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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
76
Sandy Spring Bank
Maryland
$25K +$23.7K +625 New
RFWA
77
RPg Family Wealth Advisory
Massachusetts
$18.7K
FWM
78
Focused Wealth Management
New York
$16K +$76 +2 +0.5%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$14K
AF
80
Allworth Financial
California
$13K
AIP
81
Ameritas Investment Partners
Nebraska
$12K
GWM
82
Gupta Wealth Management
California
$12K
ASN
83
Advisory Services Network
Georgia
$11K +$10.5K +278 New
TFO
84
Tarbox Family Office
California
$9K
JP Morgan Chase
85
JP Morgan Chase
New York
$5K +$5.26K +139 New
RCM
86
Rain Capital Management
Oregon
$4.32K +$2.54K +67 +160%
ACM
87
Argentus Capital Management
Texas
$1K -$2.92K -77 -76%
SWP
88
Stratos Wealth Partners
Ohio
-$6.9M -177,377 Closed
JCM
89
Janney Capital Management
Pennsylvania
-$2.69M -69,102 Closed
AIS
90
Accurate Investment Solutions
Pennsylvania
-$2.54M -65,248 Closed
AFP
91
Ausdal Financial Partners
Iowa
-$1.37M -35,144 Closed
VF
92
Virtu Financial
New York
-$1.09M -28,143 Closed
NPC
93
National Planning Corporation
California
-$335K -9,048 Closed
CAMG
94
CWA Asset Management Group
Florida
-$320K -8,237 Closed
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
-$12K -300 Closed