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iShares Core 60/40 Balanced Allocation ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Courtney Holt Compound Planning, Inc. | 5,335 | $329,838.56 | $365,607.55 | $35,768.99 | 10.84% |
 Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 40,074 | $2.53M | $2.75M | $219,982.42 | 8.71% |
 Thomas Dobbins New Republic Capital, LLC | 272 | $16,752.82 | $19,012.8 | $2,259.98 | 13.49% |
 Andrew Parsons Corrigan Financial, Inc. | 11,328 | $634,457.99 | $776,307.84 | $141,849.85 | 22.36% |
 Bradley Harsch Strategic Advocates LLC | 161 | $10,365.6 | $11,287.71 | $922.11 | 8.9% |
 Christopher C. Powers Farther Finance Advisors, LLC | 15,504 | $972,352.35 | $1.06M | $90,136.77 | 9.27% |
 Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 6,574 | $423,235 | $460,804.54 | $37,569.54 | 8.88% |
 Daniel Dorval DORVAL Corp | 9,804 | $589,402.94 | $671,868.12 | $82,465.18 | 13.99% |
 Kevin Bresler TD Waterhouse Canada Inc. | 4,463 | $288,276.91 | $305,849.39 | $17,572.48 | 6.1% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 33,376 | $2.05M | $2.29M | $234,690.93 | 11.43% |
 Nicholas McElroy Philip James Wealth Mangement, LLC | 3,071 | $213,439 | $210,455.63 | -$2,983.37 | -1.4% |
 Amir Har-El Savvy Advisors, Inc. | 11,056 | $716,005.15 | $757,667.68 | $41,662.53 | 5.82% |
 Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 10,831 | $599,208.06 | $742,248.43 | $143,040.37 | 23.87% |
 Cody Gehman Stonebridge Financial Group, LLC | 9,950 | $577,085.91 | $681,873.5 | $104,787.59 | 18.16% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 6,991 | $485,846 | $479,093.23 | -$6,752.77 | -1.39% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 179 | $11,519 | $12,581.91 | $1,062.91 | 9.23% |
 Focus Financial Network Inc. Focus Financial Network, Inc. | 9,982 | $642,365.07 | $684,066.46 | $41,701.39 | 6.49% |
 Dane Crunk EIGHT 31 FINANCIAL, LLC | 111,621 | $6.52M | $7.83M | $1.31M | 20.03% |
 Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 5,198 | $277,469.95 | $365,367.42 | $87,897.47 | 31.68% |
| FTM F. Thomas Mosley Mosley Wealth Management | 3,253 | $210,348.51 | $222,928.09 | $12,579.58 | 5.98% |
