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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
76
Wealthquest
Ohio
$596K -$8.13K -187 -1%
FIA
77
Foundations Investment Advisors
Arizona
$580K +$47K +1,081 +9%
RFN
78
RDA Financial Network
Iowa
$546K +$525K +12,091 New
KA
79
Kovack Advisors
Florida
$539K
MHS
80
M Holdings Securities
Oregon
$530K +$6.74K +155 +1%
RBFC
81
Roman Butler Fullerton & Co
Missouri
$527K -$42.8K -985 -8%
AWM
82
Avior Wealth Management
Nebraska
$509K +$29.3K +675 +6%
SCM
83
Stonehearth Capital Management
Massachusetts
$508K -$46.2K -1,063 -9%
CAMG
84
CWA Asset Management Group
Florida
$496K +$168K +3,873 +54%
SC
85
Scotia Capital
Ontario, Canada
$477K -$3.78K -87 -0.8%
DAS
86
Dynamic Advisor Solutions
Arizona
$458K
US Bancorp
87
US Bancorp
Minnesota
$455K
AWA
88
Acorn Wealth Advisors
Michigan
$441K -$14K -323 -3%
SHCM
89
Stokes & Hubbell Capital Management
Louisiana
$433K +$19.7K +453 +5%
MPPLM
90
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$401K -$55.8K -1,283 -13%
Wolverine Trading
91
Wolverine Trading
Illinois
$397K +$386K +8,872 New
BHWM
92
Bay Harbor Wealth Management
Maryland
$383K -$157K -3,610 -30%
SWP
93
Stratos Wealth Partners
Ohio
$378K -$2.24M -51,500 -86%
AF
94
Advisornet Financial
Minnesota
$378K +$123K +2,837 +50%
Stifel Financial
95
Stifel Financial
Missouri
$376K -$2.6M -59,722 -88%
MWP
96
MYCIO Wealth Partners
Pennsylvania
$375K
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$372K -$2.73M -62,768 -88%
TF
98
TimeScale Financial
Massachusetts
$368K +$139K +3,190 +63%
PPP
99
Private Portfolio Partners
New Jersey
$363K +$739 +17 +0.2%
AIA
100
Arbor Investment Advisors
North Carolina
$355K +$345K +7,949 New