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iShares Core 60/40 Balanced Allocation ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 17,634 | $1.1M | $1.21M | $109,875.68 | 10% |
 Ryan Sanford Elevation Capital Advisory LLC | 18,986 | $1.22M | $1.3M | $78,886.83 | 6.46% |
 Rick Hurley Heirloom Wealth Management | 9,589 | $547,995.31 | $657,757.45 | $109,762.14 | 20.03% |
 Brian Baylis Bell Investment Advisors Inc. | 76,120 | $4.26M | $5.23M | $967,768.75 | 22.73% |
 Bradley W. Clark Paladin Advisory Group LLC | 148 | $8,848.3 | $10,131.34 | $1,283.04 | 14.5% |
 Joseph Allaria CarsonAllaria Wealth Management Ltd. | 3,413 | $195,905.93 | $233,892.89 | $37,986.96 | 19.39% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 10,903 | $757,758.5 | $748,490.95 | -$9,267.55 | -1.22% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6,669 | $402,135.63 | $455,959.53 | $53,823.9 | 13.38% |
 Cliff A. Demarest Consilium Wealth Advisory LLC | 433,300 | $24.25M | $29.72M | $5.47M | 22.58% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 3,526 | $208,880.24 | $241,619.15 | $32,738.91 | 15.67% |
 cullen roche Orcam Financial Group | 21,478 | $1.46M | $1.47M | $15,534.01 | 1.07% |
 Craig Kurth PCG Wealth Advisors LLC | 3,205 | $206,337.9 | $220,231.57 | $13,893.67 | 6.73% |
 Jennifer Carlson Gould Capital LLC | 500 | $32,505 | $34,297.5 | $1,792.5 | 5.51% |
 Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 2,951 | $205,094.5 | $202,586.15 | -$2,508.35 | -1.22% |
 Kathryn Brown Morton Brown Family Wealth LLC | 6,481 | $326,900.16 | $442,781.92 | $115,881.76 | 35.45% |
 Sean Reitenbach Prosperity Consulting Group LLC | 87,427 | $5.16M | $5.97M | $815,730.71 | 15.82% |
| EI Excelsior Investors Intelligent Financial Strategies | 3,171 | $204,224.04 | $217,229.35 | $13,005.31 | 6.37% |
 Michelle McCarthy Vantage Financial Partners LLC | 4,641 | $277,467.36 | $318,349.39 | $40,882.03 | 14.73% |
 Marc H. Stone Tyler-Stone Wealth Management | 8,210 | $444,151.07 | $561,440.85 | $117,289.78 | 26.41% |
 Michael Byun SageView Advisory Group LLC | 3,563 | $247,629 | $243,281.64 | -$4,347.36 | -1.76% |
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