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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHC
26
First Heartland Consultants
Missouri
$3.41M -$360K -8,291 -10%
WA
27
Waverly Advisors
Alabama
$3.08M +$372K +8,566 +14%
AAS
28
Annex Advisory Services
Wisconsin
$2.49M +$104K +2,398 +4%
NG
29
Northstar Group
New York
$2.43M -$194K -4,469 -8%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$2.41M +$1.38M +31,811 +143%
PAG
31
Private Advisor Group
New Jersey
$2.4M +$309K +7,104 +15%
PWAG
32
Polaris Wealth Advisory Group
California
$2.31M +$112K +2,569 +5%
SF
33
Summit Financial
New Jersey
$2.11M +$4.08K +94 +0.2%
AG
34
Advisor Group
Arizona
$1.97M +$390K +8,984 +26%
NWM
35
Northwest Wealth Management
Iowa
$1.95M +$232K +5,335 +14%
RWM
36
Reston Wealth Management
Virginia
$1.84M +$408K +9,396 +30%
SFG
37
StrategIQ Financial Group
Indiana
$1.74M +$12.6K +289 +0.7%
GFPC
38
Global Financial Private Capital
Florida
$1.74M -$94.5K -2,175 -5%
BWA
39
Burt Wealth Advisors
Maryland
$1.7M -$882K -20,298 -35%
CAN
40
Cetera Advisor Networks
California
$1.65M -$112K -2,567 -7%
SFG
41
Sage Financial Group
Pennsylvania
$1.63M -$1.5M -34,569 -49%
BCM
42
Brookstone Capital Management
Illinois
$1.61M +$36.2K +833 +2%
CWM
43
Cahaba Wealth Management
Georgia
$1.51M -$19.3K -444 -1%
WWM
44
Western Wealth Management
Colorado
$1.51M +$1.25M +28,750 +584%
VFP
45
Verus Financial Partners
Virginia
$1.4M +$324K +7,445 +31%
BTS
46
BB&T Securities
Virginia
$1.33M -$10.1M -231,966 -89%
CCM
47
Coldstream Capital Management
Washington
$1.31M +$33.9K +780 +3%
RCA
48
Rowland Carmichael Advisors
Arizona
$1.3M +$1.11M +25,431 +680%
Lido Advisors
49
Lido Advisors
California
$1.22M -$149K -3,431 -11%
NAS
50
Nicolet Advisory Services
Wisconsin
$1.22M +$1.19M +27,303 New