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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIP
301
HUB Investment Partners
Texas
$283K -$24.4K -376 -8%
RIL
302
Rothschild Investment LLC
Illinois
$280K
CWMGO
303
Capstone Wealth Management Group (Oregon)
Oregon
$277K
HWM
304
Howard Wealth Management
Connecticut
$275K -$4.48K -69 -2%
NCM
305
Narwhal Capital Management
Georgia
$273K
OC
306
Oppenheimer & Co
New York
$273K +$272K +4,198 New
OSAM
307
O'Shaughnessy Asset Management
Connecticut
$272K +$34.2K +527 +14%
ZIM
308
Zacks Investment Management
Illinois
$271K +$271K +4,171 New
PSP
309
Pacific Sage Partners
Washington
$269K +$14.2K +219 +6%
CA
310
CGN Advisors
Kansas
$268K -$1.95K -30 -0.7%
SI
311
Stirlingshire Investments
New York
$267K +$267K +4,113 New
AQR Capital Management
312
AQR Capital Management
Connecticut
$265K +$265K +4,083 New
JFG
313
JMG Financial Group
Illinois
$260K
MEG
314
Millstone Evans Group
Colorado
$255K +$454 +7 +0.2%
PCIA
315
Prime Capital Investment Advisors
Kansas
$253K
IA
316
IFP Advisors
Florida
$252K +$223K +3,432 +773%
WWM
317
Western Wealth Management
Colorado
$244K +$65 +1 +0%
AFG
318
ABLE Financial Group
Arizona
$242K -$32.4K -500 -12%
Qube Research & Technologies (QRT)
319
Qube Research & Technologies (QRT)
United Kingdom
$242K -$155K -2,396 -39%
SCM
320
Stonehearth Capital Management
Massachusetts
$241K +$241K +3,708 New
CCAM
321
Cascades Capital Asset Management
North Carolina
$241K +$240K +3,700 New
Goldman Sachs
322
Goldman Sachs
New York
$240K
AWM
323
Apex Wealth Management
New Hampshire
$240K +$17.5K +269 +8%
CCA
324
Cypress Capital Advisors
Tennessee
$236K -$324 -5 -0.1%
FA
325
Fermata Advisors
California
$235K