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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MHS
76
M Holdings Securities
Oregon
$571K -$2.31K -48 -0.4%
SWP
77
Summit Wealth Partners
Florida
$564K -$20.5K -425 -4%
AWM
78
Avior Wealth Management
Nebraska
$553K +$26.2K +543 +5%
JCM
79
Jacobsen Capital Management
Utah
$549K -$123K -2,547 -18%
RBFC
80
Roman Butler Fullerton & Co
Missouri
$545K
CAN
81
Cetera Advisor Networks
California
$541K +$65.9K +1,366 +14%
UCFA
82
United Capital Financial Advisors
Texas
$539K +$54K +1,119 +11%
FFG
83
Fullen Financial Group
Ohio
$521K +$34K +706 +7%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$517K +$77.8K +1,613 +18%
GVAG
85
Great Valley Advisor Group
Delaware
$513K +$511K +10,600 New
APA
86
American Portfolios Advisors
New York
$508K -$126K -2,607 -20%
GWM
87
Geneos Wealth Management
Colorado
$505K -$23.1K -480 -4%
AIP
88
Ahrens Investment Partners
Louisiana
$490K -$19.8K -410 -4%
CFA
89
Camarda Financial Advisors
Florida
$487K -$13.5K -279 -3%
SC
90
Scotia Capital
Ontario, Canada
$482K -$41.2K -855 -8%
SS
91
Simplicity Solutions
Minnesota
$470K +$123K +2,543 +36%
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$469K +$260K +5,390 +125%
HSWM
93
Hubbell Strickland Wealth Management
Louisiana
$459K -$627 -13 -0.1%
CCM
94
Canal Capital Management
Virginia
$457K -$34.3K -711 -7%
EWA
95
EP Wealth Advisors
California
$454K -$71.3K -1,478 -14%
RJA
96
Raymond James & Associates
Florida
$454K +$71.8K +1,489 +19%
WWM
97
Western Wealth Management
Colorado
$435K +$80.4K +1,667 +23%
AIA
98
Arbor Investment Advisors
North Carolina
$421K -$32.9K -683 -7%
SW
99
SlateStone Wealth
Florida
$416K -$218K -4,520 -34%
MPPLM
100
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$378K +$7.57K +157 +2%