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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Brinker Capital Investments
201
Brinker Capital Investments
Pennsylvania
$9K +$1.36K +29 +19%
1IA
202
1834 Investment Advisors
Wisconsin
$8K – – –
LF
203
Lee Financial
Texas
$8K – – –
WEC
204
Winslow Evans & Crocker
Massachusetts
$8K – – –
FWM
205
Focused Wealth Management
New York
$7K +$94 +2 +1%
RCM
206
Rain Capital Management
Oregon
$7K +$422 +9 +6%
VNA
207
Valley National Advisers
Pennsylvania
$5K – – –
ACM
208
Anfield Capital Management
California
$5K +$5.15K +110 New
BBA
209
Braun-Bostich & Associates
Pennsylvania
$5K +$5.15K +110 New
CIAS
210
Capital Investment Advisory Services
North Carolina
$4K -$1.59K -34 -30%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$4K +$3.98K +85 New
NL
212
NVWM LLC
Pennsylvania
$3K +$3.09K +66 New
WAP
213
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
CCM
214
Cribstone Capital Management
Maine
$1K – – –
IFWM
215
Institute for Wealth Management
Colorado
$1K +$703 +15 New
PA
216
PSI Advisors
Florida
$1K +$1.26K +27 New
HWM
217
Howard Wealth Management
Connecticut
$1K +$1.92K +41 New
Jane Street
218
Jane Street
New York
– -$2.03M -44,096 Closed
CFC
219
Coyle Financial Counsel
Illinois
– -$693K -15,040 Closed
Coldstream Capital Management
220
Coldstream Capital Management
Washington
– -$582K -12,638 Closed
Vestmark Advisory Solutions
221
Vestmark Advisory Solutions
Massachusetts
– -$312K -6,776 Closed
Ashton Thomas Private Wealth
222
Ashton Thomas Private Wealth
Arizona
– -$300K -6,520 Closed
CWM
223
Chesapeake Wealth Management
Virginia
– -$227K -4,935 Closed
BCA
224
Bay Colony Advisors
Massachusetts
– -$204K -4,439 Closed
First Allied Advisory Services
225
First Allied Advisory Services
California
– -$146K -3,191 Closed