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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$6.34M +$28.2K +492 +0.5%
WFL
27
Wealth Forward LLC
North Dakota
$6.15M +$161K +2,808 +3%
ECA
28
Elevation Capital Advisory
Oregon
$6.05M +$124K +2,163 +2%
Corient Private Wealth
29
Corient Private Wealth
Florida
$5.81M -$16.9K -295 -0.3%
RBA
30
Richard Bernstein Advisors
New York
$5.76M +$2.26M +39,398 +68%
UW
31
Unique Wealth
Florida
$5.26M -$91.2K -1,591 -2%
NB
32
NBT Bank
New York
$5.11M +$353K +6,161 +8%
DWM
33
Dakota Wealth Management
Florida
$5.07M -$64K -1,117 -1%
KAS
34
Kestra Advisory Services
Texas
$5.04M -$546K -9,523 -10%
Osaic Holdings
35
Osaic Holdings
Arizona
$5.02M -$1.15M -20,067 -19%
EIG
36
Ellenbecker Investment Group
Wisconsin
$4.7M +$429K +7,486 +10%
PAMG
37
Patton Albertson Miller Group
Tennessee
$4.67M +$79.6K +1,389 +2%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$4.59M -$145K -2,523 -3%
LIA
39
LBMC Investment Advisors
Tennessee
$4.57M -$5.05K -88 -0.1%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$4.41M -$131K -2,292 -3%
WCG
41
Weaver Consulting Group
California
$4.35M -$77.3K -1,348 -2%
MSA
42
Marino Stram & Associates
Massachusetts
$4.27M +$2.75K +48 +0.1%
FFA
43
First Foundation Advisors
California
$4.27M +$353K +6,150 +9%
LPAM
44
Lodestar Private Asset Management
California
$4.08M +$43K +750 +1%
BWA
45
Burt Wealth Advisors
Maryland
$3.88M -$11.5K -200 -0.3%
FFN
46
Focus Financial Network
Minnesota
$3.63M +$3.52M +61,337 New
BCM
47
Brookstone Capital Management
Illinois
$3.59M -$19.4K -339 -0.6%
RWP
48
RWA Wealth Partners
Massachusetts
$3.55M +$29.5K +515 +0.9%
FHC
49
Fort Henry Capital
West Virginia
$3.53M -$16.7K -291 -0.5%
Stifel Financial
50
Stifel Financial
Missouri
$3.49M +$675K +11,764 +25%