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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
176
Golden State Wealth Management
California
$749K +$51.9K +800 +7%
SC
177
Scotia Capital
Ontario, Canada
$747K -$21.3K -328 -3%
FW
178
Fidato Wealth
Ohio
$745K +$9.47K +146 +1%
FFA
179
Farther Finance Advisors
California
$734K +$325K +5,006 +80%
AF
180
Advisornet Financial
Minnesota
$726K +$20.2K +311 +3%
MMA
181
Miracle Mile Advisors
California
$721K +$65 +1 +0%
BFA
182
Beacon Financial Advisory
Ohio
$713K +$29.5K +454 +4%
IWS
183
Integrity Wealth Solutions
Colorado
$701K -$116K -1,780 -14%
TC
184
Trilogy Capital
California
$683K +$64.9K +1,000 +11%
MWM
185
Mission Wealth Management
California
$675K -$90.6K -1,396 -12%
DAS
186
Diversify Advisory Services
Utah
$672K +$161K +2,475 +32%
CFA
187
Camarda Financial Advisors
Florida
$668K -$8.89K -137 -1%
MWM
188
Modera Wealth Management
New Jersey
$665K -$150K -2,313 -18%
CWM
189
Cahaba Wealth Management
Georgia
$656K +$65 +1 +0%
BC
190
Brio Consultants
California
$655K -$115K -1,777 -15%
BB
191
Busey Bank
Illinois
$652K
IFG
192
Independent Financial Group
California
$646K
EI
193
EFG International
$626K +$625K +9,627 New
HNWAG
194
High Net Worth Advisory Group
Florida
$621K +$620K +9,550 New
GWCM
195
Godshalk Welsh Capital Management
Pennsylvania
$615K +$3.7K +57 +0.6%
NHFG
196
New Harbor Financial Group
Massachusetts
$611K -$2.21K -34 -0.4%
Envestnet Portfolio Solutions
197
Envestnet Portfolio Solutions
Illinois
$593K +$7.07K +109 +1%
SFM
198
Signet Financial Management
New Jersey
$583K +$100K +1,547 +21%
KWM
199
Kingsview Wealth Management
Oregon
$580K -$6.29K -97 -1%
GIA
200
Gladstone Institutional Advisory
Florida
$572K -$31.5K -485 -5%