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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIA
26
LBMC Investment Advisors
Tennessee
$3.48M +$361K +8,425 +11%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$2.94M +$2.7M +63,038 +783%
SFG
28
Sage Financial Group
Pennsylvania
$2.94M +$3.04M +71,043 New
Stifel Financial
29
Stifel Financial
Missouri
$2.82M +$1.72M +40,111 +143%
M&T Bank
30
M&T Bank
New York
$2.59M +$2.68M +62,711 New
WA
31
WestEnd Advisors
North Carolina
$2.55M +$2.51M +58,718 +1,898%
WA
32
Waverly Advisors
Alabama
$2.49M +$25.4K +593 +1%
SWP
33
Stratos Wealth Partners
Ohio
$2.48M +$2.2M +51,286 +591%
BWA
34
Burt Wealth Advisors
Maryland
$2.41M +$917K +21,432 +58%
NG
35
Northstar Group
New York
$2.39M -$390K -9,118 -13%
AAS
36
Annex Advisory Services
Wisconsin
$2.2M +$130K +3,032 +6%
GFPC
37
Global Financial Private Capital
Florida
$2.07M +$800K +18,692 +84%
PWAG
38
Polaris Wealth Advisory Group
California
$2.02M +$815K +19,029 +64%
PAG
39
Private Advisor Group
New Jersey
$2M +$485K +11,338 +31%
SF
40
Summit Financial
New Jersey
$1.94M +$2.02M +47,079 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$1.8M +$1.87M +43,669 New
CAN
42
Cetera Advisor Networks
California
$1.63M +$41K +958 +2%
VWM
43
Venturi Wealth Management
Texas
$1.62M +$1.69M +39,538 New
SFG
44
StrategIQ Financial Group
Indiana
$1.6M +$88K +2,056 +6%
NWM
45
Northwest Wealth Management
Iowa
$1.58M +$247K +5,764 +18%
BCM
46
Brookstone Capital Management
Illinois
$1.46M -$1.63M -38,147 -52%
AG
47
Advisor Group
Arizona
$1.45M +$416K +9,726 +38%
CWM
48
Cahaba Wealth Management
Georgia
$1.41M +$1.46M +34,141 New
RWM
49
Reston Wealth Management
Virginia
$1.3M +$1.34M +31,380 New
Lido Advisors
50
Lido Advisors
California
$1.28M -$259K -6,042 -16%