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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
326
AQR Capital Management
Connecticut
$282K +$277K +4,062 New
OBWG
327
Onyx Bridge Wealth Group
New York
$281K +$39.6K +582 +17%
XF
328
XML Financial
Maryland
$278K -$150K -2,196 -35%
JFG
329
JMG Financial Group
Illinois
$278K
ZIM
330
Zacks Investment Management
Illinois
$278K +$272K +3,993 New
PA
331
Parallel Advisors
California
$274K +$28.9K +424 +12%
PCS
332
Private Client Services
Kentucky
$274K +$12.3K +181 +5%
VHAM
333
Van Hulzen Asset Management
California
$272K +$53.9K +792 +25%
GVAG
334
Great Valley Advisor Group
Delaware
$270K -$5.31K -78 -2%
PCIA
335
Prime Capital Investment Advisors
Kansas
$270K
CFG
336
Cooper Financial Group
California
$270K +$265K +3,884 New
LWMNY
337
Landmark Wealth Management (New York)
New York
$268K +$24.2K +355 +10%
SSC
338
Syverson Strege & Co
Iowa
$264K -$4.9K -72 -2%
HPC
339
HM Payson & Co
Maine
$259K +$254K +3,725 New
WANY
340
Wealthspire Advisors (New York)
New York
$255K +$11.5K +169 +5%
CCA
341
Cypress Capital Advisors
Tennessee
$252K
FA
342
Fermata Advisors
California
$251K
BRWA
343
B. Riley Wealth Advisors
Florida
$251K +$19K +279 +8%
SAG
344
SageView Advisory Group
California
$248K +$243K +3,563 New
CFFP
345
Center for Financial Planning
Michigan
$244K +$1.16K +17 +0.5%
BL
346
BCWM LLC
Kansas
$239K -$1.43K -21 -0.6%
FWCM
347
Ferguson Wellman Capital Management
Oregon
$239K
FC
348
FCA Corp
Texas
$238K
CWM
349
CarsonAllaria Wealth Management
Illinois
$237K -$272 -4 -0.1%
IWP
350
Insight Wealth Partners
Texas
$234K