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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Calton & Associates
Florida
$369K +$2.56K +53 +0.7%
BFA
102
Beacon Financial Advisory
Ohio
$365K +$33.4K +693 +10%
JP Morgan Chase
103
JP Morgan Chase
New York
$350K -$30.3K -629 -8%
SCM
104
Stonehearth Capital Management
Massachusetts
$340K -$13.9K -289 -4%
PPP
105
Private Portfolio Partners
New Jersey
$325K +$723 +15 +0.2%
TFS
106
TrustCore Financial Services
Tennessee
$323K -$153K -3,181 -32%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$315K -$3.23M -66,953 -91%
MFGP
108
Marshall Financial Group (Pennsylvania)
Pennsylvania
$301K +$15.8K +327 +6%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$300K -$48 -1 -0%
AIP
110
Almanack Investment Partners
Pennsylvania
$299K +$288K +5,969 New
PFS
111
Prospera Financial Services
Texas
$298K
CAS
112
Cascadia Advisory Services
Oregon
$293K -$74.2K -1,538 -20%
PA
113
PFG Advisors
Arizona
$291K -$21.7K -450 -7%
FAAS
114
First Allied Advisory Services
California
$290K +$386 +8 +0.1%
HighTower Advisors
115
HighTower Advisors
Illinois
$287K -$272K -5,638 -49%
TA
116
Tiedemann Advisors
New York
$287K
AC
117
Alexandria Capital
Virginia
$279K +$18K +373 +7%
BSWM
118
Boston Standard Wealth Management
Massachusetts
$277K -$38K -788 -12%
HIA
119
Harbor Investment Advisory
Maryland
$269K +$7.96K +165 +3%
FWM
120
Frontier Wealth Management
Missouri
$262K +$261K +5,409 New
VHAM
121
Van Hulzen Asset Management
California
$257K -$193 -4 -0.1%
IWC
122
Integrated Wealth Concepts
Massachusetts
$249K +$248K +5,139 New
PPA
123
Parametric Portfolio Associates
Washington
$248K -$121K -2,506 -33%
BOPW
124
Brandywine Oak Private Wealth
Pennsylvania
$245K +$8.44K +175 +4%
OAM
125
Occidental Asset Management
California
$243K -$20.3K -420 -8%