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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
51
CKW Financial Group
Hawaii
$79K +$2.96K +73 +4%
AIG
52
American International Group
New York
$69.7K
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$61K
MFS
54
MSI Financial Services
Massachusetts
$32K +$24.3K +600 +343%
SCA
55
Strategic Capital Alternatives
United States
$30K +$29.7K +734 New
WEC
56
Winslow Evans & Crocker
Massachusetts
$26.4K +$5.91K +146 +29%
AIP
57
Ameritas Investment Partners
Nebraska
$18K -$132K -3,262 -88%
FWM
58
Focused Wealth Management
New York
$18K +$2.06K +51 +13%
NFG
59
Next Financial Group
Texas
$13K
GWM
60
Gupta Wealth Management
California
$13K +$12.6K +310 New
PIA
61
Peachtree Investment Advisors
Georgia
$12K +$4.05K +100 +54%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10K -$73.9K -1,825 -88%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$8K
AF
64
Allworth Financial
California
$7K +$6.72K +166 New
SIA
65
Stancorp Investment Advisers
Oregon
$3K
SFG
66
Sage Financial Group
Pennsylvania
-$553K -13,789 Closed
SWP
67
Stratos Wealth Partners
Ohio
-$544K -13,562 Closed
NPC
68
National Planning Corporation
California
-$477K -11,991 Closed
WFG
69
Windsor Financial Group
Minnesota
-$201K -5,000 Closed
BRWM
70
B. Riley Wealth Management
Tennessee
-$27K -673 Closed