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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
176
Napa Wealth Management
California
$444K -$1.94M -35,950 -82%
ZIMP
177
Zimmermann Investment Management & Planning
Pennsylvania
$434K -$91.9K -1,704 -18%
SSC
178
Syverson Strege & Co
Iowa
$418K +$39.2K +727 +11%
CA
179
Cetera Advisors
Colorado
$410K -$1.51M -27,941 -79%
WWM
180
Western Wealth Management
Colorado
$409K
GC
181
Gould Capital
Washington
$401K -$5.66K -105 -1%
HIP
182
HUB Investment Partners
Texas
$394K +$381K +7,074 New
CC
183
Cypress Capital
Tennessee
$389K -$28.2K -522 -7%
BSWM
184
Boston Standard Wealth Management
Massachusetts
$389K +$73.6K +1,364 +24%
EA
185
Efficient Advisors
Ohio
$387K +$5.29K +98 +1%
WFS
186
Weitzel Financial Services
Iowa
$386K +$51.3K +952 +16%
RBFC
187
Roman Butler Fullerton & Co
Missouri
$386K
W
188
Wealthquest
Ohio
$381K -$34K -630 -8%
AWS
189
Atria Wealth Solutions
New York
$379K +$6.04K +112 +2%
CF
190
Centaurus Financial
California
$379K +$21.8K +405 +6%
PJWM
191
Philip James Wealth Mangement
Georgia
$378K -$39.9K -740 -10%
SA
192
Strategic Advocates
Utah
$377K -$10.3K -191 -3%
RFN
193
RDA Financial Network
Iowa
$377K +$54 +1 +0%
GCM
194
G2 Capital Management
Ohio
$368K
VWM
195
Venturi Wealth Management
Texas
$367K -$21.4K -397 -6%
HIA
196
Harbor Investment Advisory
Maryland
$362K -$3.29K -61 -0.9%
CCM
197
Canal Capital Management
Virginia
$361K -$593 -11 -0.2%
EWA
198
Elevate Wealth Advisory
Georgia
$357K +$863 +16 +0.2%
CAL
199
Capital Analysts LLC
Pennsylvania
$355K +$6.09K +113 +2%
Comerica Bank
200
Comerica Bank
Texas
$354K -$624K -11,573 -65%