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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
151
Lido Advisors
California
$524K -$107K -2,119 -18%
Cerity Partners
152
Cerity Partners
New York
$524K -$25.4K -504 -5%
BFA
153
Beacon Financial Advisory
Ohio
$519K +$9.84K +195 +2%
IWS
154
Integrity Wealth Solutions
Colorado
$511K +$485K +9,606 New
ZIMP
155
Zimmermann Investment Management & Planning
Pennsylvania
$505K -$65.9K -1,305 -12%
JP Morgan Chase
156
JP Morgan Chase
New York
$504K -$148K -2,936 -24%
EMAM
157
Encompass More Asset Management
California
$500K +$475K +9,404 New
GWCM
158
Godshalk Welsh Capital Management
Pennsylvania
$494K -$7.22K -143 -2%
EAMA
159
EFG Asset Management (Americas)
Florida
$486K +$6.56K +130 +1%
HWM
160
Heirloom Wealth Management
Colorado
$482K +$32.5K +643 +8%
HFS
161
Hantz Financial Services
Michigan
$476K +$452K +8,952 New
FWM
162
FFT Wealth Management
Pennsylvania
$476K
GCM
163
Gallacher Capital Management
Colorado
$470K +$87.2K +1,728 +24%
NAS
164
Nicolet Advisory Services
Wisconsin
$469K -$236K -4,666 -34%
BRM
165
Boston Research & Management
Massachusetts
$469K +$151 +3 +0%
GIA
166
Gladstone Institutional Advisory
Florida
$468K
HSWM
167
Hubbell Strickland Wealth Management
Louisiana
$466K +$3.99K +79 +0.9%
BJL
168
Brighton Jones LLC
Washington
$459K +$221K +4,376 +103%
ACA
169
Atlas Capital Advisors
Wyoming
$457K
SFWA
170
Summit Financial Wealth Advisors
Louisiana
$451K
TSS
171
Two Sigma Securities
New York
$438K +$415K +8,229 New
IFWM
172
Institute for Wealth Management
Colorado
$432K +$410K +8,123 New
OGF
173
Orin Green Financial
California
$431K +$43.5K +861 +12%
KIG
174
Kowal Investment Group
Wisconsin
$427K +$405K +8,032 New
ZIM
175
Zacks Investment Management
Illinois
$427K +$405K +8,032 New