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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
151
Jane Street
New York
$347K -$5.42M -107,782 -94%
Goldman Sachs
152
Goldman Sachs
New York
$346K +$362K +7,201 New
HIA
153
Harbor Investment Advisory
Maryland
$340K +$24.8K +493 +7%
RWM
154
Reston Wealth Management
Virginia
$334K -$105K -2,085 -23%
EH
155
Equitable Holdings
New York
$331K +$57.1K +1,134 +20%
OGF
156
Orin Green Financial
California
$321K +$1.36K +27 +0.4%
TFS
157
TrustCore Financial Services
Tennessee
$320K
JCM
158
J2 Capital Management
Michigan
$312K +$352 +7 +0.1%
CPO
159
Cerity Partners OCIO
New York
$311K +$15.3K +305 +5%
AAS
160
Ameritas Advisory Services
Nebraska
$310K +$14.9K +296 +5%
Cetera Investment Advisers
161
Cetera Investment Advisers
Illinois
$309K -$28.8K -572 -8%
KOC
162
Koss-Olinger Consulting
Florida
$309K -$2.47K -49 -0.8%
VA
163
Valmark Advisers
Ohio
$307K +$1.51K +30 +0.5%
CA
164
Cetera Advisors
Colorado
$301K +$103K +2,055 +49%
TA
165
Tiedemann Advisors
New York
$293K -$255K -5,063 -45%
GC
166
Gould Capital
Washington
$285K +$1.26K +25 +0.4%
TCA
167
Transcend Capital Advisors
New Jersey
$285K +$299K +5,946 New
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$283K -$1.66K -33 -0.6%
FSG
169
Financial Strategies Group
Michigan
$282K +$5.03K +100 +2%
AWA
170
Archvest Wealth Advisors
California
$276K
GWCM
171
Godshalk Welsh Capital Management
Pennsylvania
$275K +$15.7K +311 +6%
VHAM
172
Van Hulzen Asset Management
California
$264K +$23.5K +467 +9%
Fidelity Investments
173
Fidelity Investments
Massachusetts
$259K
BSWM
174
Boston Standard Wealth Management
Massachusetts
$255K +$252 +5 +0.1%
5SA
175
5th Street Advisors
Connecticut
$254K -$19.6K -390 -7%