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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VAS
101
Vestmark Advisory Solutions
Massachusetts
$312K +$309K +6,776 New
DC
102
Davenport & Co
Virginia
$311K
ATPW
103
Ashton Thomas Private Wealth
Arizona
$300K -$1.55K -34 -0.5%
JCM
104
Jacobsen Capital Management
Utah
$291K +$2.65K +58 +0.9%
HighTower Advisors
105
HighTower Advisors
Illinois
$285K +$1.05K +23 +0.4%
TA
106
Tiedemann Advisors
New York
$274K +$30.4K +665 +13%
OAM
107
Occidental Asset Management
California
$271K +$27.9K +610 +12%
BSWM
108
Boston Standard Wealth Management
Massachusetts
$259K +$46.4K +1,017 +22%
AC
109
Alexandria Capital
Virginia
$255K +$3.24K +71 +1%
Renaissance Technologies
110
Renaissance Technologies
New York
$252K -$215K -4,700 -46%
Stifel Financial
111
Stifel Financial
Missouri
$244K -$129K -2,816 -35%
TPWA
112
TRUE Private Wealth Advisors
Oregon
$241K +$46.9K +1,028 +24%
CWM
113
Chesapeake Wealth Management
Virginia
$227K -$19.6K -430 -8%
SS
114
Simplicity Solutions
Minnesota
$227K +$225K +4,921 New
RIA
115
Realta Investment Advisors
Delaware
$217K -$23.3K -511 -10%
WP
116
WealthPLAN Partners
Nebraska
$216K +$959 +21 +0.5%
OIA
117
OneDigital Investment Advisors
Kansas
$205K +$203K +4,455 New
BCA
118
Bay Colony Advisors
Massachusetts
$204K -$26.7K -584 -12%
CCM
119
Canal Capital Management
Virginia
$203K -$88.8K -1,945 -31%
UCFA
120
United Capital Financial Advisors
Texas
$202K +$200K +4,386 New
GWM
121
Geneos Wealth Management
Colorado
$200K -$685 -15 -0.3%
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$193K
IF
123
Ironwood Financial
Arizona
$182K -$91 -2 -0.1%
JWA
124
JFS Wealth Advisors
Pennsylvania
$181K +$1.64K +36 +0.9%
NFG
125
Next Financial Group
Texas
$175K