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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EI
201
EFG International
$672K +$3.13K +46 +0.5%
SWA
202
SOA Wealth Advisors
New York
$671K +$44.5K +654 +7%
CFA
203
Camarda Financial Advisors
Florida
$668K -$15.9K -234 -2%
GWCM
204
Godshalk Welsh Capital Management
Pennsylvania
$667K +$204 +3 +0%
TC
205
Trilogy Capital
California
$650K +$23.1K +339 +4%
MWM
206
MOR Wealth Management
Pennsylvania
$650K +$27.6K +405 +5%
VWM
207
Venturi Wealth Management
Texas
$641K +$48.3K +709 +8%
RL
208
Retireful LLC
Michigan
$636K +$623K +9,149 New
FFG
209
Fiduciary Financial Group
California
$629K +$22.1K +325 +4%
CBA
210
Coastal Bridge Advisors
Connecticut
$627K -$6.74K -99 -1%
NCM
211
New Capital Management
Texas
$624K +$18K +265 +3%
IWM
212
IMG Wealth Management
Florida
$622K -$66.6K -978 -10%
NL
213
NVWM LLC
Pennsylvania
$622K -$79.4K -1,166 -12%
KWM
214
Kingsview Wealth Management
Oregon
$620K +$1.09K +16 +0.2%
Bessemer Group
215
Bessemer Group
New Jersey
$618K +$606K +8,892 New
GIA
216
Gladstone Institutional Advisory
Florida
$611K
TCG
217
Transcendent Capital Group
Oklahoma
$599K +$2.04K +30 +0.3%
NB
218
Nicolet Bankshares
Wisconsin
$594K -$24.8K -364 -4%
SFWA
219
Summit Financial Wealth Advisors
Louisiana
$589K
CPRPA
220
Cerity Partners Retirement Plan Advisors
New York
$587K +$70.8K +1,040 +14%
HIA
221
HFM Investment Advisors
New Jersey
$569K -$211K -3,097 -27%
OGF
222
Orin Green Financial
California
$563K +$545 +8 +0.1%
OCA
223
OpenArc Corporate Advisory
Georgia
$561K +$2.66K +39 +0.5%
OC
224
Oppenheimer & Co
New York
$559K +$24K +352 +5%
PA
225
Procyon Advisors
Connecticut
$547K +$136 +2 +0%