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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FSG
76
Financial Strategies Group
Michigan
$558K +$13K +292 +2%
MHS
77
M Holdings Securities
Oregon
$549K +$311 +7 +0.1%
LNC
78
Lincoln National Corp
Pennsylvania
$547K -$116K -2,620 -18%
HighTower Advisors
79
HighTower Advisors
Illinois
$534K +$245K +5,521 +91%
RBFC
80
Roman Butler Fullerton & Co
Missouri
$522K +$20K +450 +4%
SC
81
Scotia Capital
Ontario, Canada
$512K +$7.06K +159 +1%
GWM
82
Geneos Wealth Management
Colorado
$505K +$15.6K +351 +3%
EWA
83
EP Wealth Advisors
California
$504K -$294K -6,612 -38%
AWM
84
Avior Wealth Management
Nebraska
$504K +$57.7K +1,298 +14%
Renaissance Technologies
85
Renaissance Technologies
New York
$492K +$471K +10,600 New
AIP
86
Ahrens Investment Partners
Louisiana
$488K -$68.3K -1,537 -13%
CFA
87
Camarda Financial Advisors
Florida
$479K +$459K +10,333 New
CCM
88
Canal Capital Management
Virginia
$470K -$54.3K -1,222 -11%
FFG
89
Fullen Financial Group
Ohio
$466K +$447K +10,052 New
UCFA
90
United Capital Financial Advisors
Texas
$464K -$5.69K -128 -1%
TFS
91
TrustCore Financial Services
Tennessee
$457K +$31K +698 +8%
CAN
92
Cetera Advisor Networks
California
$455K +$435K +9,803 New
HSWM
93
Hubbell Strickland Wealth Management
Louisiana
$440K +$10.3K +231 +2%
AIA
94
Arbor Investment Advisors
North Carolina
$435K +$7.77K +175 +2%
BSAM
95
Blue Sky Asset Management
Colorado
$428K -$888 -20 -0.2%
BWM
96
Bernicke Wealth Management
Wisconsin
$427K -$75.3K -1,694 -16%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$420K +$4.97K +112 +1%
RJA
98
Raymond James & Associates
Florida
$366K -$13.4M -300,704 -97%
JP Morgan Chase
99
JP Morgan Chase
New York
$365K +$26.1K +587 +8%
MPPLM
100
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$355K +$17.5K +395 +5%