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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
76
Integrated Wealth Concepts
Massachusetts
$758K +$753K +14,157 New
SC
77
Scotia Capital
Ontario, Canada
$753K +$172K +3,229 +30%
CAN
78
Cetera Advisor Networks
California
$752K -$53 -1 -0%
GWM
79
Geneos Wealth Management
Colorado
$742K -$32.6K -613 -4%
TWP
80
Tempus Wealth Planning
California
$730K +$2.77K +52 +0.4%
SS
81
Sunbelt Securities
Texas
$716K -$106K -1,988 -13%
CFA
82
Carroll Financial Associates
North Carolina
$706K -$10.9K -205 -2%
GPWA
83
Great Point Wealth Advisors
Massachusetts
$700K -$66.2K -1,244 -9%
CFA
84
Camarda Financial Advisors
Florida
$693K +$69.1K +1,299 +11%
FSG
85
Financial Strategies Group
Michigan
$688K +$15.4K +290 +2%
Legacy Financial Group (Iowa)
86
Legacy Financial Group (Iowa)
Iowa
$681K +$84.5K +1,588 +14%
BCM
87
BlueCrest Capital Management
Jersey
$681K +$677K +12,718 New
RFN
88
RDA Financial Network
Iowa
$672K -$7.98K -150 -1%
FFG
89
Fullen Financial Group
Ohio
$652K +$21.6K +407 +3%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$643K +$58.8K +1,105 +10%
LNC
91
Lincoln National Corp
Pennsylvania
$642K -$125K -2,349 -16%
RBFC
92
Roman Butler Fullerton & Co
Missouri
$631K +$13K +245 +2%
UCFA
93
United Capital Financial Advisors
Texas
$612K -$255K -4,802 -30%
MHS
94
M Holdings Securities
Oregon
$612K -$19K -358 -3%
AAS
95
Avantax Advisory Services
Texas
$606K +$270K +5,085 +81%
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$600K +$596K +11,200 New
MA
97
Mutual Advisors
Nebraska
$599K +$595K +11,185 New
Lido Advisors
98
Lido Advisors
California
$590K -$109K -2,043 -16%
GVAG
99
Great Valley Advisor Group
Delaware
$585K +$21.6K +407 +4%
BRM
100
Boston Research & Management
Massachusetts
$583K -$69K -1,297 -11%