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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFL
26
Wealth Forward LLC
North Dakota
$5.69M -$147K -2,665 -3%
ECA
27
Elevation Capital Advisory
Oregon
$5.63M +$5.53M +99,963 New
Corient Private Wealth
28
Corient Private Wealth
Florida
$5.54M +$3.23M +58,396 +146%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$5.38M +$2.53M +45,703 +93%
KAS
30
Kestra Advisory Services
Texas
$5.24M -$966K -17,481 -16%
UW
31
Unique Wealth
Florida
$5.09M +$227K +4,102 +5%
DWM
32
Dakota Wealth Management
Florida
$4.88M -$221K -4,003 -4%
JP Morgan Chase
33
JP Morgan Chase
New York
$4.64M +$3.24M +58,606 +246%
NB
34
NBT Bank
New York
$4.51M +$467K +8,448 +12%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$4.51M -$169K -3,053 -4%
PAMG
36
Patton Albertson Miller Group
Tennessee
$4.36M +$33.3K +602 +0.8%
LIA
37
LBMC Investment Advisors
Tennessee
$4.35M -$156K -2,826 -4%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$4.32M +$9.34K +169 +0.2%
GM
39
GeoWealth Management
Illinois
$4.23M -$9.02M -163,240 -69%
WCG
40
Weaver Consulting Group
California
$4.21M -$36.8K -666 -0.9%
MSA
41
Marino Stram & Associates
Massachusetts
$4.06M +$21.5K +389 +0.5%
EIG
42
Ellenbecker Investment Group
Wisconsin
$4.04M +$205K +3,717 +5%
LPAM
43
Lodestar Private Asset Management
California
$3.84M +$110K +1,998 +3%
FFA
44
First Foundation Advisors
California
$3.71M -$8.73K -158 -0.2%
BWA
45
Burt Wealth Advisors
Maryland
$3.7M -$50.9K -921 -1%
BCM
46
Brookstone Capital Management
Illinois
$3.49M -$69.6K -1,259 -2%
FHC
47
Fort Henry Capital
West Virginia
$3.37M +$27.4K +496 +0.8%
RWP
48
RWA Wealth Partners
Massachusetts
$3.34M +$542K +9,800 +20%
RBA
49
Richard Bernstein Advisors
New York
$3.25M -$5.01M -90,649 -61%
FPAS
50
Focus Partners Advisor Solutions
Missouri
$3.14M +$2.76M +49,968 +856%