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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Cetera Advisors
Colorado
$538K -$74.2K -1,624 -12%
CAMG
77
CWA Asset Management Group
Florida
$532K +$23.8K +522 +5%
MHS
78
M Holdings Securities
Oregon
$531K -$16.8K -369 -3%
AWM
79
Avior Wealth Management
Nebraska
$531K +$6.25K +137 +1%
BWM
80
Bernicke Wealth Management
Wisconsin
$517K +$3.93K +86 +0.8%
DAS
81
Dynamic Advisor Solutions
Arizona
$511K +$10.5K +231 +2%
RBFC
82
Roman Butler Fullerton & Co
Missouri
$503K -$26K -570 -5%
SC
83
Scotia Capital
Ontario, Canada
$480K -$8.26K -181 -2%
AWA
84
Acorn Wealth Advisors
Michigan
$475K +$16.6K +364 +4%
BOPW
85
Brandywine Oak Private Wealth
Pennsylvania
$470K +$198K +4,343 +74%
HSWM
86
Hubbell Strickland Wealth Management
Louisiana
$462K +$458K +10,025 New
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$425K +$36.9K +808 +10%
PA
88
PFG Advisors
Arizona
$422K +$121K +2,653 +40%
MPPLM
89
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$412K -$17.5K -383 -4%
APA
90
American Portfolios Advisors
New York
$409K -$4.47K -98 -1%
BHWM
91
Bay Harbor Wealth Management
Maryland
$397K +$183 +4 +0%
SCM
92
Stonehearth Capital Management
Massachusetts
$390K -$30.8K -674 -7%
MWP
93
MYCIO Wealth Partners
Pennsylvania
$386K
AIA
94
Arbor Investment Advisors
North Carolina
$370K +$2.92K +64 +0.8%
TF
95
TimeScale Financial
Massachusetts
$367K
PPP
96
Private Portfolio Partners
New Jersey
$357K -$11.2K -246 -3%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$342K -$46 -1 -0%
CPO
98
Cerity Partners OCIO
New York
$335K -$8.31K -182 -2%
US Bancorp
99
US Bancorp
Minnesota
$320K
RA
100
Rational Advisors
New York
$318K +$87.2K +1,910 +38%