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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
76
Strategic Family Wealth Counselors
New Jersey
$553K +$573K +13,393 New
RBFC
77
Roman Butler Fullerton & Co
Missouri
$540K +$547K +12,780 New
IA
78
IFP Advisors
Florida
$521K -$347K -8,100 -39%
FIA
79
Foundations Investment Advisors
Arizona
$519K +$243K +5,677 +91%
CFA
80
Cahill Financial Advisors
Minnesota
$515K +$534K +12,465 New
SCM
81
Stonehearth Capital Management
Massachusetts
$514K -$984 -23 -0.2%
BHWM
82
Bay Harbor Wealth Management
Maryland
$503K +$521K +12,170 New
KA
83
Kovack Advisors
Florida
$498K +$516K +12,050 New
MHS
84
M Holdings Securities
Oregon
$483K +$128 +3 +0%
AWM
85
Avior Wealth Management
Nebraska
$443K +$342 +8 +0.1%
DAS
86
Dynamic Advisor Solutions
Arizona
$440K -$375K -8,770 -46%
SC
87
Scotia Capital
Ontario, Canada
$426K -$4.32K -101 -0.9%
AWA
88
Acorn Wealth Advisors
Michigan
$425K +$2.1K +49 +0.5%
MPPLM
89
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$424K -$75.3K -1,759 -15%
US Bancorp
90
US Bancorp
Minnesota
$421K
SHCM
91
Stokes & Hubbell Capital Management
Louisiana
$381K -$9.2K -215 -2%
MWP
92
MYCIO Wealth Partners
Pennsylvania
$346K +$359K +8,382 New
PPP
93
Private Portfolio Partners
New Jersey
$335K +$347K +8,111 New
PAM
94
Peak Asset Management
Colorado
$334K -$177K -4,145 -34%
CWM
95
Cornerstone Wealth Management
Missouri
$321K +$333K +7,777 New
GWMIA
96
Global Wealth Management Investment Advisory
Florida
$306K +$317K +7,410 New
PV
97
Private Vista
Illinois
$301K +$312K +7,293 New
NFG
98
Next Financial Group
Texas
$299K +$310K +7,241 New
CAMG
99
CWA Asset Management Group
Florida
$298K +$1.11K +26 +0.4%
VHAM
100
Van Hulzen Asset Management
California
$290K +$53.1K +1,241 +21%