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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
126
HighTower Advisors
Illinois
$411K +$10.1K +179 +2%
F
127
F3Logic
Minnesota
$410K +$31.5K +558 +8%
KOC
128
Koss-Olinger Consulting
Florida
$406K -$226 -4 -0.1%
KWM
129
Kingsview Wealth Management
Oregon
$403K +$9.81K +174 +2%
FWM
130
Frontier Wealth Management
Missouri
$393K +$47.4K +841 +13%
NL
131
NVWM LLC
Pennsylvania
$388K +$43.8K +776 +13%
PFS
132
Prospera Financial Services
Texas
$387K -$28.3K -502 -7%
MWM
133
Mascoma Wealth Management
New Hampshire
$382K +$38.8K +688 +11%
TFS
134
TrustCore Financial Services
Tennessee
$370K
PPP
135
Private Portfolio Partners
New Jersey
$370K +$677 +12 +0.2%
DP
136
Divergent Planning
Maryland
$369K +$9.59K +170 +3%
EH
137
Equitable Holdings
New York
$360K +$4.51K +80 +1%
TF
138
TimeScale Financial
Massachusetts
$357K -$3.61K -64 -1%
HIA
139
Harbor Investment Advisory
Maryland
$348K +$10.5K +187 +3%
Stifel Financial
140
Stifel Financial
Missouri
$348K +$53.2K +944 +18%
CPO
141
Cerity Partners OCIO
New York
$340K +$4.34K +77 +1%
OGF
142
Orin Green Financial
California
$337K +$113 +2 +0%
AF
143
Allworth Financial
California
$328K +$39.7K +704 +13%
BJL
144
Brighton Jones LLC
Washington
$324K +$330K +5,846 New
LAS
145
Lloyd Advisory Services
Georgia
$321K +$317K +5,626 +3,452%
SG
146
StoneX Group
New York
$318K +$324K +5,740 New
AA
147
Ancora Advisors
Ohio
$317K +$114K +2,022 +55%
VA
148
Valmark Advisers
Ohio
$317K +$322K +5,711 New
JWBC
149
John W. Brooker & Co
California
$308K -$155K -2,749 -33%
FSA
150
Financial Services Advisory
Maryland
$308K +$338 +6 +0.1%