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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSWM
51
Boston Standard Wealth Management
Massachusetts
$445K -$9.27K -229 -2%
RJA
52
Raymond James & Associates
Florida
$432K +$121K +3,000 +39%
BW
53
Bison Wealth
Georgia
$425K -$124K -3,065 -23%
KSA
54
Ken Stern & Associates
California
$417K +$50.8K +1,255 +14%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$413K
AWM
56
Avior Wealth Management
Nebraska
$404K +$9.22K +228 +2%
CBU
57
CIBC Bank USA
Illinois
$400K -$5.71K -141 -1%
VFP
58
Verus Financial Partners
Virginia
$379K -$3.08K -76 -0.8%
CCA
59
Clearwater Capital Advisors
Illinois
$378K +$43.1K +1,064 +13%
SC
60
Scotia Capital
Ontario, Canada
$362K -$19.3K -478 -5%
MHS
61
M Holdings Securities
Oregon
$360K
OC
62
Oakworth Capital
Alabama
$352K
OAJ
63
Ogorek Anthony Joseph
New York
$344K
RCG
64
Ruggie Capital Group
Florida
$323K -$706K -17,460 -69%
CA
65
Cetera Advisors
Colorado
$319K +$319K +7,887 New
SHCM
66
Stokes & Hubbell Capital Management
Louisiana
$313K -$14.5K -359 -4%
SWP
67
Stratos Wealth Partners
Ohio
$297K +$297K +7,329 New
LF
68
Lee Financial
Texas
$277K +$276K +6,822 New
JCM
69
Janney Capital Management
Pennsylvania
$271K +$270K +6,685 New
FHC
70
First Heartland Consultants
Missouri
$258K -$15.3K -378 -6%
G
71
Gainplan
Michigan
$248K +$247K +6,107 New
CAMG
72
CWA Asset Management Group
Florida
$239K
FA
73
FDx Advisors
Illinois
$233K +$232K +5,734 New
HighTower Advisors
74
HighTower Advisors
Illinois
$232K -$12.7K -314 -5%
GC
75
Gilbert & Cook
Iowa
$231K +$230K +5,694 New