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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
176
PFG Advisors
Arizona
$311K -$172K -3,414 -36%
FC
177
FCA Corp
Texas
$307K
KOC
178
Koss-Olinger Consulting
Florida
$307K -$2.21K -44 -0.7%
DP
179
Divergent Planning
Maryland
$305K -$352 -7 -0.1%
PSCM
180
Per Stirling Capital Management
Texas
$303K +$2.06K +41 +0.7%
SG
181
StoneX Group
New York
$295K -$176K -3,501 -38%
VHAM
182
Van Hulzen Asset Management
California
$295K +$3.42K +68 +1%
HWM
183
Howard Wealth Management
Connecticut
$286K +$7.8K +155 +3%
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$284K -$1.81K -36 -0.6%
BSWM
185
Boston Standard Wealth Management
Massachusetts
$283K +$11.7K +232 +4%
CA
186
Cetera Advisors
Colorado
$281K +$453 +9 +0.2%
CFG
187
CKW Financial Group
Hawaii
$278K +$5.49K +109 +2%
TW
188
TrinityPoint Wealth
Connecticut
$278K +$272K +5,400 New
DC
189
Davenport & Co
Virginia
$272K -$1.51K -30 -0.6%
EH
190
Equitable Holdings
New York
$267K -$10.6K -211 -4%
MWM
191
Modera Wealth Management
New Jersey
$266K +$260K +5,175 New
CWP
192
Corepath Wealth Partners
Arizona
$259K +$15.5K +308 +7%
CAM
193
Carret Asset Management
New York
$258K -$75.5K -1,500 -23%
RIL
194
Rothschild Investment LLC
Illinois
$257K
SFM
195
Signet Financial Management
New Jersey
$255K -$302 -6 -0.1%
HPC
196
HM Payson & Co
Maine
$250K
CIAS
197
Capital Investment Advisory Services
North Carolina
$244K -$3.17K -63 -1%
SFG
198
Sovereign Financial Group
Connecticut
$240K
CAWM
199
Capital Advisors Wealth Management
Washington
$238K +$2.31K +46 +1%
Mariner
200
Mariner
Kansas
$235K -$54.2K -1,078 -19%