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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Annex Advisory Services
Wisconsin
$918K +$158K +3,829 +20%
VKH
27
Virtu KCG Holdings
New York
$884K +$901K +21,817 New
WA
28
Waverly Advisors
Alabama
$799K -$268K -6,486 -25%
CBU
29
CIBC Bank USA
Illinois
$757K -$6.77K -164 -0.9%
Jane Street
30
Jane Street
New York
$682K +$268K +6,502 +63%
VF
31
Virtu Financial
New York
$623K +$634K +15,355 New
ACS
32
Archford Capital Strategies
Illinois
$621K +$132K +3,200 +26%
CA
33
Cetera Advisors
Colorado
$593K -$19.5K -472 -3%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$569K -$196K -4,757 -25%
Koshinski Asset Management
35
Koshinski Asset Management
Illinois
$534K
SI
36
SII Investments
Wisconsin
$482K +$10.1K +245 +2%
OC
37
Oakworth Capital
Alabama
$438K +$10.5K +255 +2%
ACM
38
Argentus Capital Management
Texas
$416K -$337K -8,153 -44%
NC
39
NewSquare Capital
Pennsylvania
$415K -$213K -5,162 -34%
MFS
40
MSI Financial Services
Massachusetts
$374K +$349K +8,450 +1,090%
OAJ
41
Ogorek Anthony Joseph
New York
$370K -$58.7K -1,421 -13%
GC
42
Gratus Capital
Georgia
$349K +$3.71K +90 +1%
Wells Fargo
43
Wells Fargo
California
$330K +$45.2K +1,095 +15%
FAAS
44
First Allied Advisory Services
California
$330K +$121K +2,932 +56%
Citigroup
45
Citigroup
New York
$310K -$247K -5,993 -44%
VFAM
46
Valley Forge Asset Management
Pennsylvania
$304K +$310K +7,500 New
W
47
Wealthquest
Ohio
$289K -$7.18K -174 -2%
PAG
48
Private Advisor Group
New Jersey
$239K +$243K +5,893 New
NPF
49
Norris Perne & French
Michigan
$235K
BSWM
50
Boston Standard Wealth Management
Massachusetts
$232K +$17.1K +414 +6%