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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EA
26
Efficient Advisors
Ohio
$1.04M +$18.9K +463 +2%
WA
27
Waverly Advisors
Alabama
$1.04M +$116K +2,841 +13%
PWAG
28
Polaris Wealth Advisory Group
California
$1M +$248K +6,096 +33%
BTS
29
BB&T Securities
Virginia
$999K -$20.4K -500 -2%
NG
30
Northstar Group
New York
$990K +$953K +23,400 New
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$978K +$642K +15,750 +196%
IA
32
IFP Advisors
Florida
$897K +$114K +2,797 +15%
BRM
33
Boston Research & Management
Massachusetts
$849K -$38.7K -950 -4%
SFG
34
StrategIQ Financial Group
Indiana
$818K +$119K +2,911 +17%
JWA
35
JFS Wealth Advisors
Pennsylvania
$812K +$32.9K +807 +4%
BCM
36
Brookstone Capital Management
Illinois
$811K -$373K -9,160 -32%
ACS
37
Archford Capital Strategies
Illinois
$795K +$38.6K +947 +5%
SI
38
SII Investments
Wisconsin
$737K +$34.1K +837 +5%
AFP
39
Ausdal Financial Partners
Iowa
$732K +$725K +17,796 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$718K +$103K +2,533 +17%
JMPWA
41
JP Morgan Private Wealth Advisors
California
$560K +$33K +810 +6%
BW
42
Bison Wealth
Georgia
$557K -$555K -13,633 -50%
Citadel Advisors
43
Citadel Advisors
Florida
$552K +$181K +4,432 +49%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$551K
SFWA
45
Summit Financial Wealth Advisors
Louisiana
$505K +$10.1K +247 +2%
BSWM
46
Boston Standard Wealth Management
Massachusetts
$461K +$15.5K +381 +4%
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$419K -$77.1K -1,892 -16%
CBU
48
CIBC Bank USA
Illinois
$412K -$30.8K -755 -7%
AWM
49
Avior Wealth Management
Nebraska
$401K -$17.7K -435 -4%
VFP
50
Verus Financial Partners
Virginia
$388K +$17.7K +435 +5%