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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
$1.56M +$208 +5 +0%
CAN
27
Cetera Advisor Networks
California
$1.5M -$6.79K -163 -0.5%
SCM
28
Stonehearth Capital Management
Massachusetts
$1.49M -$56.3K -1,352 -4%
ACP
29
Aveo Capital Partners
Colorado
$1.4M -$342K -8,208 -20%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$1.4M -$25.5K -611 -2%
AIP
31
Ahrens Investment Partners
Louisiana
$1.31M +$12.7K +304 +1%
BCM
32
Brookstone Capital Management
Illinois
$1.19M +$209K +5,024 +22%
IA
33
IFP Advisors
Florida
$1.06M +$122K +2,923 +13%
EA
34
Efficient Advisors
Ohio
$1.06M -$27.7K -666 -3%
WA
35
Waverly Advisors
Alabama
$1.02M +$2.71K +65 +0.3%
PWAG
36
Polaris Wealth Advisory Group
California
$993K -$60K -1,440 -6%
NWM
37
Northwest Wealth Management
Iowa
$963K +$126K +3,014 +15%
BTS
38
BB&T Securities
Virginia
$941K -$87.5K -2,100 -9%
SFG
39
StrategIQ Financial Group
Indiana
$932K -$500 -12 -0.1%
ACS
40
Archford Capital Strategies
Illinois
$931K +$88.7K +2,130 +11%
PAG
41
Private Advisor Group
New Jersey
$921K +$332K +7,964 +57%
Goldman Sachs
42
Goldman Sachs
New York
$862K
JWA
43
JFS Wealth Advisors
Pennsylvania
$849K
BRM
44
Boston Research & Management
Massachusetts
$790K +$1.25K +30 +0.2%
AFP
45
Ausdal Financial Partners
Iowa
$732K -$20K -479 -3%
JMPWA
46
JP Morgan Private Wealth Advisors
California
$594K +$17K +408 +3%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$584K +$14.8K +356 +3%
PA
48
Parallel Advisors
California
$577K +$32.7K +784 +6%
CA
49
Cetera Advisors
Colorado
$571K +$230K +5,522 +70%
RJA
50
Raymond James & Associates
Florida
$557K +$104K +2,500 +23%