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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAV
176
Mason & Associates (Virginia)
Virginia
$467K +$79.8K +1,391 +21%
SAG
177
SageView Advisory Group
California
$452K -$225K -3,926 -34%
OGF
178
Orin Green Financial
California
$444K +$4.64K +81 +1%
FFG
179
Fiduciary Financial Group
California
$442K +$7.97K +139 +2%
P
180
&Partners
Tennessee
$438K +$14K +244 +3%
SA
181
Strategic Advocates
Utah
$436K +$19.3K +337 +5%
GS
182
GTS Securities
Florida
$424K -$276K -4,812 -40%
ZIMP
183
Zimmermann Investment Management & Planning
Pennsylvania
$413K -$2.47K -43 -0.6%
VWM
184
Venturi Wealth Management
Texas
$411K +$3.38K +59 +0.9%
CF
185
Centaurus Financial
California
$403K
BSWM
186
Boston Standard Wealth Management
Massachusetts
$401K +$2.64K +46 +0.7%
PJWM
187
Philip James Wealth Mangement
Georgia
$395K -$38.5K -671 -9%
NAS
188
Nicolet Advisory Services
Wisconsin
$393K -$112K -1,950 -22%
CPG
189
Cornerstone Planning Group
New Jersey
$391K +$73.3K +1,279 +24%
HIA
190
Harbor Investment Advisory
Maryland
$390K +$4.76K +83 +1%
GC
191
Gould Capital
Washington
$383K
RFN
192
RDA Financial Network
Iowa
$380K -$5.68K -99 -2%
EWA
193
Elevate Wealth Advisory
Georgia
$377K +$1.15K +20 +0.3%
CCM
194
Canal Capital Management
Virginia
$373K -$4.99K -87 -1%
NL
195
NVWM LLC
Pennsylvania
$373K +$42.9K +749 +14%
EA
196
Efficient Advisors
Ohio
$366K -$860 -15 -0.2%
Lido Advisors
197
Lido Advisors
California
$360K -$103K -1,789 -23%
Jane Street
198
Jane Street
New York
$356K +$87.4K +1,525 +34%
VA
199
Valmark Advisers
Ohio
$355K
PSCM
200
Per Stirling Capital Management
Texas
$354K +$23.6K +411 +7%