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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KSA
51
Ken Stern & Associates
California
$232K +$22.9K +555 +11%
AWM
52
Avior Wealth Management
Nebraska
$165K +$4.66K +113 +3%
IF
53
Ironwood Financial
Arizona
$164K
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$106K -$9.16K -222 -8%
CFG
55
CKW Financial Group
Hawaii
$76K -$2.72K -66 -3%
AIG
56
American International Group
New York
$69.2K
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$61K
AWM
58
AllSquare Wealth Management
New York
$59K -$58.2K -1,409 -49%
WEC
59
Winslow Evans & Crocker
Massachusetts
$48.3K +$22.5K +546 +85%
SCA
60
Strategic Capital Alternatives
United States
$30K
AIP
61
Ameritas Investment Partners
Nebraska
$18K
FWM
62
Focused Wealth Management
New York
$18K +$41 +1 +0.2%
GWM
63
Gupta Wealth Management
California
$13K
AF
64
Allworth Financial
California
$13K +$6.56K +159 +96%
PIA
65
Peachtree Investment Advisors
Georgia
$12K
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$8K
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
-$264K -6,478 Closed
Creative Planning
68
Creative Planning
Kansas
-$137K -3,366 Closed
NFG
69
Next Financial Group
Texas
-$13K -337 Closed
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$10K -250 Closed