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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
26
Global Financial Private Capital
Florida
$2.37M +$48.6K +1,086 +5%
AAS
27
Annex Advisory Services
Wisconsin
$2.27M -$171K -3,812 -7%
JWM
28
Jackson Wealth Management
Florida
$2.16M -$67.3K -1,503 -3%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.82M +$427K +9,524 +31%
CAN
30
Cetera Advisor Networks
California
$1.74M -$46.6K -1,041 -3%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$1.69M -$45 -1 -0%
PAG
32
Private Advisor Group
New Jersey
$1.67M +$1.66M +37,030 New
BWA
33
Burt Wealth Advisors
Maryland
$1.67M +$6.14K +137 +0.4%
Lido Advisors
34
Lido Advisors
California
$1.66M -$845K -18,863 -34%
SFG
35
StrategIQ Financial Group
Indiana
$1.65M +$140K +3,117 +9%
FAIM
36
Financial Advocates Investment Management
Washington
$1.56M +$361K +8,062 +30%
Goldman Sachs
37
Goldman Sachs
New York
$1.56M +$512K +11,440 +49%
NWM
38
Northwest Wealth Management
Iowa
$1.46M +$17.4K +389 +1%
BTS
39
BB&T Securities
Virginia
$1.41M -$9.18K -205 -0.6%
Citadel Advisors
40
Citadel Advisors
Florida
$1.39M +$711K +15,879 +106%
PWAG
41
Polaris Wealth Advisory Group
California
$1.34M -$181K -4,039 -12%
CCM
42
Coldstream Capital Management
Washington
$1.27M +$92.4K +2,062 +8%
Stifel Financial
43
Stifel Financial
Missouri
$1.27M -$37.4K -835 -3%
AG
44
Advisor Group
Arizona
$1.15M +$320K +7,146 +39%
EA
45
Efficient Advisors
Ohio
$1.1M -$4.57K -102 -0.4%
VFP
46
Verus Financial Partners
Virginia
$1.07M +$178K +3,965 +20%
CA
47
Cetera Advisors
Colorado
$962K -$219K -4,890 -19%
AFP
48
Ausdal Financial Partners
Iowa
$948K +$107K +2,392 +13%
RCG
49
Ruggie Capital Group
Florida
$938K -$830K -18,530 -47%
IA
50
IFP Advisors
Florida
$937K -$18K -401 -2%