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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
176
Diversify Wealth Management
Utah
$807K -$103K -1,507 -11%
DAS
177
Diversify Advisory Services
Utah
$807K +$806K +11,837 New
GSWM
178
Golden State Wealth Management
California
$807K +$13.3K +196 +2%
PFA
179
Pure Financial Advisors
California
$806K +$1.09K +16 +0.1%
NEPWA
180
New England Private Wealth Advisors
Massachusetts
$804K +$6.61K +97 +0.8%
PP
181
PDS Planning
Ohio
$804K +$817 +12 +0.1%
BFA
182
Beacon Financial Advisory
Ohio
$767K +$3.27K +48 +0.4%
AAS
183
Ameritas Advisory Services
Nebraska
$758K +$743K +10,903 New
VA
184
Valmark Advisers
Ohio
$753K -$10.2K -150 -1%
IWS
185
Integrity Wealth Solutions
Colorado
$753K +$3.06K +45 +0.4%
CWM
186
Clearview Wealth Management
California
$744K +$3K +44 +0.4%
CWM
187
Cahaba Wealth Management
Georgia
$737K
MMA
188
Miracle Mile Advisors
California
$734K -$86.6K -1,272 -11%
Mercer Global Advisors
189
Mercer Global Advisors
Colorado
$733K +$151K +2,213 +27%
HWM
190
Heirloom Wealth Management
Colorado
$715K +$88.4K +1,298 +14%
NA
191
NewEdge Advisors
Louisiana
$714K +$279K +4,099 +66%
BB
192
Busey Bank
Illinois
$697K
BC
193
Brio Consultants
California
$695K -$72.2K -1,060 -10%
FFN
194
Focus Financial Network
Minnesota
$694K -$1.08M -15,791 -61%
SFGP
195
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$692K -$131K -1,929 -16%
WIA
196
World Investment Advisors
California
$688K
DC
197
Dorval Corp
Minnesota
$681K +$254K +3,725 +61%
NWM
198
Northwest Wealth Management
Iowa
$677K -$56.2K -825 -8%
AF
199
Advisornet Financial
Minnesota
$677K +$20K +294 +3%
CPG
200
Cornerstone Planning Group
New Jersey
$673K +$36.8K +541 +6%