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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Summit Wealth Partners
Florida
$498K +$42.4K +923 +8%
MHS
77
M Holdings Securities
Oregon
$489K -$8.77K -191 -2%
FSG
78
Financial Strategies Group
Michigan
$486K +$9K +196 +2%
Charles Schwab
79
Charles Schwab
California
$473K +$524K +11,425 New
CCM
80
Canal Capital Management
Virginia
$470K +$150K +3,262 +40%
Stifel Financial
81
Stifel Financial
Missouri
$456K -$401K -8,730 -44%
BWM
82
Bernicke Wealth Management
Wisconsin
$451K -$10.9K -237 -2%
RBFC
83
Roman Butler Fullerton & Co
Missouri
$447K
SC
84
Scotia Capital
Ontario, Canada
$440K +$4.13K +90 +0.9%
GWM
85
Geneos Wealth Management
Colorado
$438K +$23.9K +520 +5%
UCFA
86
United Capital Financial Advisors
Texas
$419K +$267K +5,821 +135%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$410K -$2.18M -47,426 -82%
AWM
88
Avior Wealth Management
Nebraska
$396K
HSWM
89
Hubbell Strickland Wealth Management
Louisiana
$383K -$32.9K -717 -7%
BSAM
90
Blue Sky Asset Management
Colorado
$382K -$17.9K -389 -4%
TFA
91
Tobias Financial Advisors
Florida
$382K -$321 -7 -0.1%
AIA
92
Arbor Investment Advisors
North Carolina
$381K -$41.4K -902 -9%
TFS
93
TrustCore Financial Services
Tennessee
$379K -$116K -2,533 -22%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$370K -$19.3K -420 -4%
PA
95
PFG Advisors
Arizona
$361K -$19.6K -427 -5%
WP
96
WealthPLAN Partners
Nebraska
$360K
SCM
97
Stonehearth Capital Management
Massachusetts
$347K +$4.04K +88 +1%
FAAS
98
First Allied Advisory Services
California
$347K +$385K +8,393 New
Baird Financial Group
99
Baird Financial Group
Wisconsin
$345K
CA
100
Calton & Associates
Florida
$339K -$6.88K -150 -2%