iShares Core 60/40 Balanced Allocation ETF
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAS
26
Partnervest Advisory Services
Santa Barbara,
California
| $149K | +$151K | +4,210 | New |
|
27
Creative Planning
Overland Park,
Kansas
| $114K | +$116K | +3,222 | New |
|
|
SFS
28
Signator Financial Services
Boston,
Massachusetts
| $74K | +$74.7K | +2,075 | New |
|
29
Citigroup
New York
| $59K | +$59.9K | +1,665 | New |
|
|
WA
30
WFG Advisors
Dallas,
Texas
| $27K | +$27K | +750 | New |
|
|
AA
31
AlphaMark Advisors
Ft. Wright,
Kentucky
| $17K | +$16.8K | +468 | New |
|
|
PWAG
32
Polaris Wealth Advisory Group
San Rafael,
California
| $16.1K | +$16.3K | +454 | New |
|
|
PFO
33
Pathstone Family Office
Englewood,
New Jersey
| $3K | +$2.88K | +80 | New |
|