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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
101
Brasada Capital Management
Texas
$182K +$185K +4,092 New
IF
102
Ironwood Financial
Arizona
$177K
APA
103
American Portfolios Advisors
New York
$174K +$162K +3,593 +1,137%
RA
104
Rational Advisors
New York
$174K +$176K +3,894 New
JFA
105
JNBA Financial Advisors
Minnesota
$137K +$25.5K +565 +22%
CFG
106
CKW Financial Group
Hawaii
$135K +$15.9K +352 +13%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$134K
WA
108
WestEnd Advisors
North Carolina
$129K +$131K +2,887 New
PCG
109
Private Capital Group
Connecticut
$128K +$452 +10 +0.4%
GWM
110
Geneos Wealth Management
Colorado
$122K -$26K -575 -17%
IIC
111
Integrated Investment Consultants
Michigan
$118K +$119K +2,640 New
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$98.7K +$100K +2,214 New
OC
113
Oakworth Capital
Alabama
$74K -$309K -6,829 -80%
PG
114
Patten Group
Tennessee
$53K
CFA
115
Carroll Financial Associates
North Carolina
$49K
RPG
116
Risk Paradigm Group
Texas
$32.6K
BA
117
Ballew Advisors
Mississippi
$32K +$32.8K +725 New
AWM
118
AllSquare Wealth Management
New York
$31K
WEC
119
Winslow Evans & Crocker
Massachusetts
$29.6K
CCM
120
Cribstone Capital Management
Maine
$28K -$46.7K -1,033 -62%
1IA
121
1834 Investment Advisors
Wisconsin
$23K +$15K +332 +190%
SFM
122
Signet Financial Management
New Jersey
$22K +$22.2K +490 New
RCAG
123
Rehmann Capital Advisory Group
Michigan
$21K +$21.6K +478 New
BRC
124
Bell Rock Capital
Delaware
$20K +$20.3K +450 New
FCMT
125
Founders Capital Management (Texas)
Texas
$15K