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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPA
101
Parametric Portfolio Associates
Washington
$354K -$2.09M -47,153 -86%
CAS
102
Cascadia Advisory Services
Oregon
$352K +$337K +7,587 New
CA
103
Calton & Associates
Florida
$351K -$27.7K -623 -8%
SCM
104
Stonehearth Capital Management
Massachusetts
$350K -$48.5K -1,092 -13%
F
105
F3Logic
Minnesota
$346K +$15.7K +354 +5%
WWM
106
Western Wealth Management
Colorado
$340K
SS
107
Simplicity Solutions
Minnesota
$332K -$24K -541 -7%
BFA
108
Beacon Financial Advisory
Ohio
$317K +$1.24K +28 +0.4%
WOSD
109
WFA of San Diego
California
$314K +$290K +6,518 New
PPP
110
Private Portfolio Partners
New Jersey
$311K -$48.6K -1,094 -14%
FAIM
111
Financial Advocates Investment Management
Washington
$308K +$187K +4,214 New
PA
112
PFG Advisors
Arizona
$302K -$87.7K -1,975 -24%
BSWM
113
Boston Standard Wealth Management
Massachusetts
$301K -$10.9K -245 -4%
Fidelity Investments
114
Fidelity Investments
Massachusetts
$288K -$54.5K -1,227 -17%
PFS
115
Prospera Financial Services
Texas
$285K +$273K +6,150 New
FAAS
116
First Allied Advisory Services
California
$278K -$107K -2,406 -29%
TA
117
Tiedemann Advisors
New York
$275K
MFGP
118
Marshall Financial Group (Pennsylvania)
Pennsylvania
$273K +$3.69K +83 +1%
OAM
119
Occidental Asset Management
California
$252K -$12.2K -274 -5%
AC
120
Alexandria Capital
Virginia
$250K -$124K -2,787 -34%
HIA
121
Harbor Investment Advisory
Maryland
$250K +$6.75K +152 +3%
VHAM
122
Van Hulzen Asset Management
California
$247K -$49.9K -1,123 -17%
PA
123
Parallel Advisors
California
$244K +$43K +967 +22%
KA
124
Kovack Advisors
Florida
$244K +$234K +5,270 New
RIL
125
Rothschild Investment LLC
Illinois
$232K