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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OGF
151
Orin Green Financial
California
$362K +$33.5K +616 +10%
TFS
152
TrustCore Financial Services
Tennessee
$360K
HIA
153
Harbor Investment Advisory
Maryland
$355K +$12.8K +235 +4%
KOC
154
Koss-Olinger Consulting
Florida
$350K -$45.7K -839 -11%
JCM
155
J2 Capital Management
Michigan
$350K +$12K +220 +4%
VA
156
Valmark Advisers
Ohio
$344K +$5.77K +106 +2%
RCAG
157
Rehmann Capital Advisory Group
Michigan
$341K +$344K +6,311 New
BJL
158
Brighton Jones LLC
Washington
$336K +$14.2K +261 +4%
CPO
159
Cerity Partners OCIO
New York
$333K +$17K +312 +5%
AAS
160
Ameritas Advisory Services
Nebraska
$332K -$2.79M -51,200 -89%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$320K -$45.5K -835 -12%
GC
162
Gould Capital
Washington
$319K +$37.6K +690 +13%
LWMNY
163
Landmark Wealth Management (New York)
New York
$319K +$322K +5,913 New
FSG
164
Financial Strategies Group
Michigan
$312K +$12.5K +230 +4%
EH
165
Equitable Holdings
New York
$311K -$20.5K -377 -6%
CWM
166
Congress Wealth Management
Massachusetts
$311K -$1.47K -27 -0.5%
AWA
167
Archvest Wealth Advisors
California
$310K
SG
168
StoneX Group
New York
$310K
5SA
169
5th Street Advisors
Connecticut
$307K
FSA
170
Financial Services Advisory
Maryland
$307K +$7.41K +136 +2%
GWCM
171
Godshalk Welsh Capital Management
Pennsylvania
$292K +$817 +15 +0.3%
Fidelity Investments
172
Fidelity Investments
Massachusetts
$291K -$1.14K -21 -0.4%
JWBC
173
John W. Brooker & Co
California
$288K -$27.4K -504 -9%
MWM
174
Modera Wealth Management
New Jersey
$288K +$81.9K +1,504 +39%
BSWM
175
Boston Standard Wealth Management
Massachusetts
$285K +$13.7K +252 +5%