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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$8.72M +$81.7K +1,306 +1%
PAYA
27
Phil A. Younker & Associates
Alaska
$8.52M +$921K +14,726 +13%
TPWA
28
TRUE Private Wealth Advisors
Oregon
$7.84M +$288K +4,600 +4%
E3F
29
Eight 31 Financial
Texas
$6.95M +$608K +9,722 +10%
EIG
30
Ellenbecker Investment Group
Wisconsin
$6.61M +$272K +4,351 +4%
LPAM
31
Lodestar Private Asset Management
California
$6.51M +$761K +12,163 +14%
BIA
32
Bell Investment Advisors
California
$6.5M -$231K -3,692 -4%
NB
33
NBT Bank
New York
$6.44M -$6.18M -98,801 -100%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$6.3M +$4.03M +64,502 +194%
HA
35
Hanover Advisors
South Carolina
$6.23M +$5.18M +82,883 +599%
Truist Financial
36
Truist Financial
North Carolina
$6.21M -$20.6K -330 -0.3%
SFWC
37
Strategic Family Wealth Counselors
New Jersey
$5.98M +$164K +2,629 +3%
UW
38
Unique Wealth
Florida
$5.93M -$75.4K -1,206 -1%
KAS
39
Kestra Advisory Services
Texas
$5.89M +$341K +5,448 +6%
WFL
40
Wealth Forward LLC
North Dakota
$5.65M -$1.19M -18,989 -18%
PAMG
41
Patton Albertson Miller Group
Tennessee
$5.4M -$55.6K -889 -1%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$5.4M -$395K -6,317 -7%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$5.21M -$62.3K -996 -1%
LIA
44
LBMC Investment Advisors
Tennessee
$4.81M +$37.8K +604 +0.8%
FFA
45
First Foundation Advisors
California
$4.78M +$129K +2,070 +3%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$4.72M -$879K -14,049 -16%
WCG
47
Weaver Consulting Group
California
$4.65M +$23.8K +381 +0.5%
Corient Private Wealth
48
Corient Private Wealth
Florida
$4.63M -$357K -5,711 -7%
BWP
49
BlueStem Wealth Partners
Minnesota
$4.47M +$24.8K +397 +0.6%
PCG
50
Prosperity Consulting Group
Maryland
$4.41M +$305K +4,876 +8%