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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
51
Ausdal Financial Partners
Iowa
$1.09M +$32.6K +715 +3%
RCA
52
Rowland Carmichael Advisors
Arizona
$1.06M -$567K -12,425 -35%
CCP
53
Cardan Capital Partners
Colorado
$1.03M +$26.3K +577 +3%
SW
54
SlateStone Wealth
Florida
$1M +$82.7K +1,812 +9%
FCA
55
FinTrust Capital Advisors
South Carolina
$996K +$66.3K +1,452 +7%
RJA
56
Raymond James & Associates
Florida
$946K -$47.5K -1,040 -5%
Lido Advisors
57
Lido Advisors
California
$940K -$109K -2,392 -10%
AWM
58
AE Wealth Management
Kansas
$925K +$31.6K +691 +4%
ACS
59
Archford Capital Strategies
Illinois
$911K -$42.7K -936 -5%
TC
60
Trilogy Capital
California
$879K -$12.9K -282 -1%
AA
61
Advisory Alpha
Michigan
$877K -$31.8K -696 -3%
WPSG
62
Wealth & Pension Services Group
Georgia
$798K +$23.1K +505 +3%
SWP
63
Stratos Wealth Partners
Ohio
$772K +$379K +8,291 +98%
RCIM
64
Red Cedar Investment Management
Michigan
$736K
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$709K -$180K -3,937 -20%
BRM
66
Boston Research & Management
Massachusetts
$699K +$51.1K +1,120 +8%
CFC
67
Coyle Financial Counsel
Illinois
$693K +$6.3K +138 +0.9%
TFS
68
TrustCore Financial Services
Tennessee
$659K +$320 +7 +0%
LNC
69
Lincoln National Corp
Pennsylvania
$649K +$4.61K +101 +0.7%
PA
70
Parallel Advisors
California
$593K -$39.7K -869 -6%
RFN
71
RDA Financial Network
Iowa
$589K +$18.4K +402 +3%
CCM
72
Coldstream Capital Management
Washington
$582K -$675K -14,778 -54%
KA
73
Kovack Advisors
Florida
$555K
W
74
Wealthquest
Ohio
$552K -$35.5K -777 -6%
AIP
75
Ahrens Investment Partners
Louisiana
$552K -$25.9K -568 -5%