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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
201
Sagespring Wealth Partners
Tennessee
$372K +$380K +6,498 New
VWM
202
Venturi Wealth Management
Texas
$371K -$27.3K -467 -7%
MBFW
203
Morton Brown Family Wealth
Pennsylvania
$371K -$368K -6,277 -49%
GC
204
Gould Capital
Washington
$370K -$878 -15 -0.2%
HIP
205
HUB Investment Partners
Texas
$366K +$374K +6,383 New
NAS
206
Nicolet Advisory Services
Wisconsin
$364K -$17K -291 -4%
EWA
207
Elevate Wealth Advisory
Georgia
$362K -$2.93K -50 -0.8%
PSCM
208
Per Stirling Capital Management
Texas
$360K +$17.2K +293 +5%
RFN
209
RDA Financial Network
Iowa
$358K -$9.96K -170 -3%
WIA
210
Wealthedge Investment Advisors
New York
$355K +$362K +6,189 New
HFS
211
Hantz Financial Services
Michigan
$353K +$347K +5,918 +2,456%
GVAG
212
Great Valley Advisor Group
Delaware
$353K +$14.1K +240 +4%
DC
213
Dorval Corp
Minnesota
$348K
CCM
214
Canal Capital Management
Virginia
$342K -$19.2K -328 -5%
DP
215
Divergent Planning
Maryland
$339K +$21.3K +363 +6%
VA
216
Valmark Advisers
Ohio
$337K -$6.91K -118 -2%
Lido Advisors
217
Lido Advisors
California
$335K -$13.4K -228 -4%
PJWM
218
Philip James Wealth Mangement
Georgia
$329K -$54.7K -934 -14%
GFM
219
GEN Financial Management
Minnesota
$326K +$333K +5,694 New
PAA
220
Peregrine Asset Advisers
Oregon
$322K
GCM
221
G2 Capital Management
Ohio
$320K
IAIM
222
International Assets Investment Management
Florida
$319K +$82.7K +1,412 +34%
W
223
Wealthquest
Ohio
$316K -$15.5K -265 -5%
OIA
224
OneDigital Investment Advisors
Kansas
$315K +$322K +5,503 New
CPA
225
Clear Point Advisors
New York
$303K -$6.27K -107 -2%