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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
151
Dynamic Advisor Solutions
Arizona
$203K -$321K -6,861 -62%
NCM
152
Narwhal Capital Management
Georgia
$201K +$197K +4,200 New
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$197K -$2.9K -62 -1%
JWA
154
JFS Wealth Advisors
Pennsylvania
$190K +$2.34K +50 +1%
IF
155
Ironwood Financial
Arizona
$189K
JAWM
156
J. Arnold Wealth Management
Ohio
$178K +$174K +3,719 New
NFG
157
Next Financial Group
Texas
$176K -$5.2K -111 -3%
CFG
158
CKW Financial Group
Hawaii
$155K -$4.68K -100 -3%
GWMIA
159
Global Wealth Management Investment Advisory
Florida
$123K +$7.31K +156 +6%
PCG
160
Private Capital Group
Connecticut
$120K +$1.26K +27 +1%
GFPC
161
Global Financial Private Capital
Florida
$101K +$98.7K +2,107 New
PWP
162
Personal Wealth Partners
Minnesota
$93K -$33.5K -716 -27%
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$92K -$48.5K -1,036 -35%
FHA
164
Flagship Harbor Advisors
Massachusetts
$87K
CAL
165
Capital Analysts LLC
Pennsylvania
$78K +$10.9K +232 +17%
SFS
166
Sowell Financial Services
Arkansas
$77K +$47 +1 +0.1%
TFO
167
Tarbox Family Office
California
$67K +$57.6K +1,230 +691%
TI
168
tru Independence
Oregon
$67K +$75.5K +1,612 New
PAI
169
Pittenger & Anderson Inc
Nebraska
$64K +$62.3K +1,331 New
AIC
170
Ameritas Investment Company
Nebraska
$60K -$15.2K -325 -21%
Citigroup
171
Citigroup
New York
$57K
LFG
172
LifePlan Financial Group
Ohio
$57K
RG
173
Retirement Group
California
$53K +$51.5K +1,100 New
SWM
174
Sugarloaf Wealth Management
Georgia
$52K +$51K +1,088 New
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$51K