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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
101
Focused Wealth Management
New York
$18K +$86 +2 +0.5%
FCMT
102
Founders Capital Management (Texas)
Texas
$15K +$1.68K +39 +13%
Ameritas Investment Partners
103
Ameritas Investment Partners
Nebraska
$13K – – –
Global Retirement Partners
104
Global Retirement Partners
California
$11K – – –
RFWA
105
RPg Family Wealth Advisory
Massachusetts
$10.2K +$10K +233 New
PFGIA
106
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$4.4K +102 +82%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$9K -$6.47K -150 -43%
Advisory Services Network
108
Advisory Services Network
Georgia
$7K – – –
LF
109
Lee Financial
Texas
$7K – – –
Allworth Financial
110
Allworth Financial
California
$3K -$5.74K -133 -70%
Brinker Capital Investments
111
Brinker Capital Investments
Pennsylvania
$1K +$992 +23 +2,300%
Baird Financial Group
112
Baird Financial Group
Wisconsin
– -$1.8M -42,490 Closed
Wolverine Trading
113
Wolverine Trading
Illinois
– -$512K -12,064 Closed
Tiedemann Advisors
114
Tiedemann Advisors
New York
– -$456K -10,769 Closed
VFA
115
Voya Financial Advisors
Connecticut
– -$320K -7,542 Closed
B
116
Bridgeworth
Alabama
– -$222K -5,234 Closed
Koshinski Asset Management
117
Koshinski Asset Management
Illinois
– -$202K -4,760 Closed
HR
118
Howe & Rusling
New York
– -$99.4K -2,306 Closed
MAS
119
Madden Advisory Services
Florida
– -$96K -2,272 Closed
TFO
120
Tarbox Family Office
California
– -$67K -1,576 Closed
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
– -$43K -1,018 Closed
AWM
122
AllSquare Wealth Management
New York
– -$29K -690 Closed
SSB
123
Sandy Spring Bank
Maryland
– -$26K -625 Closed
US Bancorp
124
US Bancorp
Minnesota
– -$13K -305 Closed
Chicago Partners Investment Group
125
Chicago Partners Investment Group
Illinois
– -$2K -42 Closed