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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
126
Formidable Asset Management
Ohio
$314K +$305K +6,518 New
HighTower Advisors
127
HighTower Advisors
Illinois
$306K +$8.76K +187 +3%
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$293K +$287K +6,122 New
BOPW
129
Brandywine Oak Private Wealth
Pennsylvania
$286K -$198K -4,222 -41%
TA
130
Tiedemann Advisors
New York
$285K
OAM
131
Occidental Asset Management
California
$284K +$2.81K +60 +1%
BSWM
132
Boston Standard Wealth Management
Massachusetts
$278K +$8.62K +184 +3%
CIA
133
Compass Ion Advisors
Pennsylvania
$266K +$260K +5,553 New
IAA
134
Independent Advisor Alliance
North Carolina
$261K +$256K +5,464 New
IWM
135
IHT Wealth Management
Illinois
$259K +$254K +5,422 New
JCM
136
Jacobsen Capital Management
Utah
$252K -$49.6K -1,060 -17%
JWCA
137
J.W. Cole Advisors
Florida
$251K +$246K +5,244 New
CA
138
Cetera Advisors
Colorado
$248K -$305K -6,518 -56%
HIA
139
Harbor Investment Advisory
Maryland
$242K +$237K +5,063 New
AAP
140
Arax Advisory Partners
Colorado
$237K +$66K +1,410 +40%
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
$227K +$85.6K +1,828 +62%
TPWA
142
TRUE Private Wealth Advisors
Oregon
$226K -$23.8K -508 -10%
NEWAS
143
N.E.W. Advisory Services
Wisconsin
$226K +$222K +4,739 New
RIA
144
Realta Investment Advisors
Delaware
$218K -$6.09K -130 -3%
MFGP
145
Marshall Financial Group (Pennsylvania)
Pennsylvania
$217K +$212K +4,532 New
GWCM
146
Godshalk Welsh Capital Management
Pennsylvania
$215K +$211K +4,502 New
OIA
147
OneDigital Investment Advisors
Kansas
$214K +$1.26K +27 +0.6%
PFA
148
Professional Financial Advisors
Nebraska
$213K +$209K +4,453 New
NP
149
NorthRock Partners
Minnesota
$208K +$204K +4,348 New
UCFA
150
United Capital Financial Advisors
Texas
$206K -$3.65K -78 -2%