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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WQ
26
Wealth Quarterback
New Jersey
$4.97M +$29.8K +605 +0.6%
TPWA
27
TRUE Private Wealth Advisors
Oregon
$4.58M -$785K -15,953 -15%
WCG
28
Weaver Consulting Group
California
$4.33M -$51.5K -1,047 -1%
UW
29
Unique Wealth
Florida
$4.21M -$47.6K -967 -1%
LIA
30
LBMC Investment Advisors
Tennessee
$4.09M -$68.9K -1,401 -2%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$3.96M -$457K -9,284 -10%
Stifel Financial
32
Stifel Financial
Missouri
$3.9M -$24.6M -500,783 -87%
MSA
33
Marino Stram & Associates
Massachusetts
$3.69M
BWA
34
Burt Wealth Advisors
Maryland
$3.35M +$295 +6 +0%
FHC
35
Fort Henry Capital
West Virginia
$3.26M -$197K -4,000 -6%
FFA
36
First Foundation Advisors
California
$3.13M -$944K -19,181 -23%
NWM
37
Northwest Wealth Management
Iowa
$2.91M -$75.4K -1,533 -3%
EIG
38
Ellenbecker Investment Group
Wisconsin
$2.87M -$424K -8,618 -18%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$2.77M -$614K -12,484 -18%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$2.69M -$20.5M -416,636 -89%
FAAM
41
First Ascent Asset Management
Colorado
$2.67M -$52.6K -1,070 -2%
GW
42
GW & Wade
Massachusetts
$2.65M -$215K -4,380 -8%
LPAM
43
Lodestar Private Asset Management
California
$2.52M +$276K +5,605 +13%
SFWC
44
Strategic Family Wealth Counselors
New Jersey
$2.5M -$3.4M -69,132 -58%
SFG
45
StrategIQ Financial Group
Indiana
$2.39M -$46.6K -948 -2%
BCM
46
Brookstone Capital Management
Illinois
$2.33M +$116K +2,357 +5%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$2.23M -$24.8M -504,153 -92%
CFA
48
Cahill Financial Advisors
Minnesota
$2.22M +$5.86K +119 +0.3%
VIP
49
Viewpoint Investment Partners
Alberta, Canada
$2.19M
VWA
50
Visionary Wealth Advisors
Illinois
$2.19M -$250K -5,078 -10%