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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
226
International Assets Investment Management
Florida
$258K
Jane Street
227
Jane Street
New York
$252K -$3.9M -70,524 -94%
SSC
228
Syverson Strege & Co
Iowa
$251K -$168K -3,042 -41%
AWM
229
Accurate Wealth Management
Florida
$248K +$239K +4,330 New
CIAS
230
Capital Investment Advisory Services
North Carolina
$243K
CWM
231
Chesapeake Wealth Management
Virginia
$242K +$19.1K +345 +9%
RIL
232
Rothschild Investment LLC
Illinois
$242K
WIA
233
World Investment Advisors
California
$241K
CCFM
234
Clear Creek Financial Management
Washington
$240K -$2.93K -53 -1%
EMAM
235
Encompass More Asset Management
California
$240K -$2.49K -45 -1%
AWA
236
Aquire Wealth Advisors
Utah
$239K +$12.8K +231 +6%
MLFP
237
MPS Loria Financial Planners
Illinois
$238K +$234K +4,233 New
TSWM
238
Tyler-Stone Wealth Management
Ohio
$238K -$4.53K -82 -2%
WWM
239
Western Wealth Management
Colorado
$237K -$174K -3,143 -43%
NCM
240
Narwhal Capital Management
Georgia
$237K
ADL
241
Asset Dedication LLC
California
$231K
SM
242
Sensible Money
Arizona
$231K
BJL
243
Brighton Jones LLC
Washington
$227K +$332 +6 +0.1%
E3F
244
Eight 31 Financial
Texas
$226K -$26K -471 -10%
MCM
245
MAI Capital Management
Ohio
$222K -$608 -11 -0.3%
RIA
246
Realta Investment Advisors
Delaware
$221K -$5.91K -107 -3%
SPIA
247
Steward Partners Investment Advisory
New York
$217K +$213K +3,860 New
KIG
248
Kowal Investment Group
Wisconsin
$217K -$88.2K -1,595 -29%
AFG
249
AFS Financial Group
Maryland
$217K
Comerica Bank
250
Comerica Bank
Texas
$216K -$140K -2,533 -40%