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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NPC
51
National Planning Corporation
California
$335K +$356K +9,048 New
CAMG
52
CWA Asset Management Group
Florida
$320K +$324K +8,237 New
FAAS
53
First Allied Advisory Services
California
$311K -$748 -19 -0.2%
MFS
54
MSI Financial Services
Massachusetts
$306K -$124K -3,152 -29%
IFAM
55
Institutional & Family Asset Management
Colorado
$304K +$308K +7,830 New
KSA
56
Ken Stern & Associates
California
$252K +$16.6K +421 +7%
PWAG
57
Polaris Wealth Advisory Group
California
$243K +$246K +6,255 New
Citigroup
58
Citigroup
New York
$210K -$5.67K -144 -3%
VFP
59
Verus Financial Partners
Virginia
$210K +$213K +5,404 New
FWM
60
Frontier Wealth Management
Missouri
$200K +$203K +5,153 New
WP
61
WealthPLAN Partners
Nebraska
$194K +$197K +5,000 New
AWM
62
Avior Wealth Management
Nebraska
$172K +$5.95K +151 +4%
Creative Planning
63
Creative Planning
Kansas
$131K
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$87K -$5.55K -141 -6%
CFG
65
CKW Financial Group
Hawaii
$76K +$1.93K +49 +3%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$58K
AWM
67
AllSquare Wealth Management
New York
$51K
WEC
68
Winslow Evans & Crocker
Massachusetts
$42.4K +$13.4K +340 +45%
AIG
69
American International Group
New York
$25K +$2.72K +69 +12%
RFWA
70
RPg Family Wealth Advisory
Massachusetts
$18.5K +$18.7K +475 New
FWM
71
Focused Wealth Management
New York
$16K +$39 +1 +0.2%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$14K
AF
73
Allworth Financial
California
$13K
GWM
74
Gupta Wealth Management
California
$12K
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$12K +$11.8K +300 New