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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MF
301
Manchester Financial
California
$284K +$9.93K +153 +4%
HUB Investment Partners
302
HUB Investment Partners
Texas
$283K -$24.4K -376 -8%
RIL
303
Rothschild Investment LLC
Illinois
$280K – – –
CWMGO
304
Capstone Wealth Management Group (Oregon)
Oregon
$277K – – –
HWM
305
Howard Wealth Management
Connecticut
$275K -$4.48K -69 -2%
NCM
306
Narwhal Capital Management
Georgia
$273K – – –
Oppenheimer & Co
307
Oppenheimer & Co
New York
$273K +$272K +4,198 New
O'Shaughnessy Asset Management
308
O'Shaughnessy Asset Management
Connecticut
$272K +$34.2K +527 +14%
Zacks Investment Management
309
Zacks Investment Management
Illinois
$271K +$271K +4,171 New
PSP
310
Pacific Sage Partners
Washington
$269K +$14.2K +219 +6%
CA
311
CGN Advisors
Kansas
$268K -$1.95K -30 -0.7%
SI
312
Stirlingshire Investments
New York
$267K +$267K +4,113 New
AQR Capital Management
313
AQR Capital Management
Connecticut
$265K +$265K +4,083 New
JMG Financial Group
314
JMG Financial Group
Illinois
$260K – – –
MEG
315
Millstone Evans Group
Colorado
$255K +$454 +7 +0.2%
Prime Capital Investment Advisors
316
Prime Capital Investment Advisors
Kansas
$253K – – –
IFP Advisors
317
IFP Advisors
Florida
$252K +$223K +3,432 +773%
Western Wealth Management
318
Western Wealth Management
Colorado
$244K +$65 +1 +0%
AFG
319
ABLE Financial Group
Arizona
$242K -$32.4K -500 -12%
Qube Research & Technologies (QRT)
320
Qube Research & Technologies (QRT)
United Kingdom
$242K -$155K -2,396 -39%
SCM
321
Stonehearth Capital Management
Massachusetts
$241K +$241K +3,708 New
CCAM
322
Cascades Capital Asset Management
North Carolina
$241K +$240K +3,700 New
Goldman Sachs
323
Goldman Sachs
New York
$240K – – –
AWM
324
Apex Wealth Management
New Hampshire
$240K +$17.5K +269 +8%
CCA
325
Cypress Capital Advisors
Tennessee
$236K -$324 -5 -0.1%