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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCA
151
FinTrust Capital Advisors
South Carolina
$141K +$57.2K +1,186 +69%
TF
152
TimeScale Financial
Massachusetts
$135K +$10.2K +212 +8%
BHWM
153
Bay Harbor Wealth Management
Maryland
$134K -$9.12K -189 -6%
CF
154
Centaurus Financial
California
$122K +$121K +2,510 New
SFS
155
Sowell Financial Services
Arkansas
$111K -$1.01K -21 -0.9%
PCG
156
Private Capital Group
Connecticut
$107K
NFG
157
Next Financial Group
Texas
$102K +$101K +2,098 New
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$93K -$50.7K -1,052 -35%
TFO
159
Tarbox Family Office
California
$84K -$18.2K -377 -18%
AA
160
Advisory Alpha
Michigan
$83K +$81.7K +1,694 New
LFG
161
LifePlan Financial Group
Ohio
$72K +$1.64K +34 +2%
WA
162
WestEnd Advisors
North Carolina
$69.2K -$28.4K -588 -29%
AAP
163
Arax Advisory Partners
Colorado
$69K +$772 +16 +1%
CAL
164
Capital Analysts LLC
Pennsylvania
$68K +$338 +7 +0.5%
Citigroup
165
Citigroup
New York
$62K +$965 +20 +2%
KCM
166
Kathmere Capital Management
Pennsylvania
$58K +$57.4K +1,190 New
FDCDDQ
167
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.2K
SWM
168
Sugarloaf Wealth Management
Georgia
$53K
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$51K
GWMIA
170
Global Wealth Management Investment Advisory
Florida
$50K -$94.2K -1,953 -65%
RG
171
Retirement Group
California
$46K -$4.73K -98 -9%
AWM
172
AllSquare Wealth Management
New York
$45K
OC
173
Oakworth Capital
Alabama
$42K
TFGT
174
TS Financial Group (TSFG)
Illinois
$42K
NNP
175
Nachman Norwood & Parrott
South Carolina
$42K +$42.2K +875 New