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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPS
151
Orion Portfolio Solutions
Nebraska
$244K +$252 +5 +0.1%
SW
152
SlateStone Wealth
Florida
$243K -$198K -3,937 -46%
VHAM
153
Van Hulzen Asset Management
California
$238K -$37.9K -754 -14%
OIA
154
OneDigital Investment Advisors
Kansas
$237K +$654 +13 +0.3%
NL
155
NVWM LLC
Pennsylvania
$235K +$4.28K +85 +2%
VWM
156
Venturi Wealth Management
Texas
$232K +$2.97K +59 +1%
HWM
157
Howard Wealth Management
Connecticut
$232K +$9.31K +185 +4%
Brown Advisory
158
Brown Advisory
Maryland
$224K
NCM
159
Narwhal Capital Management
Georgia
$219K
PA
160
Parallel Advisors
California
$215K +$42.4K +843 +26%
ADL
161
Asset Dedication LLC
California
$214K +$174K +3,450 +531%
FAM
162
Formidable Asset Management
Ohio
$208K +$201K +3,986 New
CFG
163
CKW Financial Group
Hawaii
$207K +$4.33K +86 +2%
COCM
164
Charter Oak Capital Management
New Hampshire
$201K +$194K +3,852 New
WA
165
WestEnd Advisors
North Carolina
$197K +$118K +2,349 +164%
PWM
166
Perigon Wealth Management
California
$192K +$185K +3,680 New
JFA
167
JNBA Financial Advisors
Minnesota
$188K -$626K -12,438 -78%
IF
168
Ironwood Financial
Arizona
$185K
JWA
169
JFS Wealth Advisors
Pennsylvania
$177K -$27.4K -544 -14%
SFS
170
Sowell Financial Services
Arkansas
$170K +$48.6K +965 +42%
APWA
171
Atlas Private Wealth Advisors
New Jersey
$168K +$2.16K +43 +1%
WWM
172
Wolff Wiese Magana
California
$159K +$153K +3,049 New
FCA
173
FinTrust Capital Advisors
South Carolina
$155K +$3.02K +60 +2%
CWC
174
Carolinas Wealth Consulting
North Carolina
$150K -$93.1K -1,851 -39%
BHWM
175
Bay Harbor Wealth Management
Maryland
$144K +$101 +2 +0.1%