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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
101
Occidental Asset Management
California
$209K -$26.3K -589 -11%
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$206K -$21.2K -474 -9%
APA
103
American Portfolios Advisors
New York
$205K +$32.1K +720 +18%
VHAM
104
Van Hulzen Asset Management
California
$205K +$206K +4,617 New
CFA
105
Camarda Financial Advisors
Florida
$201K +$6.47K +145 +3%
WA
106
WestEnd Advisors
North Carolina
$188K +$60K +1,345 +47%
RCA
107
Rowland Carmichael Advisors
Arizona
$186K -$9.15K -205 -5%
IF
108
Ironwood Financial
Arizona
$176K -$982 -22 -0.6%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$165K +$32.6K +730 +24%
CFG
110
CKW Financial Group
Hawaii
$156K +$20K +449 +15%
JFA
111
JNBA Financial Advisors
Minnesota
$148K +$11.9K +266 +9%
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$144K -$45.8K -1,027 -24%
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$140K +$41.7K +934 +42%
GWM
114
Geneos Wealth Management
Colorado
$134K +$12.4K +277 +10%
PCG
115
Private Capital Group
Connecticut
$131K +$4.02K +90 +3%
B
116
Bridgeworth
Alabama
$96K +$97.6K +2,188 New
SEI Investments
117
SEI Investments
Pennsylvania
$90K +$90.3K +2,024 New
OC
118
Oakworth Capital
Alabama
$74K
RWP
119
RWA Wealth Partners
Massachusetts
$53K +$51.1K +1,145 +2,160%
PG
120
Patten Group
Tennessee
$51K -$2.01K -45 -4%
CFA
121
Carroll Financial Associates
North Carolina
$48K
RPG
122
Risk Paradigm Group
Texas
$32.4K
BA
123
Ballew Advisors
Mississippi
$32K
AWM
124
AllSquare Wealth Management
New York
$31K
BRC
125
Bell Rock Capital
Delaware
$31K +$11.2K +250 +56%