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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
151
Ameritas Investment Company
Nebraska
$22K +$21.6K +497 New
FCMT
152
Founders Capital Management (Texas)
Texas
$15K – – –
Federation des caisses Desjardins du Quebec
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.8K – – –
Ameritas Investment Partners
154
Ameritas Investment Partners
Nebraska
$13K – – –
CCM
155
Cribstone Capital Management
Maine
$13K – – –
CIAS
156
Capital Investment Advisory Services
North Carolina
$12K – – –
Global Retirement Partners
157
Global Retirement Partners
California
$12K – – –
MCF Advisors
158
MCF Advisors
Kentucky
$12K – – –
LWM
159
Liberty Wealth Management
California
$9K – – –
WEC
160
Winslow Evans & Crocker
Massachusetts
$8K – – –
LF
161
Lee Financial
Texas
$7K – – –
FWM
162
Focused Wealth Management
New York
$6K +$43 +1 +0.7%
Brinker Capital Investments
163
Brinker Capital Investments
Pennsylvania
$5K +$435 +10 +10%
SWM
164
SeaCrest Wealth Management
New York
$4K – – –
VNA
165
Valley National Advisers
Pennsylvania
$4K – – –
FPS
166
Fieldpoint Private Securities
Connecticut
$3K – – –
APA
167
American Portfolios Advisors
New York
$1.92K +$1.87K +43 New
Allworth Financial
168
Allworth Financial
California
$1K – – –
WAP
169
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
RIA
170
Regal Investment Advisors
Michigan
– -$5.04M -122,060 Closed
M&T Bank
171
M&T Bank
New York
– -$2.59M -62,711 Closed
WestEnd Advisors
172
WestEnd Advisors
North Carolina
– -$2.55M -61,811 Closed
VWM
173
Venturi Wealth Management
Texas
– -$1.62M -39,538 Closed
JCM
174
Janney Capital Management
Pennsylvania
– -$1.26M -30,453 Closed
SFWC
175
Strategic Family Wealth Counselors
New Jersey
– -$553K -13,393 Closed