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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
26
Burt Wealth Advisors
Maryland
$1.48M -$14.7K -372 -1%
AAS
27
Annex Advisory Services
Wisconsin
$1.36M +$206K +5,198 +18%
BCM
28
Brookstone Capital Management
Illinois
$1.16M -$7.57M -191,168 -87%
Ameriprise
29
Ameriprise
Minnesota
$1.09M +$91.8K +2,317 +9%
BW
30
Bison Wealth
Georgia
$1.08M -$375K -9,472 -26%
EA
31
Efficient Advisors
Ohio
$997K -$17.7K -447 -2%
BTS
32
BB&T Securities
Virginia
$992K
WA
33
Waverly Advisors
Alabama
$900K +$258K +6,520 +41%
BRM
34
Boston Research & Management
Massachusetts
$863K
IA
35
IFP Advisors
Florida
$761K +$692K +17,478 +1,142%
JWA
36
JFS Wealth Advisors
Pennsylvania
$757K +$53.3K +1,346 +8%
ACS
37
Archford Capital Strategies
Illinois
$736K -$48.5K -1,225 -6%
PWAG
38
Polaris Wealth Advisory Group
California
$729K +$280K +7,067 +63%
SI
39
SII Investments
Wisconsin
$684K +$172K +4,341 +34%
SFG
40
StrategIQ Financial Group
Indiana
$680K +$40.4K +1,019 +6%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$598K -$1.66M -41,951 -74%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$574K +$573K +14,457 New
Bank of New York Mellon
43
Bank of New York Mellon
New York
$536K
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$534K +$528K +13,330 New
JMPWA
45
JP Morgan Private Wealth Advisors
California
$512K +$507K +12,800 New
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$483K
SFWA
47
Summit Financial Wealth Advisors
Louisiana
$481K -$1.58K -40 -0.3%
BSWM
48
Boston Standard Wealth Management
Massachusetts
$433K +$77K +1,945 +22%
CBU
49
CIBC Bank USA
Illinois
$432K -$218K -5,507 -34%
OC
50
Oakworth Capital
Alabama
$415K