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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
176
Northwest Wealth Management
Iowa
$680K -$349K -5,293 -33%
SFM
177
Signet Financial Management
New Jersey
$663K +$87.7K +1,330 +15%
NL
178
NVWM LLC
Pennsylvania
$651K -$148K -2,245 -18%
BB
179
Busey Bank
Illinois
$645K
IWM
180
IMG Wealth Management
Florida
$639K -$106K -1,612 -14%
CFA
181
Camarda Financial Advisors
Florida
$634K -$28.5K -432 -4%
AG
182
AmeriFlex Group
Nevada
$633K -$145K -2,199 -18%
CPG
183
Cornerstone Planning Group
New Jersey
$630K +$193K +2,923 +46%
PCM
184
Palisade Capital Management
New Jersey
$627K +$157K +2,384 +32%
Qube Research & Technologies (QRT)
185
Qube Research & Technologies (QRT)
United Kingdom
$621K +$391K +5,937 +160%
EI
186
EFG International
$620K
GWCM
187
Godshalk Welsh Capital Management
Pennsylvania
$617K +$8.37K +127 +1%
AF
188
Advisornet Financial
Minnesota
$608K -$113K -1,712 -15%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$608K +$46.5K +705 +8%
CP
190
Creekside Partners
California
$603K +$618K +9,374 New
CBA
191
Coastal Bridge Advisors
Connecticut
$587K -$375K -5,689 -38%
TC
192
Trilogy Capital
California
$580K -$98K -1,487 -14%
NB
193
Nicolet Bankshares
Wisconsin
$579K +$589K +8,942 New
SWA
194
SOA Wealth Advisors
New York
$579K +$548K +8,307 +1,206%
HWM
195
Heirloom Wealth Management
Colorado
$579K +$30.4K +461 +5%
MWM
196
MOR Wealth Management
Pennsylvania
$576K +$28K +425 +5%
KWM
197
Kingsview Wealth Management
Oregon
$573K -$1.32K -20 -0.2%
VWM
198
Vertrix Wealth Management
Michigan
$569K +$582K +8,835 New
GIA
199
Gladstone Institutional Advisory
Florida
$566K
NCM
200
New Capital Management
Texas
$561K +$659 +10 +0.1%