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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Waverly Advisors
Alabama
$3.45M +$336K +7,351 +11%
SFWA
27
Summit Financial Wealth Advisors
Louisiana
$3.08M -$1.15M -25,213 -27%
AAS
28
Annex Advisory Services
Wisconsin
$2.78M +$175K +3,828 +7%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$2.64M +$180K +3,942 +7%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$2.46M +$1.37M +29,987 +128%
PWAG
31
Polaris Wealth Advisory Group
California
$2.37M +$39.4K +862 +2%
PAG
32
Private Advisor Group
New Jersey
$2.28M -$174K -3,821 -7%
NG
33
Northstar Group
New York
$2.28M -$65.8K -1,441 -3%
SFG
34
Sage Financial Group
Pennsylvania
$2.26M +$347K +7,609 +18%
NWM
35
Northwest Wealth Management
Iowa
$2.15M +$212K +4,639 +11%
SFG
36
StrategIQ Financial Group
Indiana
$2.07M +$134K +2,942 +7%
Jane Street
37
Jane Street
New York
$2.03M +$845K +18,503 +72%
RWM
38
Reston Wealth Management
Virginia
$1.98M +$91.7K +2,009 +5%
BTS
39
BB&T Securities
Virginia
$1.77M +$453K +9,911 +35%
BWA
40
Burt Wealth Advisors
Maryland
$1.74M +$3.1K +68 +0.2%
BCM
41
Brookstone Capital Management
Illinois
$1.61M -$39.4K -862 -2%
WWM
42
Western Wealth Management
Colorado
$1.59M +$29.6K +648 +2%
VFP
43
Verus Financial Partners
Virginia
$1.58M -$2.15M -47,130 -58%
AG
44
Advisor Group
Arizona
$1.54M -$322K -7,059 -17%
CWM
45
Cahaba Wealth Management
Georgia
$1.48M -$111K -2,421 -7%
NAS
46
Nicolet Advisory Services
Wisconsin
$1.41M +$35.8K +785 +3%
AF
47
Advisornet Financial
Minnesota
$1.21M +$164K +3,598 +16%
Citadel Advisors
48
Citadel Advisors
Florida
$1.18M +$1.17M +25,704 New
EA
49
Efficient Advisors
Ohio
$1.12M +$61.3K +1,343 +6%
JFA
50
JNBA Financial Advisors
Minnesota
$1.09M -$36.9K -808 -3%