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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
276
Aquire Wealth Advisors
Utah
$312K +$8.96K +136 +3%
BA
277
Bellwether Advisors
Nebraska
$311K +$9.1K +138 +3%
PI
278
PFG Investments
New York
$310K +$318K +4,820 New
CAL
279
Capital Analysts LLC
Pennsylvania
$309K
HI
280
Harper Investing
California
$307K -$54.1K -820 -15%
BJL
281
Brighton Jones LLC
Washington
$301K +$309K +4,681 New
RIL
282
Rothschild Investment LLC
Illinois
$301K +$24.7K +375 +9%
ARA
283
Approach Retirement Advisors
Alabama
$300K +$66 +1 +0%
CWM
284
Chesapeake Wealth Management
Virginia
$299K
CWA
285
Crusonia Wealth Advisors
Colorado
$299K -$114K -1,733 -27%
CCAM
286
Cascades Capital Asset Management
North Carolina
$296K +$59.3K +900 +24%
MCM
287
MAI Capital Management
Ohio
$295K +$593 +9 +0.2%
GFM
288
GEN Financial Management
Minnesota
$295K +$68K +1,031 +29%
RPGK
289
Retirement Planning Group (Kansas)
Kansas
$286K +$4.02K +61 +1%
SOS
290
Silver Oak Securities
Tennessee
$285K -$5.14K -78 -2%
S
291
SignatureFD
Georgia
$285K +$287K +4,360 +5,813%
GWM
292
Geneos Wealth Management
Colorado
$284K +$152K +2,310 +110%
W
293
Wealthquest
Ohio
$284K -$23.6K -358 -8%
AFG
294
ABLE Financial Group
Arizona
$280K +$41.3K +627 +17%
Fifth Third Bancorp
295
Fifth Third Bancorp
Ohio
$276K +$283K +4,293 New
HWM
296
Howard Wealth Management
Connecticut
$275K +$3.03K +46 +1%
CWMGO
297
Capstone Wealth Management Group (Oregon)
Oregon
$274K
NCM
298
Narwhal Capital Management
Georgia
$270K
OSAM
299
O'Shaughnessy Asset Management
Connecticut
$269K
PWMA
300
Pension & Wealth Management Advisors
Massachusetts
$266K -$46.5K -705 -15%