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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
51
Professional Financial Advisors
Nebraska
$1.13M -$3.11K -70 -0.3%
PAG
52
Private Advisor Group
New Jersey
$1.13M -$425K -9,570 -28%
AFP
53
Ausdal Financial Partners
Iowa
$1.12M -$22.6K -508 -2%
EA
54
Efficient Advisors
Ohio
$1.05M -$10.1K -228 -1%
ACS
55
Archford Capital Strategies
Illinois
$1.03M -$10.8K -243 -1%
TC
56
Trilogy Capital
California
$927K -$85.1K -1,915 -9%
CCP
57
Cardan Capital Partners
Colorado
$920K +$81.1K +1,825 +10%
SFWA
58
Summit Financial Wealth Advisors
Louisiana
$911K -$718K -16,154 -45%
PCWA
59
Pacific Capital Wealth Advisors
California
$910K +$184K +4,138 +27%
CIP
60
Capital Insight Partners
Arizona
$859K -$33.8K -760 -4%
JFA
61
JNBA Financial Advisors
Minnesota
$799K +$572K +12,884 +297%
AWM
62
AE Wealth Management
Kansas
$740K -$56.2K -1,264 -7%
RCA
63
Rowland Carmichael Advisors
Arizona
$722K -$399K -8,993 -37%
W
64
Wealthquest
Ohio
$685K +$657K +14,787 New
Lido Advisors
65
Lido Advisors
California
$683K -$7.11K -160 -1%
CFA
66
Carroll Financial Associates
North Carolina
$673K +$35K +787 +6%
JCM
67
Jacobsen Capital Management
Utah
$644K +$617K +13,888 New
HPC
68
Hobart Private Capital
North Carolina
$643K +$616K +13,868 New
TWP
69
Tempus Wealth Planning
California
$635K -$29.4K -661 -5%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$613K +$136K +3,072 +30%
SW
71
SlateStone Wealth
Florida
$608K -$252K -5,673 -30%
APA
72
American Portfolios Advisors
New York
$608K -$72.8K -1,638 -11%
RFN
73
RDA Financial Network
Iowa
$589K -$6.66K -150 -1%
BRM
74
Boston Research & Management
Massachusetts
$565K -$33.3K -750 -6%
SWP
75
Summit Wealth Partners
Florida
$560K +$1.87K +42 +0.3%