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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
126
Glovista Investments
New Jersey
$232K +$222K +5,000 New
BOPW
127
Brandywine Oak Private Wealth
Pennsylvania
$226K -$6.22K -140 -3%
OPS
128
Orion Portfolio Solutions
Nebraska
$224K +$160K +3,593 +290%
IWM
129
IHT Wealth Management
Illinois
$219K -$24.4K -549 -10%
CWC
130
Carolinas Wealth Consulting
North Carolina
$214K +$10.6K +238 +5%
GWCM
131
Godshalk Welsh Capital Management
Pennsylvania
$209K +$200K +4,505 New
OIA
132
OneDigital Investment Advisors
Kansas
$208K +$194K +4,357 New
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$199K +$2.09K +47 +1%
APWA
134
Atlas Private Wealth Advisors
New Jersey
$196K +$188K +4,229 New
IF
135
Ironwood Financial
Arizona
$191K +$6.93K +156 +4%
JWA
136
JFS Wealth Advisors
Pennsylvania
$183K +$800 +18 +0.5%
CFG
137
CKW Financial Group
Hawaii
$176K +$5.73K +129 +4%
GWMIA
138
Global Wealth Management Investment Advisory
Florida
$139K +$311 +7 +0.2%
BHWM
139
Bay Harbor Wealth Management
Maryland
$137K -$5.11K -115 -4%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$137K +$2.22K +50 +2%
TF
141
TimeScale Financial
Massachusetts
$119K -$113K -2,535 -50%
SFS
142
Sowell Financial Services
Arkansas
$107K +$2.35K +53 +2%
CFD
143
Creative Financial Designs
Indiana
$107K +$103K +2,309 New
PCG
144
Private Capital Group
Connecticut
$103K
TFO
145
Tarbox Family Office
California
$98K +$7.37K +166 +9%
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$95K -$219K -4,938 -71%
WA
147
WestEnd Advisors
North Carolina
$93.6K -$2.15M -48,507 -96%
FCA
148
FinTrust Capital Advisors
South Carolina
$80K +$38K +856 +98%
LFG
149
LifePlan Financial Group
Ohio
$67K +$11.4K +257 +22%
AAP
150
Arax Advisory Partners
Colorado
$66K -$31.4K -706 -33%