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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$489K +$144K +2,866 +44%
AIP
102
Ahrens Investment Partners
Louisiana
$488K -$38.8K -772 -8%
WWM
103
Western Wealth Management
Colorado
$481K +$11.6K +230 +3%
HSWM
104
Hubbell Strickland Wealth Management
Louisiana
$470K -$23.6K -469 -5%
AF
105
Allworth Financial
California
$464K +$448K +8,898 New
RJA
106
Raymond James & Associates
Florida
$463K -$25.5K -507 -5%
AIA
107
Arbor Investment Advisors
North Carolina
$457K +$2.72K +54 +0.6%
CF
108
Centaurus Financial
California
$450K +$307K +6,107 +243%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$420K +$93.3K +1,855 +30%
SFWA
110
Summit Financial Wealth Advisors
Louisiana
$411K -$549K -10,903 -56%
BFA
111
Beacon Financial Advisory
Ohio
$397K +$3.22K +64 +0.8%
DP
112
Divergent Planning
Maryland
$396K +$382K +7,584 New
MPPLM
113
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$393K -$13.6K -271 -3%
JP Morgan Chase
114
JP Morgan Chase
New York
$383K +$4.88K +97 +1%
CPWM
115
Cardinal Point Wealth Management
California
$378K +$364K +7,232 New
MFGP
116
Marshall Financial Group (Pennsylvania)
Pennsylvania
$372K +$46.3K +920 +15%
F
117
F3Logic
Minnesota
$371K +$22.2K +441 +7%
SSC
118
Syverson Strege & Co
Iowa
$361K +$348K +6,919 New
Cetera Investment Advisers
119
Cetera Investment Advisers
Illinois
$359K +$346K +6,886 New
TFS
120
TrustCore Financial Services
Tennessee
$348K
CL
121
COWA LLC
Oklahoma
$348K +$332K +6,592 New
PFS
122
Prospera Financial Services
Texas
$347K +$25.3K +503 +8%
PPP
123
Private Portfolio Partners
New Jersey
$347K -$3.27K -65 -1%
OGF
124
Orin Green Financial
California
$336K +$324K +6,434 New
SCM
125
Stonehearth Capital Management
Massachusetts
$335K -$29.3K -582 -8%