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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPO
101
Cerity Partners OCIO
New York
$265K +$275K +6,421 New
CWM
102
Chesapeake Wealth Management
Virginia
$256K -$856 -20 -0.3%
WAM
103
Watermark Asset Management
California
$244K +$2.44K +57 +1%
PA
104
PFG Advisors
Arizona
$243K -$3.3K -77 -1%
AF
105
Advisornet Financial
Minnesota
$233K -$129K -3,006 -35%
JWM
106
JGP Wealth Management
Oregon
$232K -$20.4K -476 -8%
MFGP
107
Marshall Financial Group (Pennsylvania)
Pennsylvania
$229K +$237K +5,536 New
DT
108
Diversified Trust
Tennessee
$227K
HighTower Advisors
109
HighTower Advisors
Illinois
$226K -$2.32M -54,100 -91%
OAM
110
Occidental Asset Management
California
$222K +$4.71K +110 +2%
TA
111
Tiedemann Advisors
New York
$219K
CCM
112
Canal Capital Management
Virginia
$211K -$9.16K -214 -4%
TF
113
TimeScale Financial
Massachusetts
$209K +$216K +5,048 New
WWM
114
Western Wealth Management
Colorado
$203K +$211K +4,920 New
BCA
115
Bay Colony Advisors
Massachusetts
$202K -$17.8K -417 -8%
JWA
116
JFS Wealth Advisors
Pennsylvania
$170K -$471K -11,015 -73%
JFA
117
JNBA Financial Advisors
Minnesota
$170K +$176K +4,109 New
CFA
118
Camarda Financial Advisors
Florida
$167K +$8.05K +188 +5%
IF
119
Ironwood Financial
Arizona
$164K
SGS
120
Sterling Global Strategies
California
$162K +$168K +3,930 New
RCA
121
Rowland Carmichael Advisors
Arizona
$155K -$38.5K -900 -19%
BOPW
122
Brandywine Oak Private Wealth
Pennsylvania
$153K +$159K +3,719 New
Fidelity Investments
123
Fidelity Investments
Massachusetts
$149K -$13.1K -306 -8%
CFD
124
Creative Financial Designs
Indiana
$139K -$92.1K -2,152 -39%
GWM
125
Geneos Wealth Management
Colorado
$125K -$27.8K -649 -17%