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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAYA
26
Phil A. Younker & Associates
Alaska
$11.5M +$2.93M +45,174 +34%
Osaic Holdings
27
Osaic Holdings
Arizona
$9.95M +$844K +13,000 +9%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$9.41M +$3.04M +46,926 +48%
KPWS
29
Kestra Private Wealth Services
Texas
$9.14M +$212K +3,273 +2%
Creative Planning
30
Creative Planning
Kansas
$8.34M +$4.51M +69,476 +118%
TPWA
31
TRUE Private Wealth Advisors
Oregon
$8.12M +$198K +3,049 +3%
EIG
32
Ellenbecker Investment Group
Wisconsin
$7.35M +$671K +10,337 +10%
Truist Financial
33
Truist Financial
North Carolina
$7.13M +$856K +13,193 +14%
KAS
34
Kestra Advisory Services
Texas
$7.12M +$1.17M +18,099 +20%
E3F
35
Eight 31 Financial
Texas
$7.12M +$105K +1,613 +1%
LPAM
36
Lodestar Private Asset Management
California
$7.1M +$527K +8,127 +8%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$7.06M +$5.25M +80,917 +293%
HNH
38
Hopwood Nicholas Hunter
$6.94M +$6.93M +106,761 New
LWPC
39
Legacy Wealth Partners (Colorado)
Colorado
$6.87M +$6.86M +105,680 New
NB
40
NBT Bank
New York
$6.63M +$65 +1 +2%
HA
41
Hanover Advisors
South Carolina
$6.53M +$240K +3,704 +4%
CPW
42
Cogent Private Wealth
Florida
$6.32M +$6.31M +97,260 New
SFWC
43
Strategic Family Wealth Counselors
New Jersey
$6.07M +$6.42K +99 +0.1%
UW
44
Unique Wealth
Florida
$5.95M -$28.2K -435 -0.5%
BIA
45
Bell Investment Advisors
California
$5.89M -$664K -10,238 -10%
WFL
46
Wealth Forward LLC
North Dakota
$5.63M -$72.1K -1,111 -1%
PAMG
47
Patton Albertson Miller Group
Tennessee
$5.55M +$96.1K +1,481 +2%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$5.27M -$57.9K -893 -1%
WCG
49
Weaver Consulting Group
California
$5.05M +$356K +5,490 +8%
FFA
50
First Foundation Advisors
California
$4.98M +$149K +2,295 +3%