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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
$3.5M -$5.18K -115 -0.2%
WA
27
Waverly Advisors
Alabama
$3.11M -$54.8K -1,217 -2%
AAS
28
Annex Advisory Services
Wisconsin
$2.6M +$39.6K +880 +2%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$2.45M -$30.9K -686 -1%
PWAG
30
Polaris Wealth Advisory Group
California
$2.38M +$10.1K +225 +0.4%
PAG
31
Private Advisor Group
New Jersey
$2.37M -$96.4K -2,141 -4%
NG
32
Northstar Group
New York
$2.34M -$156K -3,472 -6%
NWM
33
Northwest Wealth Management
Iowa
$1.94M -$62.9K -1,397 -3%
SFG
34
StrategIQ Financial Group
Indiana
$1.93M +$135K +3,000 +8%
SFG
35
Sage Financial Group
Pennsylvania
$1.91M +$227K +5,042 +14%
RWM
36
Reston Wealth Management
Virginia
$1.88M +$5.41K +120 +0.3%
AG
37
Advisor Group
Arizona
$1.86M -$162K -3,594 -8%
BWA
38
Burt Wealth Advisors
Maryland
$1.73M -$15.6K -346 -0.9%
BCM
39
Brookstone Capital Management
Illinois
$1.65M -$12.8K -285 -0.8%
RCA
40
Rowland Carmichael Advisors
Arizona
$1.63M +$282K +6,251 +21%
CWM
41
Cahaba Wealth Management
Georgia
$1.59M +$37.7K +837 +2%
WWM
42
Western Wealth Management
Colorado
$1.56M +$7.66K +170 +0.5%
NAS
43
Nicolet Advisory Services
Wisconsin
$1.37M +$110K +2,433 +9%
BTS
44
BB&T Securities
Virginia
$1.31M -$56.2K -1,248 -4%
CCM
45
Coldstream Capital Management
Washington
$1.26M -$89.6K -1,989 -7%
Jane Street
46
Jane Street
New York
$1.18M +$80.8K +1,794 +8%
JFA
47
JNBA Financial Advisors
Minnesota
$1.13M +$24K +532 +2%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$1.08M +$99.1K +2,200 +10%
EA
49
Efficient Advisors
Ohio
$1.06M -$28K -622 -3%
AFP
50
Ausdal Financial Partners
Iowa
$1.05M +$45.6K +1,013 +5%