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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Parallel Advisors
California
$174K +$526 +9 +0.3%
PWMA
302
Pension & Wealth Management Advisors
Massachusetts
$167K +$16.1K +276 +11%
GC
303
Gould Capital
Washington
$160K -$234K -4,000 -61%
Qube Research & Technologies (QRT)
304
Qube Research & Technologies (QRT)
United Kingdom
$155K -$575K -9,837 -80%
WWM
305
Wolff Wiese Magana
California
$151K +$58 +1 +0%
GWM
306
Geneos Wealth Management
Colorado
$132K +$15.7K +268 +14%
AAS
307
Ameritas Advisory Services
Nebraska
$115K +$109K +1,861 New
SWM
308
Spire Wealth Management
Virginia
$104K
TWC
309
TD Waterhouse Canada
Ontario, Canada
$99K
CFG
310
CKW Financial Group
Hawaii
$85K +$1.11K +19 +1%
EWP
311
Elevation Wealth Partners
California
$83.7K +$31K +530 +64%
NRC
312
New Republic Capital
North Carolina
$82.6K +$33.2K +569 +74%
PSFG
313
Park Square Financial Group
Georgia
$75.1K -$11.7K -200 -14%
MWM
314
Mascoma Wealth Management
New Hampshire
$74.8K +$117 +2 +0.2%
CIBC Private Wealth Group
315
CIBC Private Wealth Group
Georgia
$71.3K
WSFS
316
Wilmington Savings Fund Society
Delaware
$70.4K +$66.8K +1,143 New
ACA
317
Aptus Capital Advisors
Alabama
$66K +$292 +5 +0.5%
PNC Financial Services Group
318
PNC Financial Services Group
Pennsylvania
$62.2K -$10.2K -175 -15%
CIA
319
Cape Investment Advisory
Georgia
$61.6K
AWM
320
AllSquare Wealth Management
New York
$58.9K +$58 +1 +0.1%
DJSG
321
D.J. St. Germain
Massachusetts
$58.5K +$55.5K +950 New
T
322
Transce3nd
Texas
$56K -$3.21K -55 -6%
AI
323
Arvest Investments
Arkansas
$54.4K
BHWM
324
Bay Harbor Wealth Management
Maryland
$50.7K
AAP
325
Arax Advisory Partners
Colorado
$50.5K -$12K -205 -20%