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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$108K +$107K +2,626 New
CFG
77
CKW Financial Group
Hawaii
$98K +$1.43K +35 +1%
Citigroup
78
Citigroup
New York
$93K -$91.7K -2,250 -50%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$75K -$11.6M -285,046 -99%
IIC
80
Integrated Investment Consultants
Michigan
$62K +$26.9K +661 +76%
CCM
81
Cribstone Capital Management
Maine
$53K
WEC
82
Winslow Evans & Crocker
Massachusetts
$41.8K -$2.04K -50 -5%
RPG
83
Risk Paradigm Group
Texas
$31.5K +$31.2K +766 New
BlackRock
84
BlackRock
New York
$31K +$30.4K +746 New
AWM
85
AllSquare Wealth Management
New York
$30K -$10.3K -252 -26%
SSB
86
Sandy Spring Bank
Maryland
$26K
NFG
87
Next Financial Group
Texas
$26K +$25.6K +629 New
RFWA
88
RPg Family Wealth Advisory
Massachusetts
$19.5K -$19.4K -475 -50%
FWM
89
Focused Wealth Management
New York
$17K +$122 +3 +0.7%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$15K
AIP
91
Ameritas Investment Partners
Nebraska
$12K
TFO
92
Tarbox Family Office
California
$10K
AF
93
Allworth Financial
California
$8K
RCM
94
Rain Capital Management
Oregon
$6.81K -$1.39K -34 -17%
ASN
95
Advisory Services Network
Georgia
$6K
Mariner
96
Mariner
Kansas
$4K +$4.4K +108 New
RA
97
RFG Advisory
Alabama
-$2.62M -65,507 Closed
Fidelity Investments
98
Fidelity Investments
Massachusetts
-$574K -14,457 Closed
NFG
99
Nations Financial Group
Iowa
-$300K -7,495 Closed
SEI Investments
100
SEI Investments
Pennsylvania
-$23K -582 Closed