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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FSG
176
Financial Strategies Group
Michigan
$300K -$1.03K -21 -0.3%
FC
177
FCA Corp
Texas
$299K -$49 -1 -0%
DP
178
Divergent Planning
Maryland
$296K +$8.17K +166 +3%
GFA
179
Gallagher Fiduciary Advisors
Illinois
$296K +$291K +5,916 New
PSCM
180
Per Stirling Capital Management
Texas
$292K -$2.31K -47 -0.8%
VHAM
181
Van Hulzen Asset Management
California
$283K +$22.9K +466 +9%
Mariner
182
Mariner
Kansas
$282K +$24K +488 +9%
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$278K -$4.92K -100 -2%
CA
184
Cetera Advisors
Colorado
$273K -$24K -487 -8%
HWM
185
Howard Wealth Management
Connecticut
$271K +$2.12K +43 +0.8%
VWM
186
Venturi Wealth Management
Texas
$271K +$20.9K +425 +9%
EH
187
Equitable Holdings
New York
$270K -$40.1K -816 -13%
NEPWA
188
New England Private Wealth Advisors
Massachusetts
$268K
DC
189
Davenport & Co
Virginia
$266K -$46K -934 -15%
CFG
190
CKW Financial Group
Hawaii
$265K -$9.35K -190 -3%
BSWM
191
Boston Standard Wealth Management
Massachusetts
$264K -$1.18K -24 -0.5%
LWMNY
192
Landmark Wealth Management (New York)
New York
$261K +$256K +5,209 New
AIP
193
Ahrens Investment Partners
Louisiana
$254K -$95K -1,930 -28%
RIL
194
Rothschild Investment LLC
Illinois
$250K
SFM
195
Signet Financial Management
New Jersey
$248K -$541 -11 -0.2%
OAM
196
Occidental Asset Management
California
$246K
CCA
197
Cora Capital Advisors
New Jersey
$246K +$1.62K +33 +0.7%
HPC
198
HM Payson & Co
Maine
$243K -$3.3K -67 -1%
CIAS
199
Capital Investment Advisory Services
North Carolina
$241K -$935 -19 -0.4%
CWP
200
Corepath Wealth Partners
Arizona
$235K -$13.5K -274 -6%