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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WEC
101
Winslow Evans & Crocker
Massachusetts
$43.3K +$44 +1 +0.1%
RPG
102
Risk Paradigm Group
Texas
$32.8K -$5.25K -119 -14%
AWM
103
AllSquare Wealth Management
New York
$31K +$30.4K +690 New
FCMT
104
Founders Capital Management (Texas)
Texas
$15K +$132 +3 +0.9%
AIP
105
Ameritas Investment Partners
Nebraska
$13K – – –
JCM
106
Jacobi Capital Management
Pennsylvania
$12K +$11.9K +270 New
GRP
107
Global Retirement Partners
California
$11K – – –
RFWA
108
RPg Family Wealth Advisory
Massachusetts
$10.4K – – –
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$44 +1 +0.4%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$9K – – –
LF
111
Lee Financial
Texas
$7K – – –
FWM
112
Focused Wealth Management
New York
$6K -$12.7K -287 -69%
BWL
113
Bogart Wealth LLC
Virginia
$5K +$4.77K +108 New
AF
114
Allworth Financial
California
$3K – – –
BFEC
115
Benjamin F. Edwards & Company
Missouri
$3K +$3.31K +75 New
BCI
116
Brinker Capital Investments
Pennsylvania
$1K +$309 +7 +29%
LC
117
Landaas & Company
Wisconsin
$1K +$1.37K +31 New
Jane Street
118
Jane Street
New York
– -$572K -13,107 Closed
SF
119
Synovus Financial
Georgia
– -$485K -11,125 Closed
CG
120
Colony Group
Massachusetts
– -$368K -8,445 Closed
SFWA
121
Summit Financial Wealth Advisors
Louisiana
– -$266K -6,109 Closed
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
– -$264K -6,054 Closed
OAM
123
Occidental Asset Management
California
– -$206K -4,724 Closed
Creative Planning
124
Creative Planning
Kansas
– -$154K -3,534 Closed
MFW
125
Mosaic Family Wealth
Missouri
– -$99K -2,266 Closed