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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
$3.39M -$10.3K -224 -0.3%
MFS
27
Madrona Financial Services
Washington
$2.79M -$421K -9,162 -12%
WA
28
Waverly Advisors
Alabama
$2.67M -$687K -14,960 -19%
SFG
29
Sage Financial Group
Pennsylvania
$2.48M +$347K +7,556 +14%
TF
30
TIAA FSB
Florida
$2.42M +$2.68M +58,470 New
NWM
31
Northwest Wealth Management
Iowa
$2.36M +$9.09K +198 +0.3%
Truist Financial
32
Truist Financial
North Carolina
$2.33M -$1.54M -33,562 -37%
PPA
33
Parametric Portfolio Associates
Washington
$2.27M -$10.1M -219,432 -80%
PWAG
34
Polaris Wealth Advisory Group
California
$2.19M +$14.1K +308 +0.6%
VWA
35
Visionary Wealth Advisors
Illinois
$2.13M +$185K +4,024 +8%
WA
36
WestEnd Advisors
North Carolina
$2.09M +$2.3M +50,217 +16,357%
SFG
37
StrategIQ Financial Group
Indiana
$2.03M -$16K -349 -0.7%
NG
38
Northstar Group
New York
$1.83M -$173K -3,765 -8%
BWA
39
Burt Wealth Advisors
Maryland
$1.77M +$374K +8,156 +24%
BCM
40
Brookstone Capital Management
Illinois
$1.57M +$124K +2,702 +8%
SFWA
41
Summit Financial Wealth Advisors
Louisiana
$1.49M -$1.45M -31,517 -47%
AAS
42
Annex Advisory Services
Wisconsin
$1.46M -$1.09M -23,776 -40%
PAG
43
Private Advisor Group
New Jersey
$1.4M -$95.8K -2,088 -6%
VFP
44
Verus Financial Partners
Virginia
$1.4M -$16.8K -367 -1%
SFWC
45
Strategic Family Wealth Counselors
New Jersey
$1.36M +$1.51M +32,978 New
CWM
46
Cahaba Wealth Management
Georgia
$1.31M -$118K -2,561 -7%
NAS
47
Nicolet Advisory Services
Wisconsin
$1.14M -$64.1K -1,397 -5%
RWM
48
Reston Wealth Management
Virginia
$1.12M -$790K -17,203 -39%
PFA
49
Professional Financial Advisors
Nebraska
$1.07M +$919K +20,028 +450%
AF
50
Advisornet Financial
Minnesota
$1.07M -$144K -3,133 -11%