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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$5.35M +$1.06M +15,600 +25%
PAMG
52
Patton Albertson Miller Group
Tennessee
$5.32M -$335K -4,923 -6%
BIA
53
Bell Investment Advisors
California
$5.29M -$426K -6,257 -8%
SB
54
Strategic Blueprint
Georgia
$5.08M +$1.86M +27,296 +60%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$5M +$948K +13,913 +24%
AC
56
Almitas Capital
California
$4.86M +$4.76M +69,946 New
LIA
57
LBMC Investment Advisors
Tennessee
$4.83M -$72.9K -1,070 -2%
Ameriprise
58
Ameriprise
Minnesota
$4.48M +$334K +4,901 +8%
BCM
59
Brookstone Capital Management
Illinois
$4.44M -$57.8K -849 -1%
AWA
60
ARQ Wealth Advisors
Arizona
$4.26M +$4.23M +62,159 New
Truist Financial
61
Truist Financial
North Carolina
$4.25M -$266K -3,907 -6%
FHC
62
Fort Henry Capital
West Virginia
$4.23M +$90.9K +1,335 +2%
BEI
63
Benjamin Edwards Inc
Missouri
$4.2M +$1.93M +28,332 +88%
GM
64
GeoWealth Management
Illinois
$4.15M +$39.9K +586 +1%
Corient Private Wealth
65
Corient Private Wealth
Florida
$4.11M -$682K -10,012 -14%
BWP
66
BlueStem Wealth Partners
Minnesota
$4.08M -$181K -2,664 -4%
HAG
67
HighPoint Advisor Group
Illinois
$3.95M -$257K -3,770 -6%
P
68
&Partners
Tennessee
$3.89M +$140K +2,049 +4%
National Bank of Canada
69
National Bank of Canada
Quebec, Canada
$3.83M +$1.49M +21,845 +66%
BCM
70
Basso Capital Management
Connecticut
$3.7M +$3.63M +53,294 New
Bank of New York Mellon
71
Bank of New York Mellon
New York
$3.66M +$30.9K +454 +0.9%
AWM
72
Avior Wealth Management
Nebraska
$3.6M +$1.24M +18,239 +54%
HighTower Advisors
73
HighTower Advisors
Illinois
$3.5M -$504K -7,401 -13%
DWM
74
Dakota Wealth Management
Florida
$3.42M -$64.1K -941 -2%
IF
75
Intrua Financial
Texas
$3.41M -$253K -3,713 -7%