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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
26
National Bank of Canada
Quebec, Canada
$4.71M -$851K -17,562 -14%
TPWA
27
TRUE Private Wealth Advisors
Oregon
$4.71M -$182K -3,756 -3%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$4.51M +$700K +14,462 +17%
Brown Advisory
29
Brown Advisory
Maryland
$4.17M
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$4.16M -$334K -6,890 -7%
WCG
31
Weaver Consulting Group
California
$4.07M -$19K -393 -0.4%
MSA
32
Marino Stram & Associates
Massachusetts
$3.81M +$641K +13,238 +18%
LIA
33
LBMC Investment Advisors
Tennessee
$3.74M +$193K +3,990 +5%
PAMG
34
Patton Albertson Miller Group
Tennessee
$3.52M +$89.7K +1,851 +2%
WA
35
Waverly Advisors
Alabama
$3.29M -$1.81M -37,387 -34%
FHC
36
Fort Henry Capital
West Virginia
$3.13M +$48.3K +997 +1%
SFG
37
Sage Financial Group
Pennsylvania
$3.03M -$2.31M -47,764 -41%
RFA
38
RTD Financial Advisors
Pennsylvania
$2.67M +$395K +8,148 +16%
NWM
39
Northwest Wealth Management
Iowa
$2.64M -$54.6K -1,127 -2%
VIP
40
Viewpoint Investment Partners
Alberta, Canada
$2.58M
Victory Capital Management
41
Victory Capital Management
Texas
$2.54M +$2.75M +56,751 New
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$2.52M +$571K +11,794 +26%
AAS
43
Annex Advisory Services
Wisconsin
$2.31M +$121K +2,503 +5%
VWA
44
Visionary Wealth Advisors
Illinois
$2.25M +$71.3K +1,472 +3%
Jane Street
45
Jane Street
New York
$2.25M +$2.08M +42,985 +594%
SFG
46
StrategIQ Financial Group
Indiana
$2.16M -$16.3K -337 -0.7%
FAAM
47
First Ascent Asset Management
Colorado
$2.11M +$83.2K +1,718 +4%
SFWC
48
Strategic Family Wealth Counselors
New Jersey
$2.1M
EIG
49
Ellenbecker Investment Group
Wisconsin
$2.03M +$728K +15,036 +50%
CFA
50
Cahill Financial Advisors
Minnesota
$1.98M -$47.6K -982 -2%