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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
$1.06M +$6.7K +146 +0.6%
TPWA
52
TRUE Private Wealth Advisors
Oregon
$1.06M +$957K +20,840 +440%
RCA
53
Rowland Carmichael Advisors
Arizona
$1.02M +$43.1K +938 +4%
EA
54
Efficient Advisors
Ohio
$947K -$20.8K -454 -2%
ACS
55
Archford Capital Strategies
Illinois
$933K +$137K +2,991 +15%
SF
56
Summit Financial
New Jersey
$933K
TC
57
Trilogy Capital
California
$931K -$2.48K -54 -0.3%
CIP
58
Capital Insight Partners
Arizona
$798K -$164K -3,576 -16%
FAAM
59
First Ascent Asset Management
Colorado
$792K +$130K +2,839 +17%
SW
60
SlateStone Wealth
Florida
$777K +$1.1K +24 +0.1%
CCP
61
Cardan Capital Partners
Colorado
$745K -$17.4K -378 -2%
EWA
62
EP Wealth Advisors
California
$723K +$802K +17,467 New
AWM
63
AE Wealth Management
Kansas
$712K -$1.22M -26,547 -61%
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$697K -$1.41M -30,615 -64%
PCWA
65
Pacific Capital Wealth Advisors
California
$640K +$168K +3,662 +31%
SWP
66
Stratos Wealth Partners
Ohio
$625K -$1.89M -41,094 -73%
Lido Advisors
67
Lido Advisors
California
$616K -$186K -4,045 -21%
APA
68
American Portfolios Advisors
New York
$610K +$91.5K +1,994 +16%
LNC
69
Lincoln National Corp
Pennsylvania
$596K -$9.5K -207 -1%
TWP
70
Tempus Wealth Planning
California
$594K +$50.8K +1,107 +8%
CFA
71
Carroll Financial Associates
North Carolina
$568K +$318K +6,937 +102%
BRM
72
Boston Research & Management
Massachusetts
$535K -$13.3K -290 -2%
RFN
73
RDA Financial Network
Iowa
$532K
AAS
74
Avantax Advisory Services
Texas
$515K +$571K +12,433 New
AIP
75
Ahrens Investment Partners
Louisiana
$499K -$18.7K -408 -3%