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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCG
26
Ruggie Capital Group
Florida
$1.77M -$3.75K -87 -0.2%
ACP
27
Aveo Capital Partners
Colorado
$1.74M +$295K +6,845 +21%
CAN
28
Cetera Advisor Networks
California
$1.61M +$65.5K +1,519 +4%
BWA
29
Burt Wealth Advisors
Maryland
$1.6M +$129 +3 +0%
SCM
30
Stonehearth Capital Management
Massachusetts
$1.52M -$18.6K -431 -1%
BCM
31
Brookstone Capital Management
Illinois
$1.5M +$271K +6,289 +22%
WA
32
Waverly Advisors
Alabama
$1.2M +$144K +3,341 +14%
VWA
33
V Wealth Advisors
Kansas
$1.16M +$691K +16,016 +151%
IA
34
IFP Advisors
Florida
$1.16M +$63.4K +1,470 +6%
NWM
35
Northwest Wealth Management
Iowa
$1.11M +$120K +2,782 +12%
EA
36
Efficient Advisors
Ohio
$1.1M +$7.93K +184 +0.7%
SFG
37
StrategIQ Financial Group
Indiana
$1.09M +$129K +2,984 +14%
BTS
38
BB&T Securities
Virginia
$1.03M +$64.3K +1,492 +7%
JWA
39
JFS Wealth Advisors
Pennsylvania
$1.01M +$97.5K +2,260 +11%
PWAG
40
Polaris Wealth Advisory Group
California
$1.01M -$12.4K -288 -1%
ACS
41
Archford Capital Strategies
Illinois
$912K -$45.4K -1,052 -5%
Goldman Sachs
42
Goldman Sachs
New York
$886K
PAG
43
Private Advisor Group
New Jersey
$819K -$126K -2,932 -13%
BRM
44
Boston Research & Management
Massachusetts
$778K -$34.1K -790 -4%
AFP
45
Ausdal Financial Partners
Iowa
$775K +$22K +510 +3%
RJA
46
Raymond James & Associates
Florida
$747K +$171K +3,968 +30%
CA
47
Cetera Advisors
Colorado
$615K +$31.1K +721 +5%
JMPWA
48
JP Morgan Private Wealth Advisors
California
$611K
PA
49
Parallel Advisors
California
$594K
Bank of New York Mellon
50
Bank of New York Mellon
New York
$584K -$15.9K -369 -3%