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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
226
Jones Financial Companies
Missouri
$321K +$224K +3,845 +220%
GCM
227
G2 Capital Management
Ohio
$321K
PSCM
228
Per Stirling Capital Management
Texas
$318K -$43.1K -741 -12%
MML Investors Services
229
MML Investors Services
Massachusetts
$313K +$317K +5,441 New
ACP
230
Aveo Capital Partners
Colorado
$297K -$7.35M -126,221 -96%
MAV
231
Mason & Associates (Virginia)
Virginia
$296K -$158K -2,722 -35%
FHC
232
First Heartland Consultants
Missouri
$295K -$931 -16 -0.3%
SG
233
StoneX Group
New York
$292K
CA
234
CoreCap Advisors
Michigan
$289K +$45.9K +788 +19%
CAM
235
Carret Asset Management
New York
$289K
W
236
Wealthquest
Ohio
$288K -$30.3K -521 -9%
Lido Advisors
237
Lido Advisors
California
$286K -$50.9K -875 -15%
AWA
238
Aquire Wealth Advisors
Utah
$278K +$8.96K +154 +3%
CAL
239
Capital Analysts LLC
Pennsylvania
$276K
SFG
240
Sovereign Financial Group
Connecticut
$276K
EA
241
Efficient Advisors
Ohio
$273K -$11.9K -205 -4%
SSC
242
Syverson Strege & Co
Iowa
$272K +$5.7K +98 +2%
CCA
243
Cypress Capital Advisors
Tennessee
$269K -$32.4K -556 -11%
VHAM
244
Van Hulzen Asset Management
California
$269K +$21.8K +375 +9%
CCFM
245
Clear Creek Financial Management
Washington
$267K +$13.4K +231 +5%
ARC
246
Advisor Resource Council
Texas
$265K +$268K +4,607 New
MWA
247
Medallion Wealth Advisors
Connecticut
$263K
SFM
248
Signet Financial Management
New Jersey
$261K
BJL
249
Brighton Jones LLC
Washington
$257K
Northern Trust
250
Northern Trust
Illinois
$255K +$258K +4,430 New