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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$266K -$28.7K -610 -10%
IAIM
202
International Assets Investment Management
Florida
$263K +$263K +5,581 New
IWM
203
IHT Wealth Management
Illinois
$261K
CFG
204
CKW Financial Group
Hawaii
$259K +$5.65K +120 +2%
KPWS
205
Kestra Private Wealth Services
Texas
$259K +$258K +5,487 New
HWM
206
Howard Wealth Management
Connecticut
$253K -$4.47K -95 -2%
NEPWA
207
New England Private Wealth Advisors
Massachusetts
$253K +$252K +5,365 New
BSWM
208
Boston Standard Wealth Management
Massachusetts
$250K -$2.35K -50 -0.9%
Fidelity Investments
209
Fidelity Investments
Massachusetts
$248K -$6.96K -148 -3%
VHAM
210
Van Hulzen Asset Management
California
$245K -$23.7K -504 -9%
Mariner
211
Mariner
Kansas
$243K +$10.7K +227 +5%
SAM
212
Strategy Asset Managers
California
$241K +$241K +5,120 New
CWP
213
Corepath Wealth Partners
Arizona
$241K +$9.41K +200 +4%
HWM
214
Heirloom Wealth Management
Colorado
$239K +$238K +5,061 New
RIL
215
Rothschild Investment LLC
Illinois
$236K
CRC
216
Curi RMB Capital
Illinois
$236K
VWM
217
Venturi Wealth Management
Texas
$235K +$235K +4,984 New
SFM
218
Signet Financial Management
New Jersey
$234K +$234K +4,966 New
HPC
219
HM Payson & Co
Maine
$232K
OAM
220
Occidental Asset Management
California
$232K -$3.58K -76 -2%
CCA
221
Cora Capital Advisors
New Jersey
$230K +$230K +4,886 New
RCAG
222
Rehmann Capital Advisory Group
Michigan
$229K +$229K +4,864 New
TSWM
223
Tyler-Stone Wealth Management
Ohio
$229K +$158K +3,352 +223%
IF
224
Intrua Financial
Texas
$228K
CIAS
225
Capital Investment Advisory Services
North Carolina
$228K