171
Renaissance Technologies
New York
$689K -$547K -8,300 -44%
WIA
172
World Investment Advisors
California
$688K -$89.2K -1,353 -11%
CWM
173
Clearview Wealth Management
California
$686K +$703K +10,666 New
SC
174
Scotia Capital
Ontario, Canada
$686K -$56K -849 -7%
CWM
175
Cahaba Wealth Management
Georgia
$683K +$33.6K +509 +5%