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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RBA
176
Richard Bernstein Advisors
New York
$610K -$5.75M -98,528 -91%
ACS
177
Archford Capital Strategies
Illinois
$609K +$4.44K +76 +0.8%
TWP
178
Tempus Wealth Planning
California
$604K -$5.43K -93 -0.9%
NWM
179
Napa Wealth Management
California
$596K +$23.2K +397 +4%
CFA
180
Camarda Financial Advisors
Florida
$591K +$74.6K +1,278 +15%
EAMA
181
EFG Asset Management (Americas)
Florida
$580K +$2.45K +42 +0.4%
GWCM
182
Godshalk Welsh Capital Management
Pennsylvania
$578K -$43.3K -742 -7%
Jones Financial Companies
183
Jones Financial Companies
Missouri
$568K +$214K +3,668 +66%
WIA
184
World Investment Advisors
California
$563K -$5.32K -91 -1%
KWM
185
Kingsview Wealth Management
Oregon
$558K -$28.9K -494 -5%
Envestnet Portfolio Solutions
186
Envestnet Portfolio Solutions
Illinois
$555K -$165K -2,818 -24%
MCIA
187
Mountain Capital Investment Advisors
Colorado
$548K +$5.67K +97 +1%
GIA
188
Gladstone Institutional Advisory
Florida
$541K
NCM
189
New Capital Management
Texas
$530K -$6.02K -103 -1%
SFWA
190
Summit Financial Wealth Advisors
Louisiana
$530K +$7.24K +124 +1%
OFG
191
Oxford Financial Group
Indiana
$524K -$3.15K -54 -0.6%
WANY
192
Wealthspire Advisors (New York)
New York
$519K -$21.4K -366 -4%
FFG
193
Fiduciary Financial Group
California
$508K +$16.5K +282 +4%
AWS
194
Atria Wealth Solutions
New York
$506K -$429K -7,350 -47%
TSWM
195
Tyler-Stone Wealth Management
Ohio
$505K
Millennium Management
196
Millennium Management
New York
$502K -$68.6K -1,174 -13%
VWM
197
Venturi Wealth Management
Texas
$499K +$68K +1,164 +17%
OGF
198
Orin Green Financial
California
$498K -$8.64K -148 -2%
GSWM
199
Golden State Wealth Management
California
$497K +$471K +8,071 New
SA
200
Strategic Advocates
Utah
$495K -$1.52K -26 -0.3%