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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
176
Walkner Condon Financial Advisors
Wisconsin
$210K +$208K +3,757 New
AA
177
Ancora Advisors
Ohio
$207K -$125K -2,257 -38%
Qube Research & Technologies (QRT)
178
Qube Research & Technologies (QRT)
United Kingdom
$207K +$204K +3,695 New
VWM
179
Venturi Wealth Management
Texas
$206K -$21.3K -386 -9%
PWM
180
Perigon Wealth Management
California
$206K +$203K +3,680 New
RFN
181
RDA Financial Network
Iowa
$203K -$493K -8,925 -71%
IF
182
Ironwood Financial
Arizona
$196K -$2.21K -40 -1%
JWA
183
JFS Wealth Advisors
Pennsylvania
$190K +$387 +7 +0.2%
COCM
184
Charter Oak Capital Management
New Hampshire
$189K -$32.8K -594 -15%
WWM
185
Wolff Wiese Magana
California
$170K +$9.61K +174 +6%
JFA
186
JNBA Financial Advisors
Minnesota
$156K -$7.01K -127 -4%
APWA
187
Atlas Private Wealth Advisors
New Jersey
$151K +$10.1K +182 +7%
PCG
188
Private Capital Group
Connecticut
$124K
BHWM
189
Bay Harbor Wealth Management
Maryland
$115K
NFG
190
Next Financial Group
Texas
$112K -$5.19K -94 -4%
CWC
191
Carolinas Wealth Consulting
North Carolina
$102K -$53.4K -966 -35%
Creative Planning
192
Creative Planning
Kansas
$101K +$99.4K +1,800 New
TI
193
tru Independence
Oregon
$91K +$90K +1,630 New
SWA
194
SOA Wealth Advisors
New York
$86K -$6.79K -123 -7%
AAP
195
Arax Advisory Partners
Colorado
$82K +$81K +1,467 New
CFGS
196
Concourse Financial Group Securities
Alabama
$81K
CAL
197
Capital Analysts LLC
Pennsylvania
$81K +$166 +3 +0.2%
WA
198
WestEnd Advisors
North Carolina
$76.7K -$189K -3,416 Closed
Deutsche Bank
199
Deutsche Bank
Germany
$76K
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$76K +$53.2K +963 +250%