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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
126
CKW Financial Group
Hawaii
$144K +$10.8K +249 +8%
PCG
127
Private Capital Group
Connecticut
$126K -$5.56K -128 -4%
CFD
128
Creative Financial Designs
Indiana
$91K -$58.4K -1,343 -40%
FHA
129
Flagship Harbor Advisors
Massachusetts
$81K
AIA
130
Alera Investment Advisors
Illinois
$80K -$4.22K -97 -5%
TFO
131
Tarbox Family Office
California
$78K
GSWM
132
Golden State Wealth Management
California
$68K +$66.1K +1,520 New
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$67.4K +$18.4K +424 +39%
IA
134
IFP Advisors
Florida
$66K -$484K -11,142 -88%
CFA
135
Carroll Financial Associates
North Carolina
$53K +$130 +3 +0.3%
LFG
136
LifePlan Financial Group
Ohio
$52K
Citigroup
137
Citigroup
New York
$51K -$884K -20,330 -95%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$51K -$579K -13,326 -94%
RCG
139
Ruggie Capital Group
Florida
$48K -$576K -13,249 -93%
RFWA
140
RPg Family Wealth Advisory
Massachusetts
$45K +$31.8K +731 +266%
CAL
141
Capital Analysts LLC
Pennsylvania
$43K +$42.5K +978 New
OC
142
Oakworth Capital
Alabama
$38K
BWP
143
Baldwin Wealth Partners
Massachusetts
$35K
TFGT
144
TS Financial Group (TSFG)
Illinois
$35K +$34.1K +784 New
MWM
145
Mascoma Wealth Management
New Hampshire
$34K
AWM
146
AllSquare Wealth Management
New York
$31K
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$30K +$28.7K +660 New
RCAG
148
Rehmann Capital Advisory Group
Michigan
$29.3K +$28.5K +655 New
1IA
149
1834 Investment Advisors
Wisconsin
$23K
LPWM
150
Lake Point Wealth Management
Texas
$22K -$12.6K -289 -38%