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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
$6.24M -$2.19M -40,655 -27%
Truist Financial
27
Truist Financial
North Carolina
$6.11M -$4.5M -83,357 -43%
WFL
28
Wealth Forward LLC
North Dakota
$5.77M +$72.3K +1,340 +1%
Stifel Financial
29
Stifel Financial
Missouri
$5.2M -$8.94M -165,865 -64%
DWM
30
Dakota Wealth Management
Florida
$5.05M -$81.1K -1,503 -2%
UW
31
Unique Wealth
Florida
$4.8M +$100K +1,857 +2%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$4.62M +$149K +2,768 +3%
LIA
33
LBMC Investment Advisors
Tennessee
$4.45M -$22.3K -414 -0.5%
PAMG
34
Patton Albertson Miller Group
Tennessee
$4.28M -$124K -2,302 -3%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$4.26M +$84.9K +1,575 +2%
WCG
36
Weaver Consulting Group
California
$4.2M -$12.5K -231 -0.3%
Jane Street
37
Jane Street
New York
$4.18M +$444K +8,235 +12%
NB
38
NBT Bank
New York
$3.99M +$300K +5,570 +8%
MSA
39
Marino Stram & Associates
Massachusetts
$3.99M -$55.3K -1,025 -1%
EIG
40
Ellenbecker Investment Group
Wisconsin
$3.79M +$167K +3,094 +5%
BWA
41
Burt Wealth Advisors
Maryland
$3.71M -$43.2K -801 -1%
FFA
42
First Foundation Advisors
California
$3.68M +$315K +5,845 +10%
LPAM
43
Lodestar Private Asset Management
California
$3.68M +$158K +2,922 +5%
BCM
44
Brookstone Capital Management
Illinois
$3.46M -$92.2K -1,709 -3%
FHC
45
Fort Henry Capital
West Virginia
$3.3M -$75.4K -1,398 -2%
VIP
46
Viewpoint Investment Partners
Alberta, Canada
$3.21M +$742K +13,760 +31%
FFN
47
Focus Financial Network
Minnesota
$3.19M +$3.22M +59,710 New
NWM
48
Northwest Wealth Management
Iowa
$3.14M +$31.5K +585 +1%
SFWC
49
Strategic Family Wealth Counselors
New Jersey
$2.94M -$975K -18,074 -25%
RL
50
Retireful LLC
Michigan
$2.81M +$2.72M +50,493 New