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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MHS
51
M Holdings Securities
Oregon
$369K
NC
52
NewSquare Capital
Pennsylvania
$351K -$22.9K -605 -6%
BSWM
53
Boston Standard Wealth Management
Massachusetts
$350K +$336K +8,872 New
OAJ
54
Ogorek Anthony Joseph
New York
$341K -$11.6K -307 -3%
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$309K -$75.6K -1,996 -20%
VFP
56
Verus Financial Partners
Virginia
$305K +$88.4K +2,334 +43%
IFAM
57
Institutional & Family Asset Management
Colorado
$304K
FAAS
58
First Allied Advisory Services
California
$289K -$24.5K -648 -8%
KSA
59
Ken Stern & Associates
California
$284K +$27.5K +725 +11%
MFS
60
MSI Financial Services
Massachusetts
$265K -$43.5K -1,150 -15%
SBL
61
Sargent Bickham Lagudis
Colorado
$215K +$206K +5,453 New
Citigroup
62
Citigroup
New York
$213K
FWM
63
Frontier Wealth Management
Missouri
$203K
RCG
64
Ruggie Capital Group
Florida
$164K +$158K +4,165 New
IF
65
Ironwood Financial
Arizona
$160K +$153K +4,052 New
GWM
66
Geneos Wealth Management
Colorado
$150K +$145K +3,821 New
RCA
67
Rowland Carmichael Advisors
Arizona
$145K +$139K +3,671 New
Creative Planning
68
Creative Planning
Kansas
$134K +$1.06K +28 +0.8%
AIG
69
American International Group
New York
$93K +$65.1K +1,720 +270%
CFG
70
CKW Financial Group
Hawaii
$90K +$12.6K +332 +17%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$88K -$757 -20 -0.9%
IA
72
IFP Advisors
Florida
$66K -$410K -10,840 -88%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$59K
AWM
74
AllSquare Wealth Management
New York
$43K -$9.09K -240 -18%
WEC
75
Winslow Evans & Crocker
Massachusetts
$42K -$947 -25 -2%