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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WEC
126
Winslow Evans & Crocker
Massachusetts
$30K
RCAG
127
Rehmann Capital Advisory Group
Michigan
$29.6K +$8.43K +189 +40%
1IA
128
1834 Investment Advisors
Wisconsin
$23K
SFM
129
Signet Financial Management
New Jersey
$22K
KC
130
KHP Capital
Oklahoma
$20K +$15.9K +357 +384%
CPIG
131
Chicago Partners Investment Group
Illinois
$19K +$14.2K +319 +304%
FCMT
132
Founders Capital Management (Texas)
Texas
$15K
KJWM
133
Kiley Juergens Wealth Management
Washington
$15K +$15.2K +341 New
FHA
134
Flagship Harbor Advisors
Massachusetts
$15K +$15.6K +350 New
FDCDDQ
135
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.6K
CCM
136
Cribstone Capital Management
Maine
$13K -$15.3K -342 -54%
AIP
137
Ameritas Investment Partners
Nebraska
$13K
RFWA
138
RPg Family Wealth Advisory
Massachusetts
$12.2K
GRP
139
Global Retirement Partners
California
$12K
LFG
140
LifePlan Financial Group
Ohio
$12K
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$9K
LF
142
Lee Financial
Texas
$7K
FWM
143
Focused Wealth Management
New York
$6K
MWM
144
Mascoma Wealth Management
New Hampshire
$5K +$5.36K +120 New
SWM
145
SeaCrest Wealth Management
New York
$4K
MCM
146
Mainstay Capital Management
Michigan
$4K +$4.02K +90 New
AF
147
Allworth Financial
California
$3K
TFO
148
Tarbox Family Office
California
$3K
BCI
149
Brinker Capital Investments
Pennsylvania
$3K +$759 +17 +33%
GBBWRPM
150
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2K -$2.9K -65 -59%