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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
COCM
176
Charter Oak Capital Management
New Hampshire
$213K +$6.22K +117 +3%
AWA
177
Acorn Wealth Advisors
Michigan
$213K +$212K +3,979 New
IA
178
IFG Advisory
Georgia
$207K -$58.2K -1,095 -22%
IF
179
Ironwood Financial
Arizona
$189K
WA
180
WestEnd Advisors
North Carolina
$183K -$19.3K -362 -10%
JWA
181
JFS Wealth Advisors
Pennsylvania
$182K
FCA
182
FinTrust Capital Advisors
South Carolina
$163K +$3.25K +61 +2%
LAS
183
Lloyd Advisory Services
Georgia
$158K +$150K +2,823 +2,123%
JFA
184
JNBA Financial Advisors
Minnesota
$156K -$36.6K -689 -19%
WWM
185
Wolff Wiese Magana
California
$154K -$9.52K -179 -6%
CWC
186
Carolinas Wealth Consulting
North Carolina
$149K -$4.79K -90 -3%
APWA
187
Atlas Private Wealth Advisors
New Jersey
$135K -$37.3K -701 -22%
PCG
188
Private Capital Group
Connecticut
$119K
NFG
189
Next Financial Group
Texas
$112K
BHWM
190
Bay Harbor Wealth Management
Maryland
$110K -$38K -714 -26%
SFS
191
Sowell Financial Services
Arkansas
$92K -$84.5K -1,588 -49%
SWA
192
SOA Wealth Advisors
New York
$89K -$34.8K -654 -28%
CAL
193
Capital Analysts LLC
Pennsylvania
$78K -$1.17K -22 -1%
CFGS
194
Concourse Financial Group Securities
Alabama
$77K +$76.6K +1,440 New
Deutsche Bank
195
Deutsche Bank
Germany
$73K +$72.5K +1,363 New
Citigroup
196
Citigroup
New York
$69K
TFO
197
Tarbox Family Office
California
$66K
FDCDDQ
198
Federation des caisses Desjardins du Quebec
Quebec, Canada
$62.2K
RIM
199
Rockbridge Investment Management
New York
$59K +$106 +2 +0.2%
SWM
200
Sugarloaf Wealth Management
Georgia
$58K -$56.2K -1,057 -97%