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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
201
JNBA Financial Advisors
Minnesota
$159K +$4.51K +80 +3%
PA
202
Parallel Advisors
California
$158K -$71.5K -1,267 -31%
APWA
203
Atlas Private Wealth Advisors
New Jersey
$141K -$9.42K -167 -6%
CAL
204
Capital Analysts LLC
Pennsylvania
$133K +$53.6K +951 +66%
PCG
205
Private Capital Group
Connecticut
$117K -$6.6K -117 -5%
NFG
206
Next Financial Group
Texas
$111K
Koshinski Asset Management
207
Koshinski Asset Management
Illinois
$105K +$107K +1,901 New
CWC
208
Carolinas Wealth Consulting
North Carolina
$101K +$564 +10 +0.5%
SWA
209
SOA Wealth Advisors
New York
$86K +$338 +6 +0.4%
AAP
210
Arax Advisory Partners
Colorado
$75K -$6.88K -122 -8%
TFO
211
Tarbox Family Office
California
$68K
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$62K -$14.2K -252 -19%
BHWM
213
Bay Harbor Wealth Management
Maryland
$61K -$53.8K -954 -47%
SWM
214
Spire Wealth Management
Virginia
$55K
AWM
215
AllSquare Wealth Management
New York
$52K
GIA
216
Goodwin Investment Advisory
Georgia
$52K
OC
217
Oakworth Capital
Alabama
$48K
TFGT
218
TS Financial Group (TSFG)
Illinois
$48K
GWMIA
219
Global Wealth Management Investment Advisory
Florida
$47K -$1.69K -30 -3%
AW
220
Alaethes Wealth
Nevada
$47K
GGI
221
Godsey & Gibb Inc
Virginia
$45K
RCM
222
Rain Capital Management
Oregon
$41K -$3.04K -54 -7%
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
$41K +$5.13K +91 +14%
SWM
224
Sugarloaf Wealth Management
Georgia
$40K
APC
225
Aspire Private Capital
North Carolina
$38K +$1.97K +35 +5%