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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$1.37M +$408K +10,076 +42%
NG
27
Northstar Group
New York
$1.29M +$339K +8,384 +36%
AIP
28
Ahrens Investment Partners
Louisiana
$1.25M +$1.24M +30,675 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.11M +$836K +20,673 +306%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$1.08M +$1.08M +26,700 New
EA
31
Efficient Advisors
Ohio
$1.04M +$15.6K +386 +2%
PWAG
32
Polaris Wealth Advisory Group
California
$1.01M +$22.1K +545 +2%
BTS
33
BB&T Securities
Virginia
$999K
WA
34
Waverly Advisors
Alabama
$975K -$52.3K -1,292 -5%
BCM
35
Brookstone Capital Management
Illinois
$932K +$133K +3,278 +17%
IA
36
IFP Advisors
Florida
$901K +$16.2K +400 +2%
SFG
37
StrategIQ Financial Group
Indiana
$893K +$85.6K +2,115 +11%
JWA
38
JFS Wealth Advisors
Pennsylvania
$849K +$48.6K +1,202 +6%
Goldman Sachs
39
Goldman Sachs
New York
$825K +$822K +20,327 New
ACS
40
Archford Capital Strategies
Illinois
$804K +$20.2K +500 +3%
NWM
41
Northwest Wealth Management
Iowa
$799K +$797K +19,696 New
BRM
42
Boston Research & Management
Massachusetts
$755K -$81.7K -2,020 -10%
AFP
43
Ausdal Financial Partners
Iowa
$720K -$2.02K -50 -0.3%
DWA
44
Dorsey Wright & Associates
California
$643K +$641K +15,850 New
PAG
45
Private Advisor Group
New Jersey
$571K +$562K +13,893 New
JMPWA
46
JP Morgan Private Wealth Advisors
California
$552K
SI
47
SII Investments
Wisconsin
$546K -$181K -4,481 -25%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$544K +$486 +12 +0.1%
PA
49
Parallel Advisors
California
$514K +$513K +12,677 New
SFWA
50
Summit Financial Wealth Advisors
Louisiana
$498K