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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
201
Dorval Corp
Minnesota
$354K -$12.3K -215 -3%
KOC
202
Koss-Olinger Consulting
Florida
$351K -$115 -2 -0%
GVAG
203
Great Valley Advisor Group
Delaware
$350K -$4.47K -78 -1%
Susquehanna International Group
204
Susquehanna International Group
Pennsylvania
$347K -$2.27M -39,646 -87%
Qube Research & Technologies (QRT)
205
Qube Research & Technologies (QRT)
United Kingdom
$345K -$203K -3,548 -38%
W
206
Wealthquest
Ohio
$342K -$44.6K -777 -12%
PAA
207
Peregrine Asset Advisers
Oregon
$333K
GCM
208
G2 Capital Management
Ohio
$331K -$58.8K -1,026 -16%
DP
209
Divergent Planning
Maryland
$330K -$573 -10 -0.2%
SG
210
StoneX Group
New York
$327K -$12.9K -225 -4%
MLFP
211
MPS Loria Financial Planners
Illinois
$324K +$70.9K +1,237 +29%
ACA
212
Atlas Capital Advisors
Wyoming
$324K -$44.4K -774 -12%
CPA
213
Clear Point Advisors
New York
$319K +$19.4K +338 +7%
CC
214
Cypress Capital
Tennessee
$316K -$460K -8,022 -60%
Comerica Bank
215
Comerica Bank
Texas
$307K +$78K +1,361 +36%
AFP
216
Ausdal Financial Partners
Iowa
$306K +$57 +1 +0%
FHA
217
Flagship Harbor Advisors
Massachusetts
$301K -$401 -7 -0.1%
SFG
218
Somnio Financial Group
Connecticut
$299K +$1.15K +20 +0.4%
CAM
219
Carret Asset Management
New York
$298K
VHAM
220
Van Hulzen Asset Management
California
$285K -$43.2K -754 -14%
CAL
221
Capital Analysts LLC
Pennsylvania
$284K -$91K -1,587 -25%
FHC
222
First Heartland Consultants
Missouri
$279K +$270K +4,707 New
SFG
223
Sovereign Financial Group
Connecticut
$276K
HWM
224
Howard Wealth Management
Connecticut
$275K -$3.73K -65 -1%
SFM
225
Signet Financial Management
New Jersey
$268K -$25.2K -440 -9%