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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EIG
126
Ellenbecker Investment Group
Wisconsin
$599K +$596K +10,501 New
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$592K +$20.5K +361 +4%
TPCW
128
TD Private Client Wealth
New York
$578K +$574K +10,119 New
BRM
129
Boston Research & Management
Massachusetts
$574K
PWA
130
PCG Wealth Advisors
Kansas
$551K +$547K +9,646 New
AIP
131
Ahrens Investment Partners
Louisiana
$510K -$22.6K -399 -4%
RWM
132
Reston Wealth Management
Virginia
$509K +$227K +4,006 +81%
CF
133
Corrigan Financial
Rhode Island
$503K +$48.8K +861 +11%
HSWM
134
Hubbell Strickland Wealth Management
Louisiana
$494K +$10.7K +189 +2%
JP Morgan Chase
135
JP Morgan Chase
New York
$491K +$21.8K +385 +5%
SFWA
136
Summit Financial Wealth Advisors
Louisiana
$485K
GIA
137
Gladstone Institutional Advisory
Florida
$477K
BFA
138
Beacon Financial Advisory
Ohio
$475K +$3.69K +65 +0.8%
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$468K -$567 -10 -0.1%
AFP
140
Ausdal Financial Partners
Iowa
$452K +$204K +3,597 +83%
CL
141
CPWM LLC
Washington
$444K
MWM
142
Mascoma Wealth Management
New Hampshire
$444K +$51.2K +902 +13%
CCM
143
Canal Capital Management
Virginia
$443K -$60.9K -1,073 -12%
SSC
144
Syverson Strege & Co
Iowa
$441K -$30.2K -532 -6%
NL
145
NVWM LLC
Pennsylvania
$440K +$41.5K +731 +10%
ACA
146
Aspire Capital Advisors
Washington
$430K +$427K +7,529 New
AWM
147
Avior Wealth Management
Nebraska
$429K -$79.6K -1,403 -16%
JCM
148
Jacobsen Capital Management
Utah
$423K -$17.8K -313 -4%
KOC
149
Koss-Olinger Consulting
Florida
$418K
FWM
150
Frontier Wealth Management
Missouri
$409K +$4.77K +84 +1%