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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACS
51
Archford Capital Strategies
Illinois
$889K -$34.7K -775 -4%
DAS
52
Dynamic Advisor Solutions
Arizona
$858K -$412K -9,206 -33%
TC
53
Trilogy Capital
California
$847K +$72.2K +1,611 +9%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$823K +$650K +14,509 +389%
RCIM
55
Red Cedar Investment Management
Michigan
$721K +$716K +15,986 New
RJA
56
Raymond James & Associates
Florida
$690K -$1.06M -23,752 -61%
JWA
57
JFS Wealth Advisors
Pennsylvania
$683K -$74.4K -1,660 -10%
WPSG
58
Wealth & Pension Services Group
Georgia
$679K +$110K +2,446 +19%
PA
59
Parallel Advisors
California
$669K +$23.2K +518 +4%
BRM
60
Boston Research & Management
Massachusetts
$664K -$40.3K -900 -6%
AWM
61
AE Wealth Management
Kansas
$617K -$229K -5,122 -27%
CCP
62
Cardan Capital Partners
Colorado
$565K +$226K +5,044 +67%
SCM
63
Stonehearth Capital Management
Massachusetts
$562K -$157K -3,497 -22%
PAM
64
Peak Asset Management
Colorado
$552K +$96.7K +2,158 +21%
MPPLM
65
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$542K +$217K +4,834 +67%
MHS
66
M Holdings Securities
Oregon
$527K +$14.2K +318 +3%
AWM
67
Avior Wealth Management
Nebraska
$484K +$762 +17 +0.2%
SC
68
Scotia Capital
Ontario, Canada
$474K -$9.77K -218 -2%
TSS
69
Two Sigma Securities
New York
$472K +$469K +10,462 New
US Bancorp
70
US Bancorp
Minnesota
$459K
AWA
71
Acorn Wealth Advisors
Michigan
$432K -$2.19K -49 -0.5%
SHCM
72
Stokes & Hubbell Capital Management
Louisiana
$426K +$56.2K +1,254 +15%
CF
73
Centaurus Financial
California
$422K -$105K -2,344 -21%
SWP
74
Stratos Wealth Partners
Ohio
$392K
AF
75
Advisornet Financial
Minnesota
$390K +$37.5K +836 +11%