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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
26
Northwest Wealth Management
Iowa
$3.53M +$17K +307 +0.5%
CA
27
Calton & Associates
Florida
$3.48M -$67.3K -1,219 -2%
SFG
28
Sage Financial Group
Pennsylvania
$3.4M -$37.3K -675 -1%
SFG
29
StrategIQ Financial Group
Indiana
$2.98M +$139K +2,514 +5%
SFWC
30
Strategic Family Wealth Counselors
New Jersey
$2.85M +$5.52K +100 +0.2%
BWA
31
Burt Wealth Advisors
Maryland
$2.73M +$110 +2 +0%
AAS
32
Annex Advisory Services
Wisconsin
$2.6M +$23.6K +428 +0.9%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$2.59M +$1.94M +35,099 +313%
Ameriprise
34
Ameriprise
Minnesota
$2.51M -$34.6K -626 -1%
VWA
35
Visionary Wealth Advisors
Illinois
$2.5M -$126K -2,290 -5%
Citadel Advisors
36
Citadel Advisors
Florida
$2.43M +$479K +8,674 +25%
Truist Financial
37
Truist Financial
North Carolina
$2.29M +$255K +4,616 +13%
CFA
38
Cahill Financial Advisors
Minnesota
$2.26M -$64.5K -1,168 -3%
PWAG
39
Polaris Wealth Advisory Group
California
$2.15M -$18.9K -343 -0.9%
GW
40
GW & Wade
Massachusetts
$2.13M +$21.3K +385 +1%
AWM
41
AE Wealth Management
Kansas
$2.1M -$45.3M -820,805 -96%
KA
42
Kovack Advisors
Florida
$2.07M -$31.5K -570 -2%
BCM
43
Brookstone Capital Management
Illinois
$2.01M -$121K -2,193 -6%
VFP
44
Verus Financial Partners
Virginia
$1.93M +$21.8K +395 +1%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$1.76M +$414K +7,492 +31%
BCM
46
BlueCrest Capital Management
Jersey
$1.76M +$1.03M +18,684 +147%
RWM
47
Reston Wealth Management
Virginia
$1.7M +$152K +2,757 +10%
NG
48
Northstar Group
New York
$1.68M -$173K -3,137 -9%
TPWA
49
TRUE Private Wealth Advisors
Oregon
$1.68M -$17.9K -324 -1%
FAAM
50
First Ascent Asset Management
Colorado
$1.65M +$30.8K +558 +2%