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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
51
Jane Street
New York
$572K +$269K +6,239 +91%
AG
52
Advisor Group
Arizona
$542K +$262K +6,068 +96%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$523K +$517K +12,000 New
MHS
54
M Holdings Securities
Oregon
$502K +$100K +2,328 +25%
AWM
55
Avior Wealth Management
Nebraska
$500K +$302 +7 +0.1%
SF
56
Synovus Financial
Georgia
$485K +$480K +11,125 New
NPC
57
National Planning Corporation
California
$479K +$87.3K +2,025 +23%
VFP
58
Verus Financial Partners
Virginia
$477K +$62.7K +1,455 +15%
OC
59
Oakworth Capital
Alabama
$472K +$43K +998 +10%
SI
60
SII Investments
Wisconsin
$405K -$103K -2,378 -20%
SWP
61
Stratos Wealth Partners
Ohio
$378K +$33.1K +768 +10%
SC
62
Scotia Capital
Ontario, Canada
$373K -$2.24K -52 -0.6%
CG
63
Colony Group
Massachusetts
$368K +$364K +8,445 New
FA
64
FDx Advisors
Illinois
$351K +$4.96K +115 +1%
SHCM
65
Stokes & Hubbell Capital Management
Louisiana
$337K +$259 +6 +0.1%
BSWM
66
Boston Standard Wealth Management
Massachusetts
$332K -$55.3K -1,283 -14%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$331K +$18.9K +438 +6%
CBU
68
CIBC Bank USA
Illinois
$327K -$1.12K -26 -0.3%
KSA
69
Ken Stern & Associates
California
$290K +$14.6K +338 +5%
CCA
70
Clearwater Capital Advisors
Illinois
$290K +$16.6K +384 +6%
WAM
71
Watermark Asset Management
California
$286K +$9.1K +211 +3%
BW
72
Bison Wealth
Georgia
$281K -$1.94K -45 -0.7%
CWM
73
Cornerstone Wealth Management
Missouri
$273K
SFWA
74
Summit Financial Wealth Advisors
Louisiana
$266K -$265K -6,153 -50%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$264K -$1.76M -40,920 -87%