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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$8.61M -$283K -6,006 -3%
GFS
27
GYL Financial Synergies
Connecticut
$7.95M +$7.61M +161,760 +2,395%
Victory Capital Management
28
Victory Capital Management
Texas
$7.5M +$4.81M +102,191 +180%
AF
29
Affiance Financial
Minnesota
$7.28M +$7.25M +154,156 +71,700%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$6.51M +$786K +16,699 +14%
BWP
31
BSW Wealth Partners
Colorado
$6.44M +$6.43M +136,591 New
PAMG
32
Patton Albertson Miller Group
Tennessee
$6.38M +$2.66M +56,541 +72%
CWA
33
Consilium Wealth Advisory
Texas
$6.24M -$1.01M -21,461 -14%
ACP
34
Aveo Capital Partners
Colorado
$6.2M -$238K -5,062 -4%
Corient Private Wealth
35
Corient Private Wealth
Florida
$5.91M +$5.9M +125,383 New
SFWC
36
Strategic Family Wealth Counselors
New Jersey
$5.62M +$3.4M +72,229 +154%
TPWA
37
TRUE Private Wealth Advisors
Oregon
$5.07M +$114K +2,413 +2%
WQ
38
Wealth Quarterback
New Jersey
$4.66M +$4.65M +98,743 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$4.17M -$202K -4,302 -5%
WCG
40
Weaver Consulting Group
California
$4.13M -$157K -3,343 -4%
UW
41
Unique Wealth
Florida
$4.02M +$4.01M +85,185 New
LIA
42
LBMC Investment Advisors
Tennessee
$3.92M -$18.8K -400 -0.5%
FFA
43
First Foundation Advisors
California
$3.85M +$3.84M +81,679 New
PCMC
44
Private Capital Management (Colorado)
Colorado
$3.62M +$2.94M +62,401 +433%
SWP
45
Stratos Wealth Partners
Ohio
$3.52M +$2.2M +46,760 +168%
MSA
46
Marino Stram & Associates
Massachusetts
$3.48M -$533K -11,318 -13%
FHC
47
Fort Henry Capital
West Virginia
$3.26M -$36K -765 -1%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$3.2M -$1.55M -32,865 -33%
BWA
49
Burt Wealth Advisors
Maryland
$3.16M +$2.36M +50,157 +299%
NWM
50
Northwest Wealth Management
Iowa
$2.82M +$33.1K +703 +1%