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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Dakota Wealth Management
Florida
$4.59M +$4.73M +92,829 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$4.14M +$118K +2,321 +3%
UW
28
Unique Wealth
Florida
$4.11M -$182K -3,571 -4%
Stifel Financial
29
Stifel Financial
Missouri
$4.05M +$222K +4,356 +6%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$4.03M +$1.04M +20,394 +33%
PAMG
31
Patton Albertson Miller Group
Tennessee
$3.94M -$203K -3,990 -5%
LIA
32
LBMC Investment Advisors
Tennessee
$3.89M -$611 -12 -0%
WCG
33
Weaver Consulting Group
California
$3.79M +$21K +412 +0.5%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$3.68M +$3.79M +74,381 New
MSA
35
Marino Stram & Associates
Massachusetts
$3.58M -$86.5K -1,699 -2%
Jane Street
36
Jane Street
New York
$3.42M +$1.21M +23,778 +52%
BWA
37
Burt Wealth Advisors
Maryland
$3.31M -$2.7K -53 -0.1%
BCM
38
Brookstone Capital Management
Illinois
$3.3M +$63K +1,237 +2%
FHC
39
Fort Henry Capital
West Virginia
$3.25M +$38.3K +752 +1%
EIG
40
Ellenbecker Investment Group
Wisconsin
$2.99M +$325K +6,381 +12%
FAAM
41
First Ascent Asset Management
Colorado
$2.95M +$107K +2,095 +4%
VIP
42
Viewpoint Investment Partners
Alberta, Canada
$2.85M
LPAM
43
Lodestar Private Asset Management
California
$2.77M +$235K +4,620 +9%
NWM
44
Northwest Wealth Management
Iowa
$2.76M +$1.73K +34 +0.1%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$2.7M +$1.67M +32,879 +151%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$2.67M -$763K -14,982 -22%
GW
47
GW & Wade
Massachusetts
$2.63M +$144K +2,826 +6%
FFA
48
First Foundation Advisors
California
$2.58M -$477K -9,362 -15%
RFA
49
RTD Financial Advisors
Pennsylvania
$2.5M +$182K +3,582 +8%
SFWC
50
Strategic Family Wealth Counselors
New Jersey
$2.47M