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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
51
Summit Financial Wealth Advisors
Louisiana
$520K
Wolverine Trading
52
Wolverine Trading
Illinois
$512K +$503K +12,064 New
SI
53
SII Investments
Wisconsin
$497K -$74.5K -1,789 -13%
AWM
54
Avior Wealth Management
Nebraska
$486K +$62.6K +1,502 +15%
TA
55
Tiedemann Advisors
New York
$456K +$449K +10,769 New
VWA
56
V Wealth Advisors
Kansas
$445K -$2M -48,102 -82%
OC
57
Oakworth Capital
Alabama
$417K +$44.9K +1,078 +12%
VFP
58
Verus Financial Partners
Virginia
$402K +$5.42K +130 +1%
MHS
59
M Holdings Securities
Oregon
$389K +$13.1K +314 +4%
SC
60
Scotia Capital
Ontario, Canada
$378K
NPC
61
National Planning Corporation
California
$378K +$373K +8,956 New
BSWM
62
Boston Standard Wealth Management
Massachusetts
$377K -$86.7K -2,082 -19%
FA
63
FDx Advisors
Illinois
$336K +$91.2K +2,190 +38%
SWP
64
Stratos Wealth Partners
Ohio
$335K +$24.2K +580 +8%
SHCM
65
Stokes & Hubbell Capital Management
Louisiana
$328K +$417 +10 +0.1%
VFA
66
Voya Financial Advisors
Connecticut
$320K +$314K +7,542 New
CBU
67
CIBC Bank USA
Illinois
$318K -$98.1K -2,355 -24%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$303K -$845K -20,280 -74%
Jane Street
69
Jane Street
New York
$291K +$286K +6,868 New
BW
70
Bison Wealth
Georgia
$275K -$166K -3,980 -38%
AG
71
Advisor Group
Arizona
$269K +$50.3K +1,207 +23%
WAM
72
Watermark Asset Management
California
$269K +$265K +6,350 New
KSA
73
Ken Stern & Associates
California
$267K -$169K -4,058 -39%
CCA
74
Clearwater Capital Advisors
Illinois
$266K -$124K -2,969 -32%
CWM
75
Cornerstone Wealth Management
Missouri
$265K +$263K +6,315 New