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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFP
51
Verus Financial Partners
Virginia
$880K +$205K +4,604 +30%
AWM
52
AE Wealth Management
Kansas
$834K +$344K +7,703 +69%
AFP
53
Ausdal Financial Partners
Iowa
$826K +$11.8K +265 +1%
AG
54
Advisor Group
Arizona
$809K -$12.3K -275 -1%
TC
55
Trilogy Capital
California
$762K +$39.6K +887 +5%
JWA
56
JFS Wealth Advisors
Pennsylvania
$745K +$36.3K +814 +5%
Renaissance Technologies
57
Renaissance Technologies
New York
$726K +$152K +3,400 +26%
DDPOM
58
Delta Dental Plan of Michigan
Michigan
$709K
SCM
59
Stonehearth Capital Management
Massachusetts
$708K -$701K -15,711 -50%
BRM
60
Boston Research & Management
Massachusetts
$692K +$446 +10 +0.1%
Citadel Advisors
61
Citadel Advisors
Florida
$666K +$670K +15,007 New
PA
62
Parallel Advisors
California
$634K -$149K -3,338 -19%
MML Investors Services
63
MML Investors Services
Massachusetts
$628K -$296K -6,624 -32%
WPSG
64
Wealth & Pension Services Group
Georgia
$559K +$562K +12,601 New
MHS
65
M Holdings Securities
Oregon
$504K +$937 +21 +0.2%
CF
66
Centaurus Financial
California
$503K +$506K +11,344 New
SC
67
Scotia Capital
Ontario, Canada
$488K
AWM
68
Avior Wealth Management
Nebraska
$475K +$10.5K +236 +2%
CAG
69
Csenge Advisory Group
Florida
$469K -$22.1K -495 -4%
US Bancorp
70
US Bancorp
Minnesota
$452K
PAM
71
Peak Asset Management
Colorado
$447K +$450K +10,075 New
AWA
72
Acorn Wealth Advisors
Michigan
$446K +$9.99K +224 +2%
KSA
73
Ken Stern & Associates
California
$413K -$19.1K -429 -4%
SWP
74
Stratos Wealth Partners
Ohio
$385K
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$380K +$31.7K +710 +9%