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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
76
MML Investors Services
Massachusetts
$290K +$45.4K +1,029 +19%
CWM
77
Cornerstone Wealth Management
Missouri
$288K +$4.37K +99 +2%
WAM
78
Watermark Asset Management
California
$271K -$22.4K -507 -8%
BW
79
Bison Wealth
Georgia
$257K -$31.4K -711 -11%
CAMG
80
CWA Asset Management Group
Florida
$249K -$1.46K -33 -0.6%
FSA
81
Financial Sense Advisors
California
$241K +$16.6K +376 +8%
TA
82
Tiedemann Advisors
New York
$237K +$233K +5,274 New
Stifel Financial
83
Stifel Financial
Missouri
$235K +$231K +5,237 New
FAAS
84
First Allied Advisory Services
California
$212K +$265 +6 +0.1%
Koshinski Asset Management
85
Koshinski Asset Management
Illinois
$204K +$201K +4,551 New
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$198K
IF
87
Ironwood Financial
Arizona
$179K -$1.19K -27 -0.7%
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$160K -$80.5K -1,824 -34%
GWM
89
Geneos Wealth Management
Colorado
$155K -$1.81K -41 -1%
CFD
90
Creative Financial Designs
Indiana
$147K +$26.6K +602 +22%
US Bancorp
91
US Bancorp
Minnesota
$146K +$143K +3,246 New
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$134K
JFA
93
JNBA Financial Advisors
Minnesota
$124K +$3K +68 +3%
RCA
94
Rowland Carmichael Advisors
Arizona
$120K
IIC
95
Integrated Investment Consultants
Michigan
$119K
CFG
96
CKW Financial Group
Hawaii
$116K -$4.5K -102 -4%
CCM
97
Cribstone Capital Management
Maine
$78K +$15.1K +342 +25%
FDCDDQ
98
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.1K
PG
99
Patten Group
Tennessee
$53K
CFA
100
Carroll Financial Associates
North Carolina
$49K