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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
126
Avantax Advisory Services
Texas
$327K -$490K -9,740 -61%
HighTower Advisors
127
HighTower Advisors
Illinois
$327K +$19.7K +391 +7%
TF
128
TimeScale Financial
Massachusetts
$325K +$174K +3,456 +125%
RA
129
RFG Advisory
Alabama
$322K +$305K +6,068 New
TA
130
Tiedemann Advisors
New York
$311K
CA
131
Calton & Associates
Florida
$310K -$84K -1,670 -22%
AC
132
Alexandria Capital
Virginia
$301K
HIA
133
Harbor Investment Advisory
Maryland
$297K +$7.25K +144 +3%
PA
134
PFG Advisors
Arizona
$296K -$15.1K -300 -5%
KWM
135
Kingsview Wealth Management
Oregon
$289K +$69.8K +1,387 +33%
LFA
136
Lighthouse Financial Advisors
Maryland
$287K +$26.6K +528 +11%
FWM
137
Frontier Wealth Management
Missouri
$282K -$352 -7 -0.1%
TA
138
Tectonic Advisors
Texas
$278K +$268K +5,320 New
BSWM
139
Boston Standard Wealth Management
Massachusetts
$277K -$19.9K -395 -7%
LGA
140
Lebenthal Global Advisors
New York
$277K +$268K +5,325 New
OAM
141
Occidental Asset Management
California
$275K +$12.3K +245 +5%
CPO
142
Cerity Partners OCIO
New York
$271K +$261K +5,195 New
GWCM
143
Godshalk Welsh Capital Management
Pennsylvania
$268K +$6.29K +125 +2%
BOPW
144
Brandywine Oak Private Wealth
Pennsylvania
$263K -$805 -16 -0.3%
GI
145
Glovista Investments
New Jersey
$261K
RIL
146
Rothschild Investment LLC
Illinois
$261K
IA
147
IFG Advisory
Georgia
$259K +$39.4K +783 +19%
CWP
148
Corepath Wealth Partners
Arizona
$259K +$248K +4,927 New
AIP
149
Almanack Investment Partners
Pennsylvania
$255K -$54.5K -1,084 -18%
CIAS
150
Capital Investment Advisory Services
North Carolina
$252K +$22.8K +453 +10%