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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFA
26
Kays Financial Advisory
Georgia
$3.46M +$1.71M +35,506 +99%
Truist Financial
27
Truist Financial
North Carolina
$3.15M +$1.33M +27,489 +73%
CFA
28
Cahill Financial Advisors
Minnesota
$2.92M -$1.69M -35,046 -37%
WA
29
Waverly Advisors
Alabama
$2.92M -$54.8K -1,137 -2%
NWM
30
Northwest Wealth Management
Iowa
$2.91M +$72.9K +1,512 +3%
OFG
31
Oxford Financial Group
Indiana
$2.49M -$1.98M -41,087 -44%
VWA
32
Visionary Wealth Advisors
Illinois
$2.44M -$1.3K -27 -0.1%
Ameriprise
33
Ameriprise
Minnesota
$2.44M -$9.64M -199,995 -80%
SFG
34
StrategIQ Financial Group
Indiana
$2.24M -$49.3K -1,023 -2%
BWA
35
Burt Wealth Advisors
Maryland
$2.13M +$241 +5 +0%
SFWC
36
Strategic Family Wealth Counselors
New Jersey
$2.11M -$667K -13,840 -24%
PWAG
37
Polaris Wealth Advisory Group
California
$1.98M -$658K -13,653 -25%
AAS
38
Annex Advisory Services
Wisconsin
$1.81M +$38.4K +797 +2%
TPWA
39
TRUE Private Wealth Advisors
Oregon
$1.78M -$42.8K -887 -2%
NG
40
Northstar Group
New York
$1.77M -$103K -2,128 -5%
CWM
41
Cahaba Wealth Management
Georgia
$1.63M -$82.9K -1,720 -5%
BCM
42
Brookstone Capital Management
Illinois
$1.54M +$131K +2,712 +9%
SWP
43
Stratos Wealth Partners
Ohio
$1.5M -$2.85M -59,140 -66%
PFA
44
Professional Financial Advisors
Nebraska
$1.48M +$329K +6,824 +28%
RWM
45
Reston Wealth Management
Virginia
$1.44M +$43.4K +900 +3%
NAS
46
Nicolet Advisory Services
Wisconsin
$1.34M -$6.7K -139 -0.5%
AF
47
Advisornet Financial
Minnesota
$1.29M -$67.7K -1,404 -5%
FAAM
48
First Ascent Asset Management
Colorado
$1.27M +$61.9K +1,283 +5%
AFP
49
Ausdal Financial Partners
Iowa
$1.23M +$67.7K +1,403 +6%
AL
50
Aspiriant LLC
California
$1.22M +$1.22M +25,206 New