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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GCM
176
G2 Capital Management
Ohio
$326K -$107K -2,106 -24%
CF
177
Centaurus Financial
California
$319K +$121K +2,380 +58%
NA
178
NewEdge Advisors
Louisiana
$315K -$14.1K -276 -4%
RFN
179
RDA Financial Network
Iowa
$314K -$5.04K -99 -2%
MWM
180
Mascoma Wealth Management
New Hampshire
$313K -$3.72K -73 -1%
Renaissance Technologies
181
Renaissance Technologies
New York
$311K -$1.32M -26,000 -80%
GFA
182
Gallagher Fiduciary Advisors
Illinois
$309K -$2.24K -44 -0.7%
AFG
183
AFS Financial Group
Maryland
$303K +$114K +2,247 +58%
RWM
184
Reston Wealth Management
Virginia
$303K -$237K -4,645 -43%
VWM
185
Venturi Wealth Management
Texas
$301K +$967 +19 +0.3%
PAA
186
Peregrine Asset Advisers
Oregon
$295K +$304K +5,973 New
KOC
187
Koss-Olinger Consulting
Florida
$295K
FC
188
FCA Corp
Texas
$295K -$204 -4 -0.1%
SG
189
StoneX Group
New York
$294K +$10.3K +202 +4%
DP
190
Divergent Planning
Maryland
$293K +$2.34K +46 +0.8%
CWP
191
Corepath Wealth Partners
Arizona
$285K +$40.7K +799 +16%
HWM
192
Howard Wealth Management
Connecticut
$281K +$6.31K +124 +2%
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$278K +$5.86K +115 +2%
BSWM
194
Boston Standard Wealth Management
Massachusetts
$277K +$5.8K +114 +2%
LWMNY
195
Landmark Wealth Management (New York)
New York
$275K +$283K +5,559 New
CFG
196
CKW Financial Group
Hawaii
$272K +$4.99K +98 +2%
MWM
197
Modera Wealth Management
New Jersey
$259K +$3.21K +63 +1%
AF
198
Affiance Financial
Minnesota
$258K -$82K -1,610 -24%
DADC
199
D.A. Davidson & Co
Montana
$253K +$261K +5,121 New
CAM
200
Carret Asset Management
New York
$248K