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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
AllSquare Wealth Management
New York
$29K
SSB
102
Sandy Spring Bank
Maryland
$26K
FWM
103
Focused Wealth Management
New York
$18K +$83 +2 +0.5%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$15K
AIP
105
Ameritas Investment Partners
Nebraska
$13K
FCMT
106
Founders Capital Management (Texas)
Texas
$13K +$12.4K +297 New
US Bancorp
107
US Bancorp
Minnesota
$13K +$12.7K +305 New
GRP
108
Global Retirement Partners
California
$11K
AF
109
Allworth Financial
California
$8K
LF
110
Lee Financial
Texas
$7K -$277K -6,657 -98%
ASN
111
Advisory Services Network
Georgia
$7K +$6.54K +157 New
PFGIA
112
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$4.25K -102 -45%
CPIG
113
Chicago Partners Investment Group
Illinois
$2K +$1.75K +42 New
SCA
114
Snowden Capital Advisors
New York
-$4.58M -112,801 Closed
DWA
115
Dorsey Wright & Associates
California
-$643K -15,850 Closed
OAJ
116
Ogorek Anthony Joseph
New York
-$344K -8,374 Closed
JCM
117
Janney Capital Management
Pennsylvania
-$271K -6,685 Closed
G
118
Gainplan
Michigan
-$248K -6,107 Closed
GC
119
Gilbert & Cook
Iowa
-$231K -5,694 Closed
SF
120
Synovus Financial
Georgia
-$50K -1,241 Closed
PSW
121
Portfolio Strategies (Washington)
Washington
-$37K -902 Closed
NFG
122
Next Financial Group
Texas
-$26K -629 Closed
SPIA
123
Steward Partners Investment Advisory
New York
-$15K -390 Closed
BIG
124
Bellwether Investment Group
Tennessee
-$6K -146 Closed
BCI
125
Brinker Capital Investments
Pennsylvania
+$42 +1 New