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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
51
Janney Capital Management
Pennsylvania
$1.26M +$1.3M +30,453 New
AA
52
Advisory Alpha
Michigan
$1.22M +$1.21M +28,258 New
CCP
53
Cardan Capital Partners
Colorado
$1.21M +$721K +16,845 +134%
CCM
54
Coldstream Capital Management
Washington
$1.18M +$18.3K +428 +2%
VFP
55
Verus Financial Partners
Virginia
$1.07M
EA
56
Efficient Advisors
Ohio
$996K -$9.8K -229 -0.9%
AIP
57
Ahrens Investment Partners
Louisiana
$967K -$1.49M -34,725 -60%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$921K +$949K +22,179 New
MML Investors Services
59
MML Investors Services
Massachusetts
$889K +$606K +14,164 +192%
Citigroup
60
Citigroup
New York
$887K +$910K +21,261 +9,664%
TC
61
Trilogy Capital
California
$883K +$111K +2,594 +14%
AFP
62
Ausdal Financial Partners
Iowa
$882K +$14.3K +334 +2%
CA
63
Cetera Advisors
Colorado
$841K -$44.2K -1,033 -5%
ACS
64
Archford Capital Strategies
Illinois
$766K -$48.9K -1,143 -6%
RCIM
65
Red Cedar Investment Management
Michigan
$660K
WPSG
66
Wealth & Pension Services Group
Georgia
$645K +$24.7K +576 +4%
SW
67
SlateStone Wealth
Florida
$628K +$650K +15,196 New
AWM
68
AE Wealth Management
Kansas
$618K +$55.2K +1,289 +9%
SS
69
Simplicity Solutions
Minnesota
$618K +$405K +9,465 +172%
BRM
70
Boston Research & Management
Massachusetts
$608K
PA
71
Parallel Advisors
California
$598K -$14.9K -349 -2%
RCG
72
Ruggie Capital Group
Florida
$592K -$277K -6,474 -31%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$588K -$171K -4,001 -22%
W
74
Wealthquest
Ohio
$559K +$580K +13,542 New
Bank of New York Mellon
75
Bank of New York Mellon
New York
$554K -$1.03M -24,000 -64%