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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TF
126
TimeScale Financial
Massachusetts
$210K -$142K -3,096 -38%
RIL
127
Rothschild Investment LLC
Illinois
$207K +$230K +5,000 New
BOPW
128
Brandywine Oak Private Wealth
Pennsylvania
$205K -$44K -958 -16%
KFA
129
Kays Financial Advisory
Georgia
$205K +$228K +4,962 New
CWC
130
Carolinas Wealth Consulting
North Carolina
$182K +$201K +4,381 New
JFA
131
JNBA Financial Advisors
Minnesota
$180K -$883K -19,227 -82%
PA
132
Parallel Advisors
California
$178K -$345K -7,512 -64%
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$176K +$5.74K +125 +3%
IF
134
Ironwood Financial
Arizona
$164K
JWA
135
JFS Wealth Advisors
Pennsylvania
$163K -$1.93K -42 -1%
CFG
136
CKW Financial Group
Hawaii
$148K +$19.3K +420 +13%
BHWM
137
Bay Harbor Wealth Management
Maryland
$127K -$169K -3,671 -54%
GWMIA
138
Global Wealth Management Investment Advisory
Florida
$123K +$18.8K +410 +16%
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$122K +$45.9K +1,000 +52%
SFS
140
Sowell Financial Services
Arkansas
$93K +$29.7K +646 +40%
PCG
141
Private Capital Group
Connecticut
$92K -$13.8K -300 -12%
SF
142
Synovus Financial
Georgia
$89K +$98.5K +2,146 New
AAP
143
Arax Advisory Partners
Colorado
$88K -$130K -2,829 -57%
NFG
144
Next Financial Group
Texas
$86K -$73.6K -1,603 -44%
GFPC
145
Global Financial Private Capital
Florida
$86K -$1.79K -39 -2%
TFO
146
Tarbox Family Office
California
$81K +$24.9K +543 +39%
AA
147
Advisory Alpha
Michigan
$73.4K -$809K -17,619 -91%
CAL
148
Capital Analysts LLC
Pennsylvania
$58K -$10.7K -233 -14%
AIC
149
Ameritas Investment Company
Nebraska
$52K
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$51K