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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
51
Lido Advisors
California
$1.05M -$203K -4,502 -16%
AF
52
Advisornet Financial
Minnesota
$1.05M +$643K +14,282 +169%
CCP
53
Cardan Capital Partners
Colorado
$1M +$235K +5,220 +31%
RJA
54
Raymond James & Associates
Florida
$993K +$67.6K +1,500 +7%
ACS
55
Archford Capital Strategies
Illinois
$953K +$9.1K +202 +1%
FCA
56
FinTrust Capital Advisors
South Carolina
$929K
SW
57
SlateStone Wealth
Florida
$921K +$157K +3,483 +21%
AA
58
Advisory Alpha
Michigan
$914K +$1.4K +31 +0.2%
TC
59
Trilogy Capital
California
$895K -$136K -3,029 -13%
AWM
60
AE Wealth Management
Kansas
$892K +$135K +3,006 +18%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$890K -$48K -1,065 -5%
WPSG
62
Wealth & Pension Services Group
Georgia
$774K +$59.3K +1,316 +8%
RCIM
63
Red Cedar Investment Management
Michigan
$736K
CFC
64
Coyle Financial Counsel
Illinois
$686K +$671K +14,902 New
TFS
65
TrustCore Financial Services
Tennessee
$658K +$10.3K +229 +2%
BRM
66
Boston Research & Management
Massachusetts
$646K -$30.2K -670 -5%
LNC
67
Lincoln National Corp
Pennsylvania
$644K +$630K +13,990 New
PA
68
Parallel Advisors
California
$632K -$164K -3,633 -21%
CA
69
Cetera Advisors
Colorado
$617K -$229K -5,083 -28%
W
70
Wealthquest
Ohio
$587K -$26.5K -588 -4%
AIP
71
Ahrens Investment Partners
Louisiana
$578K -$39.8K -883 -7%
KA
72
Kovack Advisors
Florida
$555K
RFN
73
RDA Financial Network
Iowa
$554K
MHS
74
M Holdings Securities
Oregon
$548K +$2.75K +61 +0.5%
MML Investors Services
75
MML Investors Services
Massachusetts
$535K -$152K -3,385 -23%