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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$363K -$23.3K -520 -6%
WDL
77
Well Done LLC
Michigan
$338K
MML Investors Services
78
MML Investors Services
Massachusetts
$332K -$304K -6,795 -48%
CAMG
79
CWA Asset Management Group
Florida
$324K -$6.54K -146 -2%
KSA
80
Ken Stern & Associates
California
$313K -$107K -2,379 -26%
VA
81
Valmark Advisers
Ohio
$283K -$26.7K -595 -9%
FIA
82
Foundations Investment Advisors
Arizona
$281K +$278K +6,216 New
CWM
83
Chesapeake Wealth Management
Virginia
$280K +$12.8K +285 +5%
JWM
84
JGP Wealth Management
Oregon
$275K +$3.99K +89 +1%
RA
85
Rational Advisors
New York
$273K -$53.3K -1,189 -16%
WAM
86
Watermark Asset Management
California
$264K -$7.3K -163 -3%
VHAM
87
Van Hulzen Asset Management
California
$261K +$51.8K +1,156 +25%
CFD
88
Creative Financial Designs
Indiana
$249K +$32.9K +735 +15%
SS
89
Simplicity Solutions
Minnesota
$248K -$108K -2,422 -31%
DT
90
Diversified Trust
Tennessee
$247K +$1.79K +40 +0.7%
CBU
91
CIBC Bank USA
Illinois
$245K -$717 -16 -0.3%
PA
92
PFG Advisors
Arizona
$242K -$20.3K -454 -7%
FSA
93
Financial Sense Advisors
California
$242K +$45 +1 +0%
CCM
94
Canal Capital Management
Virginia
$240K -$15.1K -337 -6%
BCA
95
Bay Colony Advisors
Massachusetts
$240K +$17K +379 +8%
TA
96
Tiedemann Advisors
New York
$238K
OAM
97
Occidental Asset Management
California
$238K +$24.8K +553 +12%
WC
98
Weil Company
California
$235K
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$228K +$18.5K +413 +9%
BSWM
100
Boston Standard Wealth Management
Massachusetts
$221K +$221K +4,934 New