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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
Argentus Capital Management
Texas
$752K +$746K +18,411 New
NC
27
NewSquare Capital
Pennsylvania
$628K -$277K -6,830 -31%
CA
28
Cetera Advisors
Colorado
$615K +$50.5K +1,248 +9%
Citigroup
29
Citigroup
New York
$557K -$511K -12,625 -48%
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$538K +$53.9K +1,331 +11%
ACS
31
Archford Capital Strategies
Illinois
$494K +$39.7K +980 +9%
SI
32
SII Investments
Wisconsin
$476K +$67.6K +1,668 +17%
OC
33
Oakworth Capital
Alabama
$434K -$53.5K -1,320 -11%
OAJ
34
Ogorek Anthony Joseph
New York
$431K +$3.69K +91 +0.9%
Jane Street
35
Jane Street
New York
$422K +$418K +10,330 New
GC
36
Gratus Capital
Georgia
$347K -$24.9K -614 -7%
Ameriprise
37
Ameriprise
Minnesota
$302K -$88.7K -2,189 -23%
W
38
Wealthquest
Ohio
$298K +$3.32K +82 +1%
Wells Fargo
39
Wells Fargo
California
$288K -$759K -18,752 -73%
BSWM
40
Boston Standard Wealth Management
Massachusetts
$272K +$17.2K +425 +7%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$264K +$262K +6,478 New
NPF
42
Norris Perne & French
Michigan
$237K
FAAS
43
First Allied Advisory Services
California
$212K +$212K +5,233 New
KSA
44
Ken Stern & Associates
California
$211K +$209K +5,163 New
IF
45
Ironwood Financial
Arizona
$165K
AWM
46
Avior Wealth Management
Nebraska
$161K +$364 +9 +0.2%
Creative Planning
47
Creative Planning
Kansas
$137K +$2.92K +72 +2%
AWM
48
AllSquare Wealth Management
New York
$117K -$5.67K -140 -5%
MAA
49
Managed Account Advisors
New Jersey
$116K -$42.2M -1,041,304 -100%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$116K +$11.7K +290 +11%