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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
101
Alexandria Capital
Virginia
$339K +$7.44K +162 +2%
PPP
102
Private Portfolio Partners
New Jersey
$322K
SS
103
Simplicity Solutions
Minnesota
$319K -$981K -21,381 -74%
LW
104
Linscomb Wealth
Texas
$319K -$92 -2 -0%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$307K
WWM
106
Western Wealth Management
Colorado
$303K -$1.25M -27,291 -79%
CFG
107
CMC Financial Group
Georgia
$302K -$79.9K -1,741 -19%
HA
108
HC Advisors
Georgia
$302K +$334K +7,287 New
JP Morgan Chase
109
JP Morgan Chase
New York
$301K +$334K +7,281 New
MPPLM
110
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$300K -$45.6K -993 -12%
F
111
F3Logic
Minnesota
$291K -$68K -1,481 -17%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$284K +$320K +6,968 New
BFA
113
Beacon Financial Advisory
Ohio
$282K
DC
114
Davenport & Co
Virginia
$279K -$45.9K -1,000 -13%
BSWM
115
Boston Standard Wealth Management
Massachusetts
$273K +$42.8K +933 +16%
IA
116
IFG Advisory
Georgia
$267K +$297K +6,476 New
VHAM
117
Van Hulzen Asset Management
California
$266K -$108K -2,357 -27%
HighTower Advisors
118
HighTower Advisors
Illinois
$253K -$16.6K -362 -6%
TA
119
Tiedemann Advisors
New York
$246K
MFGP
120
Marshall Financial Group (Pennsylvania)
Pennsylvania
$240K +$58.1K +1,265 +28%
OAM
121
Occidental Asset Management
California
$236K -$10.5K -228 -4%
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$222K -$34.3K -748 -12%
IWM
123
IHT Wealth Management
Illinois
$218K -$7.16K -156 -3%
HIA
124
Harbor Investment Advisory
Maryland
$216K +$7.67K +167 +3%
CA
125
Cetera Advisors
Colorado
$212K -$2.48K -54 -1%