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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
51
Advisor Group
Arizona
$811K +$222K +4,891 +37%
MML Investors Services
52
MML Investors Services
Massachusetts
$780K +$495K +10,890 +168%
JCM
53
Janney Capital Management
Pennsylvania
$770K +$779K +17,147 New
WP
54
WealthPLAN Partners
Nebraska
$719K -$21.9K -481 -3%
BRM
55
Boston Research & Management
Massachusetts
$716K -$90.4K -1,990 -11%
DDPOM
56
Delta Dental Plan of Michigan
Michigan
$703K +$726K +15,986 New
TC
57
Trilogy Capital
California
$700K +$708K +15,581 New
PA
58
Parallel Advisors
California
$673K
JMPWA
59
JP Morgan Private Wealth Advisors
California
$630K
Bank of New York Mellon
60
Bank of New York Mellon
New York
$602K +$45 +1 +0%
MHS
61
M Holdings Securities
Oregon
$485K -$22.8K -502 -4%
AWM
62
Avior Wealth Management
Nebraska
$481K -$35.4K -780 -7%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$454K -$85.9K -1,890 -16%
SC
64
Scotia Capital
Ontario, Canada
$418K +$32.5K +716 +8%
ACM
65
Aviance Capital Management
Florida
$402K +$120K +2,645 New
PAG
66
Private Advisor Group
New Jersey
$401K -$536K -11,807 -53%
OC
67
Oakworth Capital
Alabama
$390K -$105K -2,310 -21%
SWP
68
Stratos Wealth Partners
Ohio
$390K
KSA
69
Ken Stern & Associates
California
$386K -$42.4K -934 -10%
FA
70
FDx Advisors
Illinois
$385K +$32.9K +724 +9%
SHCM
71
Stokes & Hubbell Capital Management
Louisiana
$364K -$6.95K -153 -2%
Renaissance Technologies
72
Renaissance Technologies
New York
$362K +$366K +8,062 New
CCM
73
Canal Capital Management
Virginia
$357K +$27.9K +615 +8%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$350K +$6K +132 +2%
MPPLM
75
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$347K +$351K +7,714 New