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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
76
Advisor Group
Arizona
$208K +$27.4K +678 +15%
GWM
77
Geneos Wealth Management
Colorado
$202K +$7.24K +179 +4%
CCM
78
Canal Capital Management
Virginia
$202K +$202K +4,989 New
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$199K +$13.7K +339 +7%
MFS
80
MSI Financial Services
Massachusetts
$171K -$103K -2,557 -38%
IF
81
Ironwood Financial
Arizona
$163K -$1.42K -35 -0.9%
HR
82
Howe & Rusling
New York
$151K +$151K +3,731 New
Creative Planning
83
Creative Planning
Kansas
$144K -$3.96K -98 -3%
RCA
84
Rowland Carmichael Advisors
Arizona
$114K +$2.43K +60 +2%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$107K
CFG
86
CKW Financial Group
Hawaii
$99K +$2.35K +58 +2%
JFA
87
JNBA Financial Advisors
Minnesota
$96K +$95.9K +2,371 New
TFO
88
Tarbox Family Office
California
$64K +$54.2K +1,339 +565%
IIC
89
Integrated Investment Consultants
Michigan
$62K
CCM
90
Cribstone Capital Management
Maine
$54K
SF
91
Synovus Financial
Georgia
$50K +$50.2K +1,241 New
CFA
92
Carroll Financial Associates
North Carolina
$44K +$44.5K +1,100 New
WEC
93
Winslow Evans & Crocker
Massachusetts
$41.2K
Citigroup
94
Citigroup
New York
$41K -$50.6K -1,250 -56%
PSW
95
Portfolio Strategies (Washington)
Washington
$37K +$36.5K +902 New
RPG
96
Risk Paradigm Group
Texas
$34.5K +$3.4K +84 +11%
AWM
97
AllSquare Wealth Management
New York
$28K -$1.82K -45 -6%
NFG
98
Next Financial Group
Texas
$26K
SSB
99
Sandy Spring Bank
Maryland
$25K
BlackRock
100
BlackRock
New York
$23K -$7.2K -178 -24%