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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
26
Sage Financial Group
Pennsylvania
$5.54M +$2.2M +43,719 +61%
WA
27
Waverly Advisors
Alabama
$5.32M +$1.92M +38,180 +53%
TPWA
28
TRUE Private Wealth Advisors
Oregon
$5.23M +$410K +8,140 +8%
PA
29
Paragon Advisors
Texas
$5.09M +$5.34M +106,095 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$4.79M -$473K -9,390 -9%
Brown Advisory
31
Brown Advisory
Maryland
$4.47M
WCG
32
Weaver Consulting Group
California
$4.38M -$43.4K -863 -0.9%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$4.14M -$277K -5,500 -6%
LIA
34
LBMC Investment Advisors
Tennessee
$3.82M +$3.57K +71 +0.1%
Truist Financial
35
Truist Financial
North Carolina
$3.71M +$1.37M +27,248 +54%
PAMG
36
Patton Albertson Miller Group
Tennessee
$3.69M -$14.3K -285 -0.4%
CA
37
Calton & Associates
Florida
$3.52M -$1.12M -22,304 -23%
AI
38
Atria Investments
North Carolina
$3.48M -$5.09M -101,171 -58%
MSA
39
Marino Stram & Associates
Massachusetts
$3.45M +$11.2K +223 +0.3%
FHC
40
Fort Henry Capital
West Virginia
$3.31M +$59.7K +1,186 +2%
AT
41
Arden Trust
Delaware
$3.12M +$3.27M +65,015 New
Franklin Resources
42
Franklin Resources
California
$3.12M +$3.27M +65,015 New
HIP
43
Harrell Investment Partners
Texas
$3.08M -$80.4K -1,598 -2%
NWM
44
Northwest Wealth Management
Iowa
$2.89M -$107K -2,128 -3%
VIP
45
Viewpoint Investment Partners
Alberta, Canada
$2.76M
Ameriprise
46
Ameriprise
Minnesota
$2.74M +$449K +8,916 +18%
RFA
47
RTD Financial Advisors
Pennsylvania
$2.47M -$191K -3,791 -7%
AAS
48
Annex Advisory Services
Wisconsin
$2.36M +$111K +2,212 +5%
VWA
49
Visionary Wealth Advisors
Illinois
$2.34M +$16.3K +323 +0.7%
SFG
50
StrategIQ Financial Group
Indiana
$2.33M -$187K -3,707 -7%