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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SG
201
StoneX Group
New York
$341K +$23.9K +474 +8%
EWA
202
Elevate Wealth Advisory
Georgia
$341K +$323K +6,402 New
CF
203
Centaurus Financial
California
$340K -$2.88K -57 -0.9%
CAL
204
Capital Analysts LLC
Pennsylvania
$333K +$231K +4,577 +271%
AWM
205
Avior Wealth Management
Nebraska
$333K -$62.1K -1,230 -16%
MWM
206
Mascoma Wealth Management
New Hampshire
$330K -$6.16K -122 -2%
BPA
207
Beacon Pointe Advisors
California
$330K -$91.7K -1,816 -23%
WFS
208
Weitzel Financial Services
Iowa
$318K +$53.4K +1,057 +21%
KOC
209
Koss-Olinger Consulting
Florida
$318K
KeyBank National Association
210
KeyBank National Association
Ohio
$309K +$293K +5,800 New
VHAM
211
Van Hulzen Asset Management
California
$304K +$37K +732 +15%
CWP
212
Corepath Wealth Partners
Arizona
$303K
DP
213
Divergent Planning
Maryland
$299K -$15.7K -310 -5%
PAA
214
Peregrine Asset Advisers
Oregon
$299K -$18.2K -360 -6%
MAM
215
Milestone Asset Management
Pennsylvania
$298K +$41.5K +823 +17%
CFG
216
CKW Financial Group
Hawaii
$297K +$4.34K +86 +2%
LWMNY
217
Landmark Wealth Management (New York)
New York
$295K -$808 -16 -0.3%
CSPIA
218
Cary Street Partners Investment Advisory
Virginia
$285K +$271K +5,360 New
EWMCB
219
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$283K -$513K -10,169 -66%
MAWA
220
Moss Adams Wealth Advisors
Washington
$281K +$43K +852 +19%
HWM
221
Howard Wealth Management
Connecticut
$279K -$22.4K -444 -8%
AF
222
Affiance Financial
Minnesota
$278K +$555 +11 +0.2%
BSWM
223
Boston Standard Wealth Management
Massachusetts
$277K
CPG
224
Cornerstone Planning Group
New Jersey
$276K +$37.7K +747 +17%
NL
225
NVWM LLC
Pennsylvania
$276K +$72.8K +1,443 +39%