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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Annex Advisory Services
Wisconsin
$386K +$80.3K +2,005 +26%
NPC
27
National Planning Corporation
California
$352K
ACS
28
Archford Capital Strategies
Illinois
$321K +$170K +4,251 +109%
NPF
29
Norris Perne & French
Michigan
$229K
AWM
30
Avior Wealth Management
Nebraska
$155K +$5.81K +145 +4%
Creative Planning
31
Creative Planning
Kansas
$144K +$14.3K +357 +11%
MFS
32
MSI Financial Services
Massachusetts
$102K +$103K +2,580 New
PAG
33
Private Advisor Group
New Jersey
$97K +$98.5K +2,458 New
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$82K
CFG
35
CKW Financial Group
Hawaii
$72K +$1.52K +38 +2%
AIG
36
American International Group
New York
$67.4K +$20K +500 +41%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$59K
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$55K -$25K -625 -31%
NFG
39
Next Financial Group
Texas
$53K +$53.6K +1,337 New
BRWM
40
B. Riley Wealth Management
Tennessee
$26K
WEC
41
Winslow Evans & Crocker
Massachusetts
$19.7K +$20K +500 New
FWM
42
Focused Wealth Management
New York
$16K
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$8K +$8.01K +200 New
PIA
44
Peachtree Investment Advisors
Georgia
$5K +$4.81K +120 New
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
-$497K -12,284 Closed
MG
46
MDE Group
New Jersey
-$74K -1,839 Closed
PAS
47
Partnervest Advisory Services
California
-$48K -1,183 Closed