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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
151
Beacon Pointe Advisors
California
$451K -$29.3K -623 -6%
CFA
152
Camarda Financial Advisors
Florida
$448K +$33.4K +709 +8%
ZIMP
153
Zimmermann Investment Management & Planning
Pennsylvania
$448K -$12.8K -273 -3%
CC
154
Cypress Capital
Tennessee
$444K -$40.7K -864 -8%
GCM
155
Gallacher Capital Management
Colorado
$442K +$441K +9,380 New
NC
156
NewSquare Capital
Pennsylvania
$440K +$439K +9,321 New
SSC
157
Syverson Strege & Co
Iowa
$438K +$58.3K +1,238 +15%
RWP
158
RWA Wealth Partners
Massachusetts
$437K +$419K +8,896 New
AAS
159
Ameritas Advisory Services
Nebraska
$426K +$100K +2,134 +31%
BRM
160
Boston Research & Management
Massachusetts
$424K -$27.4K -582 -6%
JP Morgan Chase
161
JP Morgan Chase
New York
$420K +$1.32K +28 +0.3%
HSWM
162
Hubbell Strickland Wealth Management
Louisiana
$420K +$2.73K +58 +0.7%
GIA
163
Gladstone Institutional Advisory
Florida
$415K
HSA
164
HBK Sorce Advisory
Pennsylvania
$409K +$9.65M +205,000 +117%
JAWM
165
J. Arnold Wealth Management
Ohio
$408K +$407K +8,647 New
WWM
166
Western Wealth Management
Colorado
$407K -$460K -9,774 -53%
MWM
167
Mascoma Wealth Management
New Hampshire
$401K +$33.7K +717 +9%
SFWA
168
Summit Financial Wealth Advisors
Louisiana
$400K
RBFC
169
Roman Butler Fullerton & Co
Missouri
$400K -$43.3K -920 -10%
SL
170
Sentinus LLC
Illinois
$399K +$158K +3,361 +66%
CF
171
Corrigan Financial
Rhode Island
$383K -$13.9K -295 -4%
KWM
172
Kingsview Wealth Management
Oregon
$371K +$28.3K +601 +8%
AFP
173
Ausdal Financial Partners
Iowa
$361K -$3.06K -65 -0.8%
AWM
174
Avior Wealth Management
Nebraska
$352K -$1.74K -37 -0.5%
LWAC
175
Laurel Wealth Advisors (California)
California
$350K +$349K +7,426 New