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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
101
Tobias Financial Advisors
Florida
$442K +$433K +9,243 New
CFG
102
CMC Financial Group
Georgia
$432K +$423K +9,028 New
PA
103
PFG Advisors
Arizona
$423K -$22.4K -478 -5%
VHAM
104
Van Hulzen Asset Management
California
$421K +$412K +8,796 New
F
105
F3Logic
Minnesota
$407K +$400K +8,535 New
WP
106
WealthPLAN Partners
Nebraska
$406K +$173K +3,700 +80%
MWP
107
MYCIO Wealth Partners
Pennsylvania
$401K
CA
108
Calton & Associates
Florida
$399K +$390K +8,333 New
Baird Financial Group
109
Baird Financial Group
Wisconsin
$399K +$391K +8,342 New
SCM
110
Stonehearth Capital Management
Massachusetts
$397K -$8.24K -176 -2%
MML Investors Services
111
MML Investors Services
Massachusetts
$397K +$389K +8,301 New
MPPLM
112
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$394K -$32.8K -700 -8%
TF
113
TimeScale Financial
Massachusetts
$391K +$10.1K +216 +3%
CCM
114
Canal Capital Management
Virginia
$388K +$173K +3,699 +84%
AC
115
Alexandria Capital
Virginia
$384K +$117K +2,491 +45%
PPP
116
Private Portfolio Partners
New Jersey
$373K +$1.41K +30 +0.4%
DC
117
Davenport & Co
Virginia
$371K +$46.8K +1,000 +15%
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$370K +$362K +7,724 New
LW
119
Linscomb Wealth
Texas
$369K +$361K +7,710 New
Fidelity Investments
120
Fidelity Investments
Massachusetts
$355K
CPO
121
Cerity Partners OCIO
New York
$349K -$3.09K -66 -0.9%
US Bancorp
122
US Bancorp
Minnesota
$332K
BFA
123
Beacon Financial Advisory
Ohio
$326K +$320K +6,825 New
CFA
124
Carroll Financial Associates
North Carolina
$325K +$314K +6,705 +7,210%
BHWM
125
Bay Harbor Wealth Management
Maryland
$322K -$88K -1,879 -22%