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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHCM
76
Stokes & Hubbell Capital Management
Louisiana
$363K +$1.61K +36 +0.4%
SS
77
Simplicity Solutions
Minnesota
$351K +$353K +7,917 New
AF
78
Advisornet Financial
Minnesota
$346K +$16.5K +369 +5%
CCA
79
Clearwater Capital Advisors
Illinois
$333K +$12.4K +278 +4%
CCP
80
Cardan Capital Partners
Colorado
$332K +$73.5K +1,647 +28%
WDL
81
Well Done LLC
Michigan
$332K +$334K +7,491 New
CAMG
82
CWA Asset Management Group
Florida
$325K +$31.3K +701 +11%
RA
83
Rational Advisors
New York
$322K +$150K +3,355 +86%
MPPLM
84
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$319K -$178 -4 -0.1%
VA
85
Valmark Advisers
Ohio
$304K +$11.6K +260 +4%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$296K +$298K +6,670 New
PA
87
PFG Advisors
Arizona
$271K +$20.9K +468 +8%
WAM
88
Watermark Asset Management
California
$267K +$17K +380 +7%
JWM
89
JGP Wealth Management
Oregon
$266K +$268K +6,002 New
CWM
90
Chesapeake Wealth Management
Virginia
$263K +$26.8K +600 +11%
Northern Trust
91
Northern Trust
Illinois
$261K +$263K +5,894 New
CCM
92
Canal Capital Management
Virginia
$251K +$7.67K +172 +3%
Creative Planning
93
Creative Planning
Kansas
$245K +$246K +5,521 New
CBU
94
CIBC Bank USA
Illinois
$242K -$1.03K -23 -0.4%
DT
95
Diversified Trust
Tennessee
$241K
FSA
96
Financial Sense Advisors
California
$237K +$45 +1 +0%
TA
97
Tiedemann Advisors
New York
$234K
WC
98
Weil Company
California
$231K
BCA
99
Bay Colony Advisors
Massachusetts
$219K +$220K +4,935 New
CFD
100
Creative Financial Designs
Indiana
$212K +$6.02K +135 +3%