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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Waverly Advisors
Alabama
$877K +$210K +5,276 +32%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$739K +$85.1K +2,139 +13%
CA
28
Cetera Advisors
Colorado
$554K +$59.1K +1,484 +12%
SFG
29
Sage Financial Group
Pennsylvania
$553K +$549K +13,789 New
SWP
30
Stratos Wealth Partners
Ohio
$544K +$540K +13,562 New
NPC
31
National Planning Corporation
California
$477K +$120K +3,024 +34%
OC
32
Oakworth Capital
Alabama
$475K -$39.8K -1,000 -8%
Koshinski Asset Management
33
Koshinski Asset Management
Illinois
$475K +$472K +11,850 New
AAS
34
Annex Advisory Services
Wisconsin
$451K +$57.9K +1,455 +15%
ACS
35
Archford Capital Strategies
Illinois
$447K +$119K +2,985 +37%
OAJ
36
Ogorek Anthony Joseph
New York
$420K +$416K +10,460 New
SI
37
SII Investments
Wisconsin
$400K -$7.36K -185 -2%
Ameriprise
38
Ameriprise
Minnesota
$385K -$105K -2,636 -22%
GC
39
Gratus Capital
Georgia
$366K +$363K +9,124 New
W
40
Wealthquest
Ohio
$290K +$287K +7,221 New
BSWM
41
Boston Standard Wealth Management
Massachusetts
$244K +$244K +6,142 New
NPF
42
Norris Perne & French
Michigan
$233K
WFG
43
Windsor Financial Group
Minnesota
$201K +$199K +5,000 New
IF
44
Ironwood Financial
Arizona
$163K +$161K +4,050 New
AWM
45
Avior Wealth Management
Nebraska
$158K +$279 +7 +0.2%
AIP
46
Ameritas Investment Partners
Nebraska
$149K +$148K +3,719 New
Creative Planning
47
Creative Planning
Kansas
$132K -$14.2K -357 -10%
AWM
48
AllSquare Wealth Management
New York
$120K +$119K +3,001 New
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$102K +$45.6K +1,146 +82%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$83K