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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$8.12M -$496K -9,831 -6%
BWP
27
BSW Wealth Partners
Colorado
$8.06M +$1.1M +21,723 +17%
BIA
28
Bell Investment Advisors
California
$7.93M -$395K -7,829 -5%
Victory Capital Management
29
Victory Capital Management
Texas
$7.12M +$6.12M +121,183 +959%
ACP
30
Aveo Capital Partners
Colorado
$7.1M +$16.7K +331 +0.2%
KPWS
31
Kestra Private Wealth Services
Texas
$5.99M +$4.92M +97,543 +646%
TPWA
32
TRUE Private Wealth Advisors
Oregon
$5.87M +$570K +11,300 +11%
DAS
33
Dynamic Advisor Solutions
Arizona
$5.56M +$4.34M +85,890 +427%
WFL
34
Wealth Forward LLC
North Dakota
$5.44M +$5.16M +102,305 New
DWM
35
Dakota Wealth Management
Florida
$4.9M -$33.2K -657 -0.7%
National Bank of Canada
36
National Bank of Canada
Quebec, Canada
$4.58M +$2.14M +42,427 +96%
UW
37
Unique Wealth
Florida
$4.49M +$62.6K +1,240 +1%
LIA
38
LBMC Investment Advisors
Tennessee
$4.28M -$7.88K -156 -0.2%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$4.27M -$176K -3,483 -4%
PAMG
40
Patton Albertson Miller Group
Tennessee
$4.21M -$24.2K -480 -0.6%
WCG
41
Weaver Consulting Group
California
$4.03M -$51.5K -1,020 -1%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$3.98M +$27K +534 +0.7%
MSA
43
Marino Stram & Associates
Massachusetts
$3.87M +$7.42K +147 +0.2%
SFWC
44
Strategic Family Wealth Counselors
New Jersey
$3.77M +$1.06M +20,956 +42%
BWA
45
Burt Wealth Advisors
Maryland
$3.58M +$23.9K +474 +0.7%
Jane Street
46
Jane Street
New York
$3.55M -$119K -2,349 -3%
NB
47
NBT Bank
New York
$3.52M +$3.34M +66,130 New
EIG
48
Ellenbecker Investment Group
Wisconsin
$3.46M +$221K +4,385 +7%
BCM
49
Brookstone Capital Management
Illinois
$3.4M -$219K -4,333 -6%
LPAM
50
Lodestar Private Asset Management
California
$3.36M +$364K +7,210 +13%