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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
51
JP Morgan Private Wealth Advisors
California
$628K
Bank of New York Mellon
52
Bank of New York Mellon
New York
$601K
AG
53
Advisor Group
Arizona
$591K +$32.9K +746 +6%
RJA
54
Raymond James & Associates
Florida
$567K -$197K -4,468 -26%
CM
55
Churchill Management
California
$566K +$557K +12,629 New
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$538K
AWM
57
Avior Wealth Management
Nebraska
$515K +$618 +14 +0.1%
MHS
58
M Holdings Securities
Oregon
$507K -$9K -204 -2%
AWM
59
AE Wealth Management
Kansas
$480K +$472K +10,707 New
OC
60
Oakworth Capital
Alabama
$479K
VFP
61
Verus Financial Partners
Virginia
$463K -$26.7K -604 -6%
NPC
62
National Planning Corporation
California
$449K -$42.4K -961 -9%
KSA
63
Ken Stern & Associates
California
$430K +$130K +2,952 +45%
SWP
64
Stratos Wealth Partners
Ohio
$389K
SC
65
Scotia Capital
Ontario, Canada
$384K -$11.9K -269 -3%
SHCM
66
Stokes & Hubbell Capital Management
Louisiana
$370K +$22.5K +511 +7%
FA
67
FDx Advisors
Illinois
$352K -$8.3K -188 -2%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$343K +$3.31K +75 +1%
SI
69
SII Investments
Wisconsin
$336K -$77.7K -1,761 -19%
BSWM
70
Boston Standard Wealth Management
Massachusetts
$335K -$7.06K -160 -2%
CCM
71
Canal Capital Management
Virginia
$329K +$57K +1,291 +21%
BIAS
72
Beacon Investment Advisory Services
New Jersey
$328K +$324K +7,334 New
CBU
73
CIBC Bank USA
Illinois
$322K -$13.5K -307 -4%
VF
74
Virtu Financial
New York
$310K +$305K +6,921 New
CCA
75
Clearwater Capital Advisors
Illinois
$300K -$618 -14 -0.2%