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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$5.96M +$5.29M +93,323 +836%
CA
27
Calton & Associates
Florida
$5.41M +$982K +17,304 +22%
Brown Advisory
28
Brown Advisory
Maryland
$5.31M +$2.96M +52,174 +128%
WCG
29
Weaver Consulting Group
California
$5.31M +$109K +1,919 +2%
National Bank of Canada
30
National Bank of Canada
Quebec, Canada
$5.27M +$5.23M +92,268 New
SFG
31
Sage Financial Group
Pennsylvania
$5.16M +$1.57M +27,690 +44%
CWA
32
Consilium Wealth Advisory
Texas
$4.99M +$4.95M +87,332 New
MFS
33
Madrona Financial Services
Washington
$4.75M -$3.86K -68 -0.1%
BCM
34
BlueCrest Capital Management
Jersey
$4.63M +$4.3M +75,736 +1,385%
LIA
35
LBMC Investment Advisors
Tennessee
$4.58M -$2.05M -36,196 -31%
Ameriprise
36
Ameriprise
Minnesota
$4.5M +$1.85M +32,585 +71%
PAMG
37
Patton Albertson Miller Group
Tennessee
$4.5M +$55.7K +982 +1%
MSA
38
Marino Stram & Associates
Massachusetts
$4.23M -$6.58K -116 -0.2%
HIP
39
Harrell Investment Partners
Texas
$3.94M -$284K -5,010 -7%
Truist Financial
40
Truist Financial
North Carolina
$3.91M +$1.66M +29,222 +75%
FHC
41
Fort Henry Capital
West Virginia
$3.9M -$975K -17,185 -20%
WA
42
Waverly Advisors
Alabama
$3.89M +$323K +5,697 +9%
NWM
43
Northwest Wealth Management
Iowa
$3.67M +$62.9K +1,108 +2%
VIP
44
Viewpoint Investment Partners
Alberta, Canada
$3.29M +$3.27M +57,590 New
AAS
45
Ameritas Advisory Services
Nebraska
$3.27M +$3.25M +57,361 New
SFWC
46
Strategic Family Wealth Counselors
New Jersey
$3.02M +$132K +2,319 +5%
RFA
47
RTD Financial Advisors
Pennsylvania
$2.96M +$2.95M +51,938 New
VWA
48
Visionary Wealth Advisors
Illinois
$2.93M +$128K +2,259 +5%
BWA
49
Burt Wealth Advisors
Maryland
$2.9M +$115K +2,025 +4%
SFG
50
StrategIQ Financial Group
Indiana
$2.86M -$41.1K -724 -1%