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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$354K +$187K +4,309 +119%
CPO
102
Cerity Partners OCIO
New York
$325K +$37.3K +859 +13%
BOPW
103
Brandywine Oak Private Wealth
Pennsylvania
$322K +$152K +3,506 +94%
PAM
104
Peak Asset Management
Colorado
$315K -$45.7K -1,052 -13%
VHAM
105
Van Hulzen Asset Management
California
$314K +$435 +10 +0.1%
HighTower Advisors
106
HighTower Advisors
Illinois
$262K +$14.4K +331 +6%
ATPW
107
Ashton Thomas Private Wealth
Arizona
$257K +$250K +5,760 New
CCM
108
Canal Capital Management
Virginia
$252K +$23.2K +533 +10%
GWMIA
109
Global Wealth Management Investment Advisory
Florida
$250K -$78.6K -1,808 -24%
TA
110
Tiedemann Advisors
New York
$236K
OAM
111
Occidental Asset Management
California
$234K -$6.3K -145 -3%
CWM
112
Chesapeake Wealth Management
Virginia
$228K -$47.2K -1,085 -18%
BCA
113
Bay Colony Advisors
Massachusetts
$223K +$4.65K +107 +2%
PA
114
PFG Advisors
Arizona
$222K -$29.7K -683 -12%
RIA
115
Realta Investment Advisors
Delaware
$220K +$214K +4,935 New
DT
116
Diversified Trust
Tennessee
$215K -$29.7K -684 -12%
BSWM
117
Boston Standard Wealth Management
Massachusetts
$215K +$208K +4,785 New
MFGP
118
Marshall Financial Group (Pennsylvania)
Pennsylvania
$210K -$36.2K -832 -15%
WAG
119
Winthrop Advisory Group
Massachusetts
$203K +$197K +4,522 New
RA
120
Rational Advisors
New York
$198K +$77.8K +1,791 +68%
GWM
121
Geneos Wealth Management
Colorado
$194K +$55.8K +1,285 +42%
JWA
122
JFS Wealth Advisors
Pennsylvania
$186K +$1.39K +32 +0.8%
IF
123
Ironwood Financial
Arizona
$177K
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$176K -$5.03M -115,634 -97%
CFA
125
Camarda Financial Advisors
Florida
$176K -$5.13K -118 -3%