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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
IFP Advisors
Florida
$367K +$304K +5,503 +530%
TF
127
TimeScale Financial
Massachusetts
$364K -$37.4K -677 -9%
DP
128
Divergent Planning
Maryland
$361K +$15.4K +279 +4%
EH
129
Equitable Holdings
New York
$359K +$79.7K +1,443 +29%
FWM
130
Frontier Wealth Management
Missouri
$350K +$24.1K +437 +8%
NL
131
NVWM LLC
Pennsylvania
$348K +$55.3K +1,002 +19%
MWM
132
Mascoma Wealth Management
New Hampshire
$347K +$77.1K +1,396 +29%
HIA
133
Harbor Investment Advisory
Maryland
$341K +$12.4K +224 +4%
OGF
134
Orin Green Financial
California
$340K +$12.1K +219 +4%
IWM
135
IHT Wealth Management
Illinois
$339K +$37.5K +678 +13%
CPO
136
Cerity Partners OCIO
New York
$339K +$70.3K +1,273 +27%
OMC
137
Old Mission Capital
Illinois
$335K +$331K +5,990 New
TA
138
Tiedemann Advisors
New York
$332K
FC
139
FCA Corp
Texas
$327K +$323K +5,843 New
RJA
140
Raymond James & Associates
Florida
$318K +$67.9K +1,230 +28%
CL
141
COWA LLC
Oklahoma
$313K -$90.6K -1,640 -23%
FSA
142
Financial Services Advisory
Maryland
$310K +$53.3K +965 +21%
CL
143
CPWM LLC
Washington
$309K +$305K +5,521 New
OAM
144
Occidental Asset Management
California
$302K -$7.07K -128 -2%
Fidelity Investments
145
Fidelity Investments
Massachusetts
$302K +$55 +1 +0%
AC
146
Alexandria Capital
Virginia
$301K -$21.4K -388 -7%
Stifel Financial
147
Stifel Financial
Missouri
$298K
MPPLM
148
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$295K -$110K -1,983 -27%
AF
149
Allworth Financial
California
$292K +$34.6K +627 +14%
GWCM
150
Godshalk Welsh Capital Management
Pennsylvania
$283K +$166 +3 +0.1%