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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
101
Ahrens Investment Partners
Louisiana
$502K -$72.9K -1,319 -13%
AWM
102
Avior Wealth Management
Nebraska
$499K +$110 +2 +0%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$495K +$55K +996 +13%
AIA
104
Arbor Investment Advisors
North Carolina
$493K +$4.64K +84 +1%
HSWM
105
Hubbell Strickland Wealth Management
Louisiana
$481K +$608 +11 +0.1%
SFWA
106
Summit Financial Wealth Advisors
Louisiana
$475K
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$475K +$11.2K +203 +2%
CF
108
Centaurus Financial
California
$473K -$13.5K -245 -3%
GIA
109
Gladstone Institutional Advisory
Florida
$468K
JWBC
110
John W. Brooker & Co
California
$465K +$35.1K +636 +8%
BFA
111
Beacon Financial Advisory
Ohio
$461K +$34.1K +617 +8%
JP Morgan Chase
112
JP Morgan Chase
New York
$453K +$15.5K +281 +4%
SSC
113
Syverson Strege & Co
Iowa
$445K +$44.6K +808 +11%
CF
114
Corrigan Financial
Rhode Island
$442K +$132K +2,391 +43%
FAM
115
Formidable Asset Management
Ohio
$442K +$217K +3,936 +99%
MA
116
Mutual Advisors
Nebraska
$441K -$183K -3,315 -30%
JCM
117
Jacobsen Capital Management
Utah
$435K -$8.95K -162 -2%
FDCDDQ
118
Federation des caisses Desjardins du Quebec
Quebec, Canada
$424K +$354K +6,404 +552%
PFS
119
Prospera Financial Services
Texas
$419K +$5.03K +91 +1%
KOC
120
Koss-Olinger Consulting
Florida
$411K -$1.99K -36 -0.5%
HighTower Advisors
121
HighTower Advisors
Illinois
$404K -$712K -12,896 -64%
KWM
122
Kingsview Wealth Management
Oregon
$398K +$52.3K +947 +15%
F
123
F3Logic
Minnesota
$384K -$1.16K -21 -0.3%
TFS
124
TrustCore Financial Services
Tennessee
$374K
PPP
125
Private Portfolio Partners
New Jersey
$373K +$276 +5 +0.1%