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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$4.38M +$4.24M +75,190 +2,035%
PAMG
27
Patton Albertson Miller Group
Tennessee
$4.31M +$99.6K +1,766 +2%
CA
28
Calton & Associates
Florida
$4.3M +$862K +15,281 +25%
MSA
29
Marino Stram & Associates
Massachusetts
$4.12M +$4.19M +74,261 New
HIP
30
Harrell Investment Partners
Texas
$4.1M +$123K +2,189 +3%
WA
31
Waverly Advisors
Alabama
$3.77M -$161K -2,851 -4%
NWM
32
Northwest Wealth Management
Iowa
$3.51M +$11.8K +209 +0.3%
SFG
33
Sage Financial Group
Pennsylvania
$3.47M +$104K +1,842 +3%
SFG
34
StrategIQ Financial Group
Indiana
$2.82M -$134K -2,370 -4%
SFWC
35
Strategic Family Wealth Counselors
New Jersey
$2.8M -$25.2K -446 -0.9%
VWA
36
Visionary Wealth Advisors
Illinois
$2.73M +$256K +4,536 +10%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$2.71M +$147K +2,612 +6%
BWA
38
Burt Wealth Advisors
Maryland
$2.71M +$226 +4 +0%
Ameriprise
39
Ameriprise
Minnesota
$2.56M +$64.3K +1,141 +3%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$2.49M +$2.53M +44,949 New
AAS
41
Annex Advisory Services
Wisconsin
$2.32M -$260K -4,610 -10%
Brown Advisory
42
Brown Advisory
Maryland
$2.27M +$2.31M +40,900 New
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$2.23M +$497K +8,804 +28%
CFA
44
Cahill Financial Advisors
Minnesota
$2.21M -$21.5K -381 -0.9%
Truist Financial
45
Truist Financial
North Carolina
$2.17M -$91.9K -1,630 -4%
GW
46
GW & Wade
Massachusetts
$2.17M +$64.5K +1,144 +3%
PWAG
47
Polaris Wealth Advisory Group
California
$2.13M +$4.17K +74 +0.2%
B
48
Brightworth
Georgia
$2.12M +$2.16M +38,271 New
GM
49
GeoWealth Management
Illinois
$2.1M +$2.13M +37,756 New
BCM
50
Brookstone Capital Management
Illinois
$2.04M +$46.7K +828 +2%