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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
76
Canal Capital Management
Virginia
$263K +$9.44K +219 +4%
CAMG
77
CWA Asset Management Group
Florida
$244K
MML Investors Services
78
MML Investors Services
Massachusetts
$237K +$235K +5,439 New
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$235K +$20.8K +482 +10%
FSA
80
Financial Sense Advisors
California
$218K +$215K +4,996 New
OAM
81
Occidental Asset Management
California
$206K +$204K +4,724 New
FAAS
82
First Allied Advisory Services
California
$204K +$202K +4,693 New
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$192K +$190K +4,412 New
IF
84
Ironwood Financial
Arizona
$175K
Creative Planning
85
Creative Planning
Kansas
$154K -$345 -8 -0.2%
GWM
86
Geneos Wealth Management
Colorado
$152K +$6.99K +162 +5%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$131K +$16K +370 +14%
JFA
88
JNBA Financial Advisors
Minnesota
$117K -$14.2K -330 -11%
CFG
89
CKW Financial Group
Hawaii
$117K +$10.2K +236 +10%
CFD
90
Creative Financial Designs
Indiana
$117K +$63.6K +1,474 +123%
RCA
91
Rowland Carmichael Advisors
Arizona
$116K -$5.82K -135 -5%
IIC
92
Integrated Investment Consultants
Michigan
$116K
MFW
93
Mosaic Family Wealth
Missouri
$99K
CCM
94
Cribstone Capital Management
Maine
$61K +$1.94K +45 +3%
FDCDDQ
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.6K +$53K +1,230 New
PG
96
Patten Group
Tennessee
$52K +$50.6K +1,173 New
CFA
97
Carroll Financial Associates
North Carolina
$47K
Citigroup
98
Citigroup
New York
$44K
WEC
99
Winslow Evans & Crocker
Massachusetts
$42.1K -$2.2K -51 -5%
RPG
100
Risk Paradigm Group
Texas
$37.1K