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iShares Core 60/40 Balanced Allocation ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Curtis Ellergodt Rothschild Investment LLC | 5,675 | $322,348.32 | $389,588.75 | $67,240.43 | 20.86% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 88,383 | $6.14M | $6.07M | -$75,100.05 | -1.22% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 47,233 | $2.63M | $3.24M | $610,046.03 | 23.17% |
| SFM Stephen F. Molyneaux HANOVER ADVISORS Inc. | 121,374 | $8.09M | $8.34M | $249,985.58 | 3.09% |
| NA Nizar Araji National Bank Of Canada /FI/ | 55,167 | $3.38M | $3.79M | $405,685.69 | 12% |
| MWH Michael W. Hazelwood ARVEST INVESTMENTS Inc. | 883 | $46,966 | $60,569.38 | $13,603.38 | 28.96% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 4,391 | $282,692.58 | $299,685.75 | $16,993.17 | 6.01% |
| RS Richard Stram Marino, Stram & Associates LLC | 190,740 | $9.31M | $13.09M | $3.78M | 40.59% |
| MBV Matthew B. Vawter NATIONS FINANCIAL GROUP Inc., /IA/ /ADV | 15,346 | $596,652 | $1.05M | $449,715.01 | 75.37% |
| WL William LeVay Fca Corp /TX | 3,430 | $193,178.06 | $235,469.5 | $42,291.44 | 21.89% |
| DFT Daniel F. Tortola, CFA BOSTON RESEARCH & MANAGEMENT Inc. | 7,061 | $314,991.96 | $485,267.22 | $170,275.26 | 54.06% |
| MS Marc Seidenberg Basso Capital Management LP | 53,294 | $3.7M | $3.66M | -$45,299.9 | -1.22% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 41,105 | $2.34M | $2.82M | $479,237.35 | 20.46% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 28,251 | $1.64M | $1.94M | $299,098.01 | 18.23% |
 Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 5,128 | $273,210.66 | $351,703.88 | $78,493.22 | 28.73% |
| YA Yinka Akinsola Blue Trust Inc. | 100 | $6,950 | $6,865 | -$85 | -1.22% |
 Richard Zito Flynn Zito Capital Management LLC | 5,434 | $349,875.75 | $373,397.31 | $23,521.56 | 6.72% |
 Jeff Ameen Spire Wealth Management | 1,691 | $86,359.69 | $116,087.15 | $29,727.46 | 34.42% |
 Daren Blonski Fermata Advisors LLC | 3,615 | $208,115.55 | $247,392.52 | $39,276.97 | 18.87% |
 Donna Rittershausen Koss-Olinger Consulting LLC | 4,839 | $278,581.23 | $332,608.66 | $54,027.43 | 19.39% |
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