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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Allworth Financial
California
$505K +$127K +2,335 +33%
BRM
127
Boston Research & Management
Massachusetts
$489K -$53.9K -990 -10%
RWM
128
Reston Wealth Management
Virginia
$488K +$6.92K +127 +1%
BFG
129
Buttonwood Financial Group
Missouri
$485K +$488K +8,966 New
GIA
130
Gladstone Institutional Advisory
Florida
$480K +$29K +532 +6%
FCA
131
FinTrust Capital Advisors
South Carolina
$478K +$278K +5,106 +136%
JP Morgan Chase
132
JP Morgan Chase
New York
$470K +$6.97K +128 +1%
HSWM
133
Hubbell Strickland Wealth Management
Louisiana
$468K +$1.36K +25 +0.3%
PWA
134
PCG Wealth Advisors
Kansas
$466K -$55K -1,011 -10%
SFWA
135
Summit Financial Wealth Advisors
Louisiana
$458K
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$443K
MWM
137
Mascoma Wealth Management
New Hampshire
$440K +$20.5K +377 +5%
CF
138
Corrigan Financial
Rhode Island
$439K -$36.5K -671 -8%
AFP
139
Ausdal Financial Partners
Iowa
$433K +$5.34K +98 +1%
FWM
140
Frontier Wealth Management
Missouri
$417K +$42.7K +785 +11%
SSC
141
Syverson Strege & Co
Iowa
$406K -$11.1K -204 -3%
AWM
142
Avior Wealth Management
Nebraska
$405K -$708 -13 -0.2%
AIP
143
Ahrens Investment Partners
Louisiana
$402K -$81.1K -1,490 -17%
DP
144
Divergent Planning
Maryland
$400K +$38.2K +701 +10%
IA
145
IFG Advisory
Georgia
$389K +$19.6K +360 +5%
KWM
146
Kingsview Wealth Management
Oregon
$387K +$63.6K +1,168 +19%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$385K -$176K -3,235 -31%
CL
148
CPWM LLC
Washington
$385K -$47.4K -871 -11%
Cetera Investment Advisers
149
Cetera Investment Advisers
Illinois
$378K -$207K -3,809 -35%
PFS
150
Prospera Financial Services
Texas
$372K -$4.96K -91 -1%