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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAMG
26
Patton Albertson Miller Group
Tennessee
$4.3M -$1.17M -23,301 -22%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$4.19M +$111K +2,196 +3%
LIA
28
LBMC Investment Advisors
Tennessee
$4.15M -$57.9K -1,151 -1%
Stifel Financial
29
Stifel Financial
Missouri
$3.99M -$18K -358 -0.5%
RJA
30
Raymond James & Associates
Florida
$3.93M -$1.3M -25,903 -25%
WCG
31
Weaver Consulting Group
California
$3.93M -$516K -10,263 -12%
MSA
32
Marino Stram & Associates
Massachusetts
$3.82M +$23.8K +473 +0.6%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$3.55M +$688K +13,664 +25%
BWA
34
Burt Wealth Advisors
Maryland
$3.44M +$151 +3 +0%
BCM
35
Brookstone Capital Management
Illinois
$3.39M +$1.04M +20,584 +44%
FHC
36
Fort Henry Capital
West Virginia
$3.34M -$5.69K -113 -0.2%
FFA
37
First Foundation Advisors
California
$3.17M -$46K -914 -1%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$3.14M +$370K +7,346 +14%
FAAM
39
First Ascent Asset Management
Colorado
$2.97M +$217K +4,303 +8%
VIP
40
Viewpoint Investment Partners
Alberta, Canada
$2.96M +$692K +13,760 +31%
NWM
41
Northwest Wealth Management
Iowa
$2.87M -$118K -2,343 -4%
EIG
42
Ellenbecker Investment Group
Wisconsin
$2.79M +$771K +15,326 +39%
LPAM
43
Lodestar Private Asset Management
California
$2.64M +$48.8K +970 +2%
GW
44
GW & Wade
Massachusetts
$2.6M -$128K -2,545 -5%
SFWC
45
Strategic Family Wealth Counselors
New Jersey
$2.57M
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$2.5M +$400K +7,943 +20%
RL
47
Retireful LLC
Michigan
$2.43M +$2.38M +47,222 New
SFG
48
StrategIQ Financial Group
Indiana
$2.42M -$37K -735 -2%
RFA
49
RTD Financial Advisors
Pennsylvania
$2.42M +$1.08M +21,498 +84%
Jane Street
50
Jane Street
New York
$2.33M -$2.76M -54,892 -55%