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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFG
101
Greystone Financial Group
Michigan
$611K -$146K -2,591 -19%
HFA
102
High Falls Advisors
New York
$608K +$3.55K +63 +0.6%
CFA
103
Camarda Financial Advisors
Florida
$606K -$38.8K -688 -6%
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$600K +$13K +230 +2%
Lido Advisors
105
Lido Advisors
California
$596K -$14.6K -259 -2%
BRM
106
Boston Research & Management
Massachusetts
$558K -$6.2K -110 -1%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$555K +$86.1K +1,527 +18%
CPWM
108
Cardinal Point Wealth Management
California
$525K
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$519K +$101K +1,793 +24%
AIP
110
Ahrens Investment Partners
Louisiana
$518K +$20.9K +371 +4%
CCWA
111
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$499K +$258K +4,576 +104%
AWM
112
Avior Wealth Management
Nebraska
$494K +$282 +5 +0.1%
AIA
113
Arbor Investment Advisors
North Carolina
$493K +$4.74K +84 +1%
CCM
114
Canal Capital Management
Virginia
$490K -$18.1K -321 -4%
SFWA
115
Summit Financial Wealth Advisors
Louisiana
$470K
HSWM
116
Hubbell Strickland Wealth Management
Louisiana
$469K -$6.99K -124 -1%
GIA
117
Gladstone Institutional Advisory
Florida
$464K
BFA
118
Beacon Financial Advisory
Ohio
$458K +$1.86K +33 +0.4%
SSC
119
Syverson Strege & Co
Iowa
$458K +$17.9K +318 +4%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$456K -$35.5K -629 -7%
JP Morgan Chase
121
JP Morgan Chase
New York
$455K +$6.71K +119 +1%
CL
122
CPWM LLC
Washington
$444K +$140K +2,482 +45%
CF
123
Corrigan Financial
Rhode Island
$441K +$2.93K +52 +0.7%
JCM
124
Jacobsen Capital Management
Utah
$428K -$2.42K -43 -0.6%
MA
125
Mutual Advisors
Nebraska
$425K -$12K -212 -3%