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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BJL
201
Brighton Jones LLC
Washington
$235K +$231K +4,699 New
SFG
202
Sovereign Financial Group
Connecticut
$233K
NCM
203
New Capital Management
Texas
$232K +$228K +4,632 New
CAWM
204
Capital Advisors Wealth Management
Washington
$229K +$2.95K +60 +1%
WC
205
Waterloo Capital
Texas
$224K +$221K +4,486 New
CF
206
Centaurus Financial
California
$222K -$492 -10 -0.2%
WWM
207
Wolff Wiese Magana
California
$222K -$6.45K -131 -3%
SF
208
Summit Financial
New Jersey
$221K -$86.4K -1,756 -28%
JCM
209
J2 Capital Management
Michigan
$219K -$18.4K -374 -8%
BOPW
210
Brandywine Oak Private Wealth
Pennsylvania
$215K -$5.9K -120 -3%
SCM
211
Stonehearth Capital Management
Massachusetts
$215K +$211K +4,294 New
CCWM
212
Cassaday & Co Wealth Management
Virginia
$214K
PWA
213
PCG Wealth Advisors
Kansas
$212K -$26.3K -534 -11%
TFA
214
Tobias Financial Advisors
Florida
$212K +$208K +4,232 New
Qube Research & Technologies (QRT)
215
Qube Research & Technologies (QRT)
United Kingdom
$212K +$152K +3,088 +271%
MFGP
216
Marshall Financial Group (Pennsylvania)
Pennsylvania
$211K -$27.9K -568 -12%
GFS
217
GYL Financial Synergies
Connecticut
$210K -$8.08M -164,310 -98%
NCM
218
Narwhal Capital Management
Georgia
$210K +$207K +4,200 New
WCFA
219
Walkner Condon Financial Advisors
Wisconsin
$207K +$203K +4,129 New
PWM
220
Perigon Wealth Management
California
$206K +$203K +4,125 New
ADL
221
Asset Dedication LLC
California
$206K
SM
222
Sensible Money
Arizona
$205K +$202K +4,100 New
WFS
223
Weitzel Financial Services
Iowa
$203K +$199K +4,050 New
CCFM
224
Clear Creek Financial Management
Washington
$203K -$12.5K -254 -6%
SS
225
Sunbelt Securities
Texas
$192K +$191K +3,874 New