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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
51
Ausdal Financial Partners
Iowa
$818K +$9.27K +205 +1%
PA
52
Parallel Advisors
California
$787K +$121K +2,674 +18%
TC
53
Trilogy Capital
California
$726K +$31.6K +699 +4%
JWA
54
JFS Wealth Advisors
Pennsylvania
$712K -$373K -8,251 -34%
DDPOM
55
Delta Dental Plan of Michigan
Michigan
$712K
BRM
56
Boston Research & Management
Massachusetts
$695K -$15.4K -340 -2%
VFP
57
Verus Financial Partners
Virginia
$679K -$3.23M -71,390 -82%
JMPWA
58
JP Morgan Private Wealth Advisors
California
$625K
Bank of New York Mellon
59
Bank of New York Mellon
New York
$597K
WP
60
WealthPLAN Partners
Nebraska
$583K -$133K -2,932 -18%
Renaissance Technologies
61
Renaissance Technologies
New York
$578K +$222K +4,905 +61%
RJA
62
Raymond James & Associates
Florida
$557K -$905K -20,014 -62%
MHS
63
M Holdings Securities
Oregon
$506K +$24.9K +550 +5%
AWM
64
AE Wealth Management
Kansas
$494K -$642K -14,189 -56%
SC
65
Scotia Capital
Ontario, Canada
$494K +$80.9K +1,790 +19%
CAG
66
Csenge Advisory Group
Florida
$494K +$501K +11,073 New
AWM
67
Avior Wealth Management
Nebraska
$466K -$10.9K -242 -2%
US Bancorp
68
US Bancorp
Minnesota
$454K +$314K +6,938 +214%
AWA
69
Acorn Wealth Advisors
Michigan
$440K +$272K +6,010 +156%
KSA
70
Ken Stern & Associates
California
$434K +$52K +1,151 +13%
FAIM
71
Financial Advocates Investment Management
Washington
$410K +$416K +9,196 New
SWP
72
Stratos Wealth Partners
Ohio
$387K
SHCM
73
Stokes & Hubbell Capital Management
Louisiana
$363K +$2.62K +58 +0.7%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$350K +$3.39K +75 +1%
AF
75
Advisornet Financial
Minnesota
$331K -$9.09K -201 -3%