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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
126
Camarda Financial Advisors
Florida
$557K +$62K +1,232 +13%
RAG
127
RIA Advisory Group
Iowa
$557K -$6.49K -129 -1%
RWM
128
Reston Wealth Management
Virginia
$554K +$54K +1,074 +11%
BFG
129
Buttonwood Financial Group
Missouri
$552K -$18.1K -359 -3%
VA
130
Valmark Advisers
Ohio
$546K +$195K +3,870 +57%
Citadel Advisors
131
Citadel Advisors
Florida
$541K -$68.7K -1,366 -11%
SL
132
Sentinus LLC
Illinois
$528K -$2.47K -49 -0.5%
TGAM
133
TBH Global Asset Management
Tennessee
$524K +$513K +10,194 New
WC
134
Waterloo Capital
Texas
$514K +$277K +5,508 +123%
PFS
135
Prospera Financial Services
Texas
$512K +$141K +2,800 +39%
HWM
136
Heirloom Wealth Management
Colorado
$493K +$18.6K +370 +4%
BFA
137
Beacon Financial Advisory
Ohio
$492K
RWP
138
RWA Wealth Partners
Massachusetts
$488K -$39.7K -788 -8%
FDCDDQ
139
Federation des caisses Desjardins du Quebec
Quebec, Canada
$482K -$29.2K -580 -6%
GCM
140
Gallacher Capital Management
Colorado
$479K -$77.2K -1,535 -14%
SSC
141
Syverson Strege & Co
Iowa
$478K -$29.2K -581 -6%
IF
142
Intrua Financial
Texas
$473K +$10.1K +200 +2%
FWM
143
FFT Wealth Management
Pennsylvania
$460K +$28.7K +570 +7%
EAMA
144
EFG Asset Management (Americas)
Florida
$460K +$450K +8,933 New
ECI
145
EFG Capital International
Florida
$460K +$450K +8,933 New
BRM
146
Boston Research & Management
Massachusetts
$453K -$7.8K -155 -2%
GIA
147
Gladstone Institutional Advisory
Florida
$452K
GCM
148
G2 Capital Management
Ohio
$448K -$122K -2,418 -22%
BPA
149
Beacon Pointe Advisors
California
$447K +$3.12K +62 +0.7%
HSWM
150
Hubbell Strickland Wealth Management
Louisiana
$446K +$2.31K +46 +0.5%