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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
F
151
F3Logic
Minnesota
$407K -$17.8K -313 -4%
Citigroup
152
Citigroup
New York
$406K +$404K +7,121 New
AF
153
Allworth Financial
California
$401K +$62.9K +1,108 +19%
PFS
154
Prospera Financial Services
Texas
$399K +$397 +7 +0.1%
IA
155
IFG Advisory
Georgia
$391K +$148K +2,606 +61%
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$386K -$1.18M -20,835 -75%
DP
157
Divergent Planning
Maryland
$382K +$1.53K +27 +0.4%
TFS
158
TrustCore Financial Services
Tennessee
$381K
HIA
159
Harbor Investment Advisory
Maryland
$362K +$4.25K +75 +1%
JCM
160
J2 Capital Management
Michigan
$358K +$356K +6,271 New
VA
161
Valmark Advisers
Ohio
$357K +$31.2K +550 +10%
EH
162
Equitable Holdings
New York
$351K -$19.1K -337 -5%
KWM
163
Kingsview Wealth Management
Oregon
$343K -$71.3K -1,257 -17%
AIA
164
Arbor Investment Advisors
North Carolina
$341K -$166K -2,922 -33%
BJL
165
Brighton Jones LLC
Washington
$341K +$6.98K +123 +2%
CPO
166
Cerity Partners OCIO
New York
$335K -$15.5K -274 -4%
OGF
167
Orin Green Financial
California
$334K +$227 +4 +0.1%
JWBC
168
John W. Brooker & Co
California
$333K +$16.2K +286 +5%
CWM
169
Congress Wealth Management
Massachusetts
$332K +$329K +5,800 New
AWA
170
Archvest Wealth Advisors
California
$328K +$326K +5,754 New
SG
171
StoneX Group
New York
$328K
5SA
172
5th Street Advisors
Connecticut
$325K +$323K +5,686 New
FSG
173
Financial Strategies Group
Michigan
$317K -$366K -6,448 -54%
FSA
174
Financial Services Advisory
Maryland
$317K +$738 +13 +0.2%
Fidelity Investments
175
Fidelity Investments
Massachusetts
$309K +$1.08K +19 +0.4%