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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SS
51
Simplicity Solutions
Minnesota
$1.39M +$1.13M +24,161 +491%
AF
52
Advisornet Financial
Minnesota
$1.39M +$125K +2,668 +10%
NAS
53
Nicolet Advisory Services
Wisconsin
$1.38M -$78.1K -1,668 -5%
AFP
54
Ausdal Financial Partners
Iowa
$1.18M +$31.9K +682 +3%
CS
55
Credit Suisse
Switzerland
$1.15M +$1.12M +23,941 New
RCA
56
Rowland Carmichael Advisors
Arizona
$1.13M +$28.5K +609 +3%
JFA
57
JNBA Financial Advisors
Minnesota
$1.13M -$8.66K -185 -0.8%
EA
58
Efficient Advisors
Ohio
$1.12M -$46.9K -1,002 -4%
CIP
59
Capital Insight Partners
Arizona
$1.09M +$1.07M +22,854 New
SF
60
Summit Financial
New Jersey
$1.08M +$1.06M +22,539 New
FCA
61
FinTrust Capital Advisors
South Carolina
$1.04M +$2.58K +55 +0.3%
TC
62
Trilogy Capital
California
$1.02M +$101K +2,157 +11%
Stifel Financial
63
Stifel Financial
Missouri
$946K +$677K +14,457 +273%
ACS
64
Archford Capital Strategies
Illinois
$936K -$10.2K -217 -1%
AA
65
Advisory Alpha
Michigan
$933K +$1.08K +23 +0.1%
Lido Advisors
66
Lido Advisors
California
$905K -$69.3K -1,479 -7%
SW
67
SlateStone Wealth
Florida
$897K -$143K -3,063 -14%
CCP
68
Cardan Capital Partners
Colorado
$880K -$188K -4,023 -18%
Renaissance Technologies
69
Renaissance Technologies
New York
$849K +$575K +12,287 +225%
FAAM
70
First Ascent Asset Management
Colorado
$779K +$763K +16,292 New
RCIM
71
Red Cedar Investment Management
Michigan
$765K
LNC
72
Lincoln National Corp
Pennsylvania
$699K +$24.4K +522 +4%
TWP
73
Tempus Wealth Planning
California
$633K +$620K +13,238 New
BRM
74
Boston Research & Management
Massachusetts
$632K -$91.3K -1,950 -13%
RFN
75
RDA Financial Network
Iowa
$618K +$16.5K +352 +3%