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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
$407K +$4.04K +102 +1%
SC
52
Scotia Capital
Ontario, Canada
$383K
VFP
53
Verus Financial Partners
Virginia
$360K +$49.4K +1,248 +16%
Citadel Advisors
54
Citadel Advisors
Florida
$359K -$259K -6,537 -42%
OAJ
55
Ogorek Anthony Joseph
New York
$356K +$10.7K +271 +3%
MHS
56
M Holdings Securities
Oregon
$355K -$19.1K -482 -5%
RCG
57
Ruggie Capital Group
Florida
$325K +$157K +3,955 +95%
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$321K +$7.25K +183 +2%
SHCM
59
Stokes & Hubbell Capital Management
Louisiana
$318K +$315K +7,955 New
KSA
60
Ken Stern & Associates
California
$315K +$26.2K +662 +9%
NFG
61
Nations Financial Group
Iowa
$300K -$188K -4,743 -39%
RJA
62
Raymond James & Associates
Florida
$273K +$270K +6,817 New
MFS
63
MSI Financial Services
Massachusetts
$269K
FAAS
64
First Allied Advisory Services
California
$241K -$50.7K -1,280 -17%
HighTower Advisors
65
HighTower Advisors
Illinois
$225K +$223K +5,624 New
CAMG
66
CWA Asset Management Group
Florida
$219K +$217K +5,480 New
CCA
67
Clearwater Capital Advisors
Illinois
$217K +$216K +5,464 New
WP
68
WealthPLAN Partners
Nebraska
$200K +$198K +5,000 New
GWM
69
Geneos Wealth Management
Colorado
$190K +$36.2K +915 +24%
Citigroup
70
Citigroup
New York
$180K -$35.6K -900 -17%
IF
71
Ironwood Financial
Arizona
$162K
RCA
72
Rowland Carmichael Advisors
Arizona
$145K -$2.18K -55 -1%
AG
73
Advisor Group
Arizona
$140K +$140K +3,539 New
Creative Planning
74
Creative Planning
Kansas
$129K -$6.42K -162 -5%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$99K +$9.82K +248 +11%