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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFG
201
Fiduciary Financial Group
California
$561K +$11.3K +171 +2%
TCG
202
Transcendent Capital Group
Oklahoma
$553K +$116K +1,762 +26%
VWM
203
Venturi Wealth Management
Texas
$548K +$63.1K +957 +13%
SFWA
204
Summit Financial Wealth Advisors
Louisiana
$546K -$8.17K -124 -1%
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$537K +$38.6K +586 +8%
MCIA
206
Mountain Capital Investment Advisors
Colorado
$537K +$8.5K +129 +2%
OGF
207
Orin Green Financial
California
$521K +$7.58K +115 +1%
CWA
208
Centerline Wealth Advisors
Kentucky
$517K -$909K -13,792 -63%
OCA
209
OpenArc Corporate Advisory
Georgia
$517K +$2.24K +34 +0.4%
PA
210
Procyon Advisors
Connecticut
$506K +$519K +7,867 New
ACS
211
Archford Capital Strategies
Illinois
$495K -$52.7K -800 -9%
OC
212
Oppenheimer & Co
New York
$495K +$230K +3,488 +83%
MWA
213
Medallion Wealth Advisors
Connecticut
$490K
CBU
214
CIBC Bancorp USA
Illinois
$485K +$497K +7,539 New
OFG
215
Orcam Financial Group
California
$479K +$99.4K +1,508 +25%
CFG
216
Citizens Financial Group
Rhode Island
$475K
CAM
217
Cresset Asset Management
Illinois
$472K
CPRPA
218
Cerity Partners Retirement Plan Advisors
New York
$469K +$490K +7,429 New
CA
219
Continuum Advisory
Idaho
$466K +$71.5K +1,085 +18%
MWM
220
Mission Wealth Management
California
$463K -$210K -3,192 -31%
SPIA
221
Steward Partners Investment Advisory
New York
$459K -$989 -15 -0.2%
MG
222
Mather Group
Illinois
$458K +$469K +7,120 New
MWM
223
Modera Wealth Management
New Jersey
$458K -$205K -3,109 -30%
HIA
224
Harbor Investment Advisory
Maryland
$455K -$2.31K -35 -0.5%
BRM
225
Boston Research & Management
Massachusetts
$451K +$2.97K +45 +0.6%