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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$319K -$146K -3,246 -32%
DC
102
Davenport & Co
Virginia
$311K +$304K +6,748 New
PA
103
PFG Advisors
Arizona
$306K +$79.1K +1,755 +36%
ATPW
104
Ashton Thomas Private Wealth
Arizona
$302K +$35.8K +794 +14%
CCM
105
Canal Capital Management
Virginia
$292K +$31.8K +706 +13%
JCM
106
Jacobsen Capital Management
Utah
$288K +$283K +6,277 New
HighTower Advisors
107
HighTower Advisors
Illinois
$283K +$15.9K +354 +6%
BOPW
108
Brandywine Oak Private Wealth
Pennsylvania
$269K -$61.2K -1,359 -19%
PAM
109
Peak Asset Management
Colorado
$254K -$68.6K -1,523 -22%
AC
110
Alexandria Capital
Virginia
$251K +$246K +5,460 New
CWM
111
Chesapeake Wealth Management
Virginia
$247K +$11.9K +265 +5%
TA
112
Tiedemann Advisors
New York
$243K
OAM
113
Occidental Asset Management
California
$242K +$1.22K +27 +0.5%
RIA
114
Realta Investment Advisors
Delaware
$239K +$13.1K +291 +6%
BCA
115
Bay Colony Advisors
Massachusetts
$231K +$856 +19 +0.4%
RA
116
Rational Advisors
New York
$230K +$25.3K +561 +13%
BSWM
117
Boston Standard Wealth Management
Massachusetts
$211K -$7.97K -177 -4%
WP
118
WealthPLAN Partners
Nebraska
$208K +$207K +4,591 New
GWM
119
Geneos Wealth Management
Colorado
$201K +$991 +22 +0.5%
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$193K +$11.7K +260 +7%
TPWA
121
TRUE Private Wealth Advisors
Oregon
$193K +$190K +4,215 New
IF
122
Ironwood Financial
Arizona
$182K
JWA
123
JFS Wealth Advisors
Pennsylvania
$179K -$11.9K -264 -6%
NFG
124
Next Financial Group
Texas
$175K +$171K +3,792 New
CFA
125
Camarda Financial Advisors
Florida
$162K -$19K -422 -11%