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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$1.13M +$161K +3,196 +17%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$1.12M -$1.15M -22,836 -51%
SI
78
SimpliFi Inc
California
$1.1M +$20.5K +407 +2%
WA
79
WBH Advisory
Maryland
$1.09M -$76.3K -1,517 -7%
CCWA
80
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.08M +$203K +4,027 +24%
CPCM
81
Cardinal Point Capital Management
Ontario, Canada
$1.05M -$32.7K -650 -3%
PCMC
82
Private Capital Management (Colorado)
Colorado
$1.03M -$201K -3,990 -17%
PP
83
PDS Planning
Ohio
$1.03M -$85.3K -1,695 -8%
IWC
84
Integrated Wealth Concepts
Massachusetts
$986K +$300K +5,961 +45%
AF
85
Advisornet Financial
Minnesota
$976K -$30.3K -603 -3%
RVPG
86
Relative Value Partners Group
$974K +$3.37K +67 +0.4%
SFG
87
Sage Financial Group
Pennsylvania
$966K -$704K -13,988 -43%
MA
88
Mutual Advisors
Nebraska
$965K +$77.5K +1,541 +9%
GAA
89
Global Assets Advisory
Florida
$953K +$282K +5,609 +43%
FCA
90
FinTrust Capital Advisors
South Carolina
$937K -$67.1K -1,334 -6%
WSTAM
91
Wilbanks Smith & Thomas Asset Management
Virginia
$931K -$25.9K -515 -3%
PAG
92
Private Advisor Group
New Jersey
$925K +$26.6K +528 +3%
DAS
93
Dynamic Advisor Solutions
Arizona
$925K +$104K +2,057 +13%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$887K -$70K -1,392 -7%
OPWM
95
Oxinas Partners Wealth Management
Indiana
$879K +$860K +17,092 New
CWM
96
Cahaba Wealth Management
Georgia
$853K -$55.3K -1,099 -6%
TA
97
Tiedemann Advisors
New York
$850K -$20.9K -415 -2%
OFG
98
Oxford Financial Group
Indiana
$845K +$2.97K +59 +0.4%
TC
99
Trilogy Capital
California
$842K -$51K -1,014 -6%
ACS
100
Archford Capital Strategies
Illinois
$834K +$2.52K +50 +0.3%