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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
76
Clearwater Capital Advisors
Illinois
$322K +$15.1K +335 +5%
MPPLM
77
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$320K -$23.8K -527 -7%
CWM
78
Cornerstone Wealth Management
Missouri
$320K -$7.78K -172 -2%
CAMG
79
CWA Asset Management Group
Florida
$296K +$14K +309 +5%
VA
80
Valmark Advisers
Ohio
$294K +$8.37K +185 +3%
NL
81
NWAM LLC
Washington
$267K -$4.48K -99 -2%
BSWM
82
Boston Standard Wealth Management
Massachusetts
$264K -$33.5K -741 -11%
CCP
83
Cardan Capital Partners
Colorado
$260K +$264K +5,838 New
WAM
84
Watermark Asset Management
California
$251K +$12.3K +272 +5%
PA
85
PFG Advisors
Arizona
$251K +$255K +5,633 New
CCM
86
Canal Capital Management
Virginia
$245K -$111K -2,459 -31%
CBU
87
CIBC Bank USA
Illinois
$244K
DT
88
Diversified Trust
Tennessee
$243K +$4.07K +90 +2%
FSA
89
Financial Sense Advisors
California
$239K -$6.96K -154 -3%
OAM
90
Occidental Asset Management
California
$237K +$240K +5,310 New
CWM
91
Chesapeake Wealth Management
Virginia
$237K +$241K +5,320 New
TA
92
Tiedemann Advisors
New York
$235K
WC
93
Weil Company
California
$232K
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$228K +$31.4K +695 +16%
AW
95
ACG Wealth
Georgia
$210K -$53.1K -1,174 -20%
BW
96
Bison Wealth
Georgia
$208K -$29.7K -657 -12%
CFD
97
Creative Financial Designs
Indiana
$207K +$66.2K +1,463 +46%
CFA
98
Camarda Financial Advisors
Florida
$196K -$52.4K -1,159 -21%
RCA
99
Rowland Carmichael Advisors
Arizona
$196K +$14.9K +330 +8%
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$190K +$7.01K +155 +4%