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iShares Core 60/40 Balanced Allocation ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 10,903 | $757,758.5 | $766,371.87 | $8,613.37 | 1.14% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6,661 | $401,577.55 | $456,478.33 | $54,900.78 | 13.67% |
 Cliff A. Demarest Consilium Wealth Advisory LLC | 458,638 | $25.38M | $32.07M | $6.69M | 26.34% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 3,526 | $208,880.24 | $241,636.78 | $32,756.54 | 15.68% |
 cullen roche Orcam Financial Group | 21,478 | $1.46M | $1.51M | $51,404.42 | 3.52% |
 Craig Kurth PCG Wealth Advisors LLC | 3,282 | $211,295.16 | $224,915.46 | $13,620.3 | 6.45% |
 Jennifer Carlson Gould Capital LLC | 500 | $32,505 | $35,060 | $2,555 | 7.86% |
 Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 2,951 | $205,094.5 | $206,924.12 | $1,829.62 | 0.89% |
 Kathryn Brown Morton Brown Family Wealth LLC | 6,481 | $326,900.16 | $444,142.93 | $117,242.77 | 35.87% |
 Sean Reitenbach Prosperity Consulting Group LLC | 87,427 | $5.16M | $6.13M | $973,536.45 | 18.88% |
| EI Excelsior Investors Intelligent Financial Strategies | 3,171 | $204,224.04 | $217,308.63 | $13,084.59 | 6.41% |
 Michelle McCarthy Vantage Financial Partners LLC | 4,641 | $277,467.36 | $318,047.73 | $40,580.37 | 14.63% |
 Marc H. Stone Tyler-Stone Wealth Management | 8,210 | $444,151.07 | $562,631.3 | $118,480.23 | 26.68% |
 Michael Byun SageView Advisory Group LLC | 3,563 | $247,629 | $249,748.49 | $2,119.49 | 0.86% |
 Kristofer Gray Integrity Financial Corp. /WA | 17,367 | $989,664.88 | $1.19M | $200,495.63 | 20.26% |
 David T. Morgan High Net Worth Advisory Group LLC | 17,900 | $1.16M | $1.23M | $66,459 | 5.73% |
 Dan Mohr Retireful LLC | 9,149 | $635,855.5 | $626,980.97 | -$8,874.53 | -1.4% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 9,043 | $530,706.75 | $619,716.79 | $89,010.04 | 16.77% |
 Jim Clark Worth Asset Management LLC | 742,669 | $47.03M | $50.9M | $3.86M | 8.21% |
 Amanda Hawley Atria Wealth Solutions Inc. | 8,216 | $465,527.73 | $563,042.48 | $97,514.75 | 20.95% |
