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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
151
TrustCore Financial Services
Tennessee
$299K
OGF
152
Orin Green Financial
California
$298K -$1.79K -37 -0.5%
CCM
153
Canal Capital Management
Virginia
$290K -$66K -1,363 -17%
KOC
154
Koss-Olinger Consulting
Florida
$288K -$97 -2 -0%
CA
155
Cetera Advisors
Colorado
$288K +$7.6K +157 +3%
VA
156
Valmark Advisers
Ohio
$286K
SG
157
StoneX Group
New York
$286K -$190K -3,916 -38%
GWCM
158
Godshalk Welsh Capital Management
Pennsylvania
$285K +$31.1K +643 +11%
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$280K +$17.4K +360 +6%
PFS
160
Prospera Financial Services
Texas
$275K +$298K +6,150 New
GC
161
Gould Capital
Washington
$268K +$2.42K +50 +0.8%
F
162
F3Logic
Minnesota
$262K +$39.4K +814 +16%
VHAM
163
Van Hulzen Asset Management
California
$255K +$9.15K +189 +3%
AWA
164
Archvest Wealth Advisors
California
$251K -$7.22K -149 -3%
IWM
165
IHT Wealth Management
Illinois
$248K +$268K +5,537 New
BA
166
Bellwether Advisors
Nebraska
$245K +$24.7K +509 +10%
HWM
167
Howard Wealth Management
Connecticut
$244K +$265K +5,462 New
Fidelity Investments
168
Fidelity Investments
Massachusetts
$242K
CFG
169
CKW Financial Group
Hawaii
$240K +$7.02K +145 +3%
BSWM
170
Boston Standard Wealth Management
Massachusetts
$239K +$2.81K +58 +1%
SL
171
Sentinus LLC
Illinois
$236K +$247K +5,098 New
CRC
172
Curi RMB Capital
Illinois
$224K
OAM
173
Occidental Asset Management
California
$224K
RIL
174
Rothschild Investment LLC
Illinois
$224K
Mariner
175
Mariner
Kansas
$221K +$239K +4,930 New