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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Advisornet Financial
Minnesota
$343K +$347K +7,632 New
CWM
77
Cornerstone Wealth Management
Missouri
$337K +$45.1K +993 +15%
CCA
78
Clearwater Capital Advisors
Illinois
$309K +$8.72K +192 +3%
CCM
79
Crabel Capital Management
California
$308K +$311K +6,855 New
BSWM
80
Boston Standard Wealth Management
Massachusetts
$300K -$35K -771 -10%
VA
81
Valmark Advisers
Ohio
$288K +$291K +6,415 New
CAMG
82
CWA Asset Management Group
Florida
$284K +$35.2K +775 +14%
NL
83
NWAM LLC
Washington
$274K +$277K +6,099 New
AW
84
ACG Wealth
Georgia
$264K +$267K +5,886 New
CFA
85
Camarda Financial Advisors
Florida
$249K +$252K +5,547 New
FSA
86
Financial Sense Advisors
California
$247K +$6.09K +134 +2%
CBU
87
CIBC Bank USA
Illinois
$246K -$77.9K -1,715 -24%
WAM
88
Watermark Asset Management
California
$241K -$31.5K -693 -11%
DT
89
Diversified Trust
Tennessee
$240K +$243K +5,353 New
BW
90
Bison Wealth
Georgia
$239K -$18.2K -400 -7%
TA
91
Tiedemann Advisors
New York
$238K
Stifel Financial
92
Stifel Financial
Missouri
$235K
WC
93
Weil Company
California
$234K +$236K +5,200 New
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$224K +$227K +4,991 New
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$198K
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$185K +$24.4K +538 +15%
RCA
97
Rowland Carmichael Advisors
Arizona
$182K +$63.1K +1,389 +52%
IF
98
Ironwood Financial
Arizona
$179K -$364 -8 -0.2%
AWA
99
Acorn Wealth Advisors
Michigan
$176K +$175K +3,856 New
FAAS
100
First Allied Advisory Services
California
$174K -$38.4K -846 -18%