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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
$3.26M -$43.3K -861 -1%
NWM
27
Northwest Wealth Management
Iowa
$3.25M +$111K +2,211 +4%
SFWC
28
Strategic Family Wealth Counselors
New Jersey
$2.65M +$365K +7,261 +17%
VWA
29
Visionary Wealth Advisors
Illinois
$2.6M -$32.7K -649 -1%
BWA
30
Burt Wealth Advisors
Maryland
$2.56M +$256K +5,095 +12%
SFG
31
StrategIQ Financial Group
Indiana
$2.53M +$111K +2,215 +5%
CFA
32
Cahill Financial Advisors
Minnesota
$2.5M -$617K -12,257 -20%
Ameriprise
33
Ameriprise
Minnesota
$2.43M -$119K -2,373 -5%
PWAG
34
Polaris Wealth Advisory Group
California
$2.13M -$26.7K -530 -1%
AAS
35
Annex Advisory Services
Wisconsin
$2.06M +$96K +1,907 +5%
OFG
36
Oxford Financial Group
Indiana
$2.03M -$627K -12,456 -24%
AL
37
Aspiriant LLC
California
$1.97M +$634K +12,593 +50%
NG
38
Northstar Group
New York
$1.9M -$6.29K -125 -0.3%
IA
39
IFP Advisors
Florida
$1.83M +$1.75M +34,812 +13,598%
BCM
40
Brookstone Capital Management
Illinois
$1.79M +$122K +2,430 +8%
HIP
41
Harrell Investment Partners
Texas
$1.75M +$950K +18,871 +129%
VFP
42
Verus Financial Partners
Virginia
$1.74M +$1.67M +33,265 New
TPWA
43
TRUE Private Wealth Advisors
Oregon
$1.64M -$271K -5,382 -15%
RCA
44
Rowland Carmichael Advisors
Arizona
$1.6M +$320K +6,355 +26%
CWM
45
Cahaba Wealth Management
Georgia
$1.58M -$199K -3,947 -12%
RWM
46
Reston Wealth Management
Virginia
$1.51M -$36.8K -732 -2%
SWP
47
Stratos Wealth Partners
Ohio
$1.51M -$99.1K -1,970 -6%
FI
48
FormulaFolio Investments
Michigan
$1.5M +$1.45M +28,753 New
PFA
49
Professional Financial Advisors
Nebraska
$1.47M -$160K -3,170 -10%
NAS
50
Nicolet Advisory Services
Wisconsin
$1.45M -$403 -8 -0%