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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWCM
126
Godshalk Welsh Capital Management
Pennsylvania
$243K +$24.3K +503 +11%
GI
127
Glovista Investments
New Jersey
$242K
RIL
128
Rothschild Investment LLC
Illinois
$242K
LFA
129
Lighthouse Financial Advisors
Maryland
$241K +$240K +4,983 New
CWC
130
Carolinas Wealth Consulting
North Carolina
$229K +$5.21K +108 +2%
OPS
131
Orion Portfolio Solutions
Nebraska
$227K -$7.33K -152 -3%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$220K -$418K -8,675 -66%
OIA
133
OneDigital Investment Advisors
Kansas
$216K +$5.55K +115 +3%
IWM
134
IHT Wealth Management
Illinois
$215K -$13.8K -287 -6%
NL
135
NVWM LLC
Pennsylvania
$214K +$199K +4,124 +1,343%
VWM
136
Venturi Wealth Management
Texas
$213K +$212K +4,395 New
CIAS
137
Capital Investment Advisory Services
North Carolina
$212K +$207K +4,297 +5,509%
JWCA
138
J.W. Cole Advisors
Florida
$210K +$209K +4,339 New
Brown Advisory
139
Brown Advisory
Maryland
$208K +$207K +4,300 New
HWM
140
Howard Wealth Management
Connecticut
$206K +$206K +4,266 New
Renaissance Technologies
141
Renaissance Technologies
New York
$203K -$309K -6,400 -60%
NCM
142
Narwhal Capital Management
Georgia
$203K +$203K +4,200 New
IA
143
IFG Advisory
Georgia
$202K +$202K +4,185 New
KWM
144
Kingsview Wealth Management
Oregon
$201K +$200K +4,147 New
JWA
145
JFS Wealth Advisors
Pennsylvania
$191K -$627 -13 -0.3%
CFG
146
CKW Financial Group
Hawaii
$189K +$4.39K +91 +2%
IF
147
Ironwood Financial
Arizona
$171K -$27.8K -576 -14%
M
148
MOTCO
Texas
$170K +$169K +3,506 New
PA
149
Parallel Advisors
California
$159K -$95.9K -1,989 -38%
APWA
150
Atlas Private Wealth Advisors
New Jersey
$154K -$50.7K -1,051 -25%