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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Avior Wealth Management
Nebraska
$163K +$8.03K +203 +5%
IF
52
Ironwood Financial
Arizona
$155K
Creative Planning
53
Creative Planning
Kansas
$128K +$133K +3,366 New
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$91K -$9.1K -230 -9%
CFG
55
CKW Financial Group
Hawaii
$73K +$1.82K +46 +2%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$57K
AWM
57
AllSquare Wealth Management
New York
$50K -$5.18K -131 -9%
SEI Investments
58
SEI Investments
Pennsylvania
$30K +$30.7K +776 New
WEC
59
Winslow Evans & Crocker
Massachusetts
$28.6K -$17.5K -442 -37%
AIG
60
American International Group
New York
$22K -$45K -1,138 -67%
ACM
61
Argentus Capital Management
Texas
$20K -$385K -9,743 -95%
SCA
62
Strategic Capital Alternatives
United States
$16K -$12.7K -320 -44%
FWM
63
Focused Wealth Management
New York
$15K -$1.86K -47 -10%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$14K +$6.33K +160 +80%
AF
65
Allworth Financial
California
$12K
GWM
66
Gupta Wealth Management
California
$12K
AIP
67
Ameritas Investment Partners
Nebraska
$11K -$5.93K -150 -33%
TFO
68
Tarbox Family Office
California
$9K +$9.37K +237 New
WCM
69
Windsor Capital Management
Arizona
$5K +$5.18K +131 New
BWM
70
Braver Wealth Management
Massachusetts
-$1.01M -24,837 Closed
VF
71
Virtu Financial
New York
-$623K -15,355 Closed
VFAM
72
Valley Forge Asset Management
Pennsylvania
-$304K -7,500 Closed
PAG
73
Private Advisor Group
New Jersey
-$239K -5,893 Closed
PIA
74
Peachtree Investment Advisors
Georgia
-$12K -285 Closed