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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
201
Van Hulzen Asset Management
California
$247K -$37.5K -736 -13%
RIL
202
Rothschild Investment LLC
Illinois
$247K
SFM
203
Signet Financial Management
New Jersey
$246K +$1.27K +25 +0.5%
WFS
204
Weitzel Financial Services
Iowa
$241K +$28.7K +563 +13%
HPC
205
HM Payson & Co
Maine
$240K
MAM
206
Milestone Asset Management
Pennsylvania
$235K +$243K +4,782 New
CIAS
207
Capital Investment Advisory Services
North Carolina
$235K
PSCM
208
Per Stirling Capital Management
Texas
$234K -$58.1K -1,142 -19%
Mariner
209
Mariner
Kansas
$234K +$8.35K +164 +4%
CAWM
210
Capital Advisors Wealth Management
Washington
$231K +$2.44K +48 +1%
Citadel Advisors
211
Citadel Advisors
Florida
$231K -$298K -5,858 -56%
SFG
212
Sovereign Financial Group
Connecticut
$230K
RIM
213
Redwood Investment Management
Arizona
$228K +$235K +4,606 New
CCFM
214
Clear Creek Financial Management
Washington
$224K +$7.03K +138 +3%
CPG
215
Cornerstone Planning Group
New Jersey
$220K +$30.4K +598 +16%
MAWA
216
Moss Adams Wealth Advisors
Washington
$219K +$225K +4,424 New
CCA
217
Cora Capital Advisors
New Jersey
$216K +$407 +8 +0.2%
CCWM
218
Cassaday & Co Wealth Management
Virginia
$212K +$662 +13 +0.3%
FIA
219
Foundations Investment Advisors
Arizona
$210K +$217K +4,259 New
BJL
220
Brighton Jones LLC
Washington
$210K -$4.33K -85 -2%
TSWM
221
Tyler-Stone Wealth Management
Ohio
$209K
NCM
222
Narwhal Capital Management
Georgia
$208K
Comerica Bank
223
Comerica Bank
Texas
$204K +$211K +4,139 New
SM
224
Sensible Money
Arizona
$203K
MFGP
225
Marshall Financial Group (Pennsylvania)
Pennsylvania
$202K -$5.91K -116 -3%