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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Annex Advisory Services
Wisconsin
$2.32M +$165K +3,654 +8%
GFPC
27
Global Financial Private Capital
Florida
$2.25M -$119K -2,623 -11%
JWM
28
Jackson Wealth Management
Florida
$2.18M -$34.3K -758 -2%
CAN
29
Cetera Advisor Networks
California
$1.8M +$55.4K +1,225 +3%
AIP
30
Ahrens Investment Partners
Louisiana
$1.74M +$9.04K +200 +0.5%
RCG
31
Ruggie Capital Group
Florida
$1.73M -$41.9K -927 -2%
BWA
32
Burt Wealth Advisors
Maryland
$1.64M +$1.08K +24 +0.1%
PWAG
33
Polaris Wealth Advisory Group
California
$1.51M +$6.38K +141 +0.4%
CA
34
Cetera Advisors
Colorado
$1.42M +$275K +6,080 +24%
SCM
35
Stonehearth Capital Management
Massachusetts
$1.41M +$86.1K +1,905 +6%
BTS
36
BB&T Securities
Virginia
$1.39M +$243K +5,372 +21%
NWM
37
Northwest Wealth Management
Iowa
$1.38M +$147K +3,242 +12%
DAS
38
Dynamic Advisor Solutions
Arizona
$1.37M +$1.39M +30,727 New
SFG
39
StrategIQ Financial Group
Indiana
$1.36M -$14.8K -328 -1%
IA
40
IFP Advisors
Florida
$1.32M
Stifel Financial
41
Stifel Financial
Missouri
$1.31M +$1.09M +24,213 +462%
CCM
42
Coldstream Capital Management
Washington
$1.12M +$1.14M +25,198 New
EA
43
Efficient Advisors
Ohio
$1.1M +$19.9K +439 +2%
PAG
44
Private Advisor Group
New Jersey
$1.07M +$611K +13,512 +127%
ACS
45
Archford Capital Strategies
Illinois
$1.03M +$96.2K +2,127 +11%
Jane Street
46
Jane Street
New York
$1.01M +$1.03M +22,710 New
MML Investors Services
47
MML Investors Services
Massachusetts
$926K +$155K +3,420 +20%
Goldman Sachs
48
Goldman Sachs
New York
$905K -$13.6K -301 -1%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$841K +$628K +13,882 +278%
AG
50
Advisor Group
Arizona
$825K +$20.3K +448 +2%