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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HR
151
Howe & Rusling
New York
$18K +$17.8K +390 New
FCMT
152
Founders Capital Management (Texas)
Texas
$16K
FDCDDQ
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.2K
GRP
154
Global Retirement Partners
California
$13K
AIP
155
Ameritas Investment Partners
Nebraska
$12K
MA
156
MCF Advisors
Kentucky
$12K
LWM
157
Liberty Wealth Management
California
$10K
1IA
158
1834 Investment Advisors
Wisconsin
$8K -$15.2K -332 -65%
LF
159
Lee Financial
Texas
$8K
WEC
160
Winslow Evans & Crocker
Massachusetts
$8K
TFO
161
Tarbox Family Office
California
$8K +$4.61K +101 +131%
BCI
162
Brinker Capital Investments
Pennsylvania
$7K +$685 +15 +11%
RCM
163
Rain Capital Management
Oregon
$7K +$6.62K +145 New
FWM
164
Focused Wealth Management
New York
$6K +$46 +1 +0.7%
CIAS
165
Capital Investment Advisory Services
North Carolina
$5K
VNA
166
Valley National Advisers
Pennsylvania
$5K
CFA
167
Carroll Financial Associates
North Carolina
$4K -$50K -1,095 -92%
WAP
168
Wealthcare Advisory Partners
Pennsylvania
$2K
CCM
169
Cribstone Capital Management
Maine
$1K -$10.7K -235 -90%
MML Investors Services
170
MML Investors Services
Massachusetts
-$535K -11,630 Closed
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
-$493K -10,709 Closed
FIA
172
Foundations Investment Advisors
Arizona
-$457K -9,904 Closed
CWM
173
Cornerstone Wealth Management
Missouri
-$341K -7,398 Closed
VHAM
174
Van Hulzen Asset Management
California
-$336K -7,291 Closed
PAM
175
Peak Asset Management
Colorado
-$254K -5,513 Closed