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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EIG
26
Ellenbecker Investment Group
Wisconsin
$11.1M +$921K +13,526 +9%
PAYA
27
Phil A. Younker & Associates
Alaska
$11M -$1.26M -18,483 -10%
Creative Planning
28
Creative Planning
Kansas
$10.1M +$1.28M +18,795 +15%
KPWS
29
Kestra Private Wealth Services
Texas
$10M -$864K -12,690 -8%
LPAM
30
Lodestar Private Asset Management
California
$9.61M +$818K +12,013 +10%
TPWA
31
TRUE Private Wealth Advisors
Oregon
$8.52M -$51.1K -750 -0.6%
HA
32
Hanover Advisors
South Carolina
$8.44M +$3.66M +53,719 +79%
KAS
33
Kestra Advisory Services
Texas
$7.99M +$180K +2,648 +2%
OCM
34
One Capital Management
California
$7.95M
E3F
35
Eight 31 Financial
Texas
$7.76M +$103K +1,509 +1%
HNH
36
Hopwood Nicholas Hunter
$7.62M -$81.7K -1,199 -1%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$7.34M +$837K +12,294 +13%
LWPC
38
Legacy Wealth Partners (Colorado)
Colorado
$6.81M +$120K +1,757 +2%
SFWC
39
Strategic Family Wealth Counselors
New Jersey
$6.72M +$149K +2,184 +2%
CPW
40
Cogent Private Wealth
Florida
$6.14M -$1.35M -19,819 -18%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$6.14M +$700K +10,286 +13%
PCG
42
Prosperity Consulting Group
Maryland
$6.08M +$405K +5,954 +7%
WFL
43
Wealth Forward LLC
North Dakota
$6.03M +$74.7K +1,097 +1%
WCG
44
Weaver Consulting Group
California
$5.98M +$274K +4,024 +5%
UW
45
Unique Wealth
Florida
$5.74M -$673K -9,882 -11%
RWP
46
RWA Wealth Partners
Massachusetts
$5.69M +$1.66M +24,377 +42%
VIP
47
Viewpoint Investment Partners
Alberta, Canada
$5.68M
RFA
48
Reyes Financial Architecture
California
$5.65M +$5.32M +78,054 +2,390%
FFA
49
First Foundation Advisors
California
$5.51M +$277K +4,063 +5%
SWP
50
Stratos Wealth Partners
Ohio
$5.41M +$4.05M +59,526 +324%