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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFGP
201
Marshall Financial Group (Pennsylvania)
Pennsylvania
$219K +$2.83K +52 +1%
VWM
202
Venturi Wealth Management
Texas
$217K +$1.09K +20 +0.5%
FAM
203
Formidable Asset Management
Ohio
$216K +$13.1K +240 +6%
RIA
204
Realta Investment Advisors
Delaware
$215K
CL
205
COWA LLC
Oklahoma
$210K -$31.1K -571 -13%
WCFA
206
Walkner Condon Financial Advisors
Wisconsin
$203K +$205K +3,762 New
DWP
207
Destiny Wealth Partners
Florida
$183K +$54.4K +1,000 +42%
COCM
208
Charter Oak Capital Management
New Hampshire
$181K
JFA
209
JNBA Financial Advisors
Minnesota
$177K +$13K +238 +8%
WWM
210
Wolff Wiese Magana
California
$175K
SAM
211
Strategic Asset Management
Minnesota
$173K
CWP
212
Concord Wealth Partners
Virginia
$161K +$16.2K +298 +11%
PA
213
Parallel Advisors
California
$158K +$1.91K +35 +1%
BAM
214
Belpointe Asset Management
Nevada
$151K +$4.46K +82 +3%
CWM
215
CarsonAllaria Wealth Management
Illinois
$134K +$1.03K +19 +0.8%
MCC
216
Money Concepts Capital
Florida
$132K +$133K +2,439 New
CAL
217
Capital Analysts LLC
Pennsylvania
$130K
NL
218
NVWM LLC
Pennsylvania
$128K -$290K -5,330 -69%
TF
219
TimeScale Financial
Massachusetts
$124K -$143K -2,627 -53%
PCG
220
Private Capital Group
Connecticut
$113K
CWC
221
Carolinas Wealth Consulting
North Carolina
$111K +$1.96K +36 +2%
IA
222
IFP Advisors
Florida
$102K +$117K +2,150 +445%
CFGS
223
Concourse Financial Group Securities
Alabama
$101K
SWM
224
Spire Wealth Management
Virginia
$97K -$56.5K -1,038 -37%
Koshinski Asset Management
225
Koshinski Asset Management
Illinois
$93.9K -$8.71K -160 -8%