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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
26
Bell Investment Advisors
California
$7.13M -$526K -9,032 -7%
PAYA
27
Phil A. Younker & Associates
Alaska
$6.85M -$119K -2,043 -2%
TPWA
28
TRUE Private Wealth Advisors
Oregon
$6.66M +$73.5K +1,262 +1%
RBA
29
Richard Bernstein Advisors
New York
$6.24M -$31.8M -546,252 -83%
WFL
30
Wealth Forward LLC
North Dakota
$6.17M +$80.4K +1,381 +1%
EIG
31
Ellenbecker Investment Group
Wisconsin
$5.74M -$157K -2,690 -3%
Truist Financial
32
Truist Financial
North Carolina
$5.73M -$1.61M -27,705 -22%
E3F
33
Eight 31 Financial
Texas
$5.69M +$5.51M +94,645 +2,281%
WA
34
WestEnd Advisors
North Carolina
$5.59M -$8.68M -149,183 -61%
NB
35
NBT Bank
New York
$5.58M +$170K +2,925 +3%
SFWC
36
Strategic Family Wealth Counselors
New Jersey
$5.15M +$6.52K +112 +0.1%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$5M -$122K -2,092 -2%
UW
38
Unique Wealth
Florida
$4.92M -$125K -2,143 -2%
Corient Private Wealth
39
Corient Private Wealth
Florida
$4.82M -$730K -12,533 -13%
PAMG
40
Patton Albertson Miller Group
Tennessee
$4.76M +$180K +3,098 +4%
DWM
41
Dakota Wealth Management
Florida
$4.73M -$34.7K -597 -0.7%
KAS
42
Kestra Advisory Services
Texas
$4.64M -$94.6K -1,625 -2%
LPAM
43
Lodestar Private Asset Management
California
$4.39M +$323K +5,554 +8%
LIA
44
LBMC Investment Advisors
Tennessee
$4.32M -$141K -2,414 -3%
BWP
45
BlueStem Wealth Partners
Minnesota
$4.25M -$173K -2,971 -4%
FFA
46
First Foundation Advisors
California
$4.14M -$168K -2,888 -4%
WCG
47
Weaver Consulting Group
California
$4.11M -$215K -3,697 -5%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$4.01M -$5.58M -95,859 -58%
GM
49
GeoWealth Management
Illinois
$3.94M -$56.8K -975 -1%
BWA
50
Burt Wealth Advisors
Maryland
$3.71M -$49.7K -854 -1%