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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
151
BlueCrest Capital Management
Jersey
$303K -$1.46M -25,934 -83%
OAM
152
Occidental Asset Management
California
$299K
Fidelity Investments
153
Fidelity Investments
Massachusetts
$299K +$56 +1 +0%
GWCM
154
Godshalk Welsh Capital Management
Pennsylvania
$293K +$14.1K +250 +5%
TA
155
Tiedemann Advisors
New York
$292K -$37.5K -665 -11%
RJA
156
Raymond James & Associates
Florida
$287K -$28.3K -502 -9%
CRC
157
Curi RMB Capital
Illinois
$277K
RIL
158
Rothschild Investment LLC
Illinois
$277K
USCWA
159
U.S. Capital Wealth Advisors
Texas
$277K +$281K +4,986 New
BSWM
160
Boston Standard Wealth Management
Massachusetts
$276K +$113 +2 +0%
IF
161
Intrua Financial
Texas
$275K +$273K +4,835 New
RWM
162
Reston Wealth Management
Virginia
$273K -$1.43M -25,344 -84%
MPPLM
163
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$272K -$20.1K -357 -7%
CIAS
164
Capital Investment Advisory Services
North Carolina
$269K +$4.46K +79 +2%
HWM
165
Howard Wealth Management
Connecticut
$269K +$6.54K +116 +2%
AA
166
Advisory Alpha
Michigan
$269K +$274K +4,857 New
FAIM
167
Financial Advocates Investment Management
Washington
$267K -$2.31M -40,966 -89%
TPA
168
Trivium Point Advisory
Connecticut
$267K +$1.64K +29 +0.6%
CFG
169
CKW Financial Group
Hawaii
$261K +$7.22K +128 +3%
CAWM
170
Capital Advisors Wealth Management
Washington
$253K +$1.01K +18 +0.4%
MFGP
171
Marshall Financial Group (Pennsylvania)
Pennsylvania
$253K +$2.09K +37 +0.8%
CAS
172
Cascadia Advisory Services
Oregon
$253K +$2.37K +42 +0.9%
BOPW
173
Brandywine Oak Private Wealth
Pennsylvania
$252K
CWP
174
Corepath Wealth Partners
Arizona
$248K +$10.8K +192 +4%
CL
175
COWA LLC
Oklahoma
$247K -$63.8K -1,131 -20%