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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
51
JNBA Financial Advisors
Minnesota
$1.07M +$866K +19,917 +485%
Jane Street
52
Jane Street
New York
$1.06M +$1.03M +23,799 New
EA
53
Efficient Advisors
Ohio
$1.06M -$21.1K -485 -2%
TC
54
Trilogy Capital
California
$1.01M +$51.4K +1,182 +6%
AFP
55
Ausdal Financial Partners
Iowa
$985K +$30K +691 +3%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$948K +$339K +7,800 +58%
ACS
57
Archford Capital Strategies
Illinois
$917K +$85.2K +1,960 +11%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$912K -$1.01M -23,266 -53%
FCA
59
FinTrust Capital Advisors
South Carolina
$902K +$877K +20,180 New
RJA
60
Raymond James & Associates
Florida
$897K -$36.7M -843,971 -98%
AA
61
Advisory Alpha
Michigan
$893K -$360K -8,290 -29%
CA
62
Cetera Advisors
Colorado
$824K -$80.2K -1,845 -9%
PA
63
Parallel Advisors
California
$776K +$126K +2,889 +20%
CCP
64
Cardan Capital Partners
Colorado
$743K -$554K -12,757 -43%
SW
65
SlateStone Wealth
Florida
$739K +$57.8K +1,331 +9%
AWM
66
AE Wealth Management
Kansas
$732K +$62K +1,426 +10%
RCIM
67
Red Cedar Investment Management
Michigan
$723K
SS
68
Simplicity Solutions
Minnesota
$699K +$29.8K +686 +5%
WPSG
69
Wealth & Pension Services Group
Georgia
$693K -$5.52K -127 -0.8%
MML Investors Services
70
MML Investors Services
Massachusetts
$671K -$283K -6,508 -30%
BRM
71
Boston Research & Management
Massachusetts
$658K +$217 +5 +0%
Creative Planning
72
Creative Planning
Kansas
$634K +$616K +14,178 New
TFS
73
TrustCore Financial Services
Tennessee
$629K +$611K +14,066 New
TSS
74
Two Sigma Securities
New York
$615K +$598K +13,768 New
AIP
75
Ahrens Investment Partners
Louisiana
$601K -$433K -9,954 -43%