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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
51
Rowland Carmichael Advisors
Arizona
$1.18M +$421K +8,731 +56%
PAG
52
Private Advisor Group
New Jersey
$1.14M -$39.1K -810 -3%
EA
53
Efficient Advisors
Ohio
$1.09M -$11K -229 -1%
ACS
54
Archford Capital Strategies
Illinois
$1.05M -$32.2K -668 -3%
TC
55
Trilogy Capital
California
$1.03M +$93.5K +1,938 +10%
CCP
56
Cardan Capital Partners
Colorado
$1M +$40.1K +832 +4%
CIP
57
Capital Insight Partners
Arizona
$941K +$43.5K +901 +5%
SFWA
58
Summit Financial Wealth Advisors
Louisiana
$927K
PCWA
59
Pacific Capital Wealth Advisors
California
$914K -$36K -746 -4%
AWM
60
AE Wealth Management
Kansas
$870K +$97.1K +2,013 +13%
HPC
61
Hobart Private Capital
North Carolina
$836K +$163K +3,387 +24%
Jane Street
62
Jane Street
New York
$792K -$3.06M -63,480 -80%
JFA
63
JNBA Financial Advisors
Minnesota
$777K -$56.7K -1,176 -7%
AAS
64
Avantax Advisory Services
Texas
$776K +$772K +16,002 New
W
65
Wealthquest
Ohio
$726K +$9.98K +207 +1%
HIP
66
Harrell Investment Partners
Texas
$706K +$703K +14,578 New
FAIM
67
Financial Advocates Investment Management
Washington
$671K +$175K +3,625 +86%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$668K -$651K -13,500 -49%
CFA
69
Carroll Financial Associates
North Carolina
$668K -$34.5K -715 -5%
Lido Advisors
70
Lido Advisors
California
$656K -$56.9K -1,180 -8%
TWP
71
Tempus Wealth Planning
California
$636K -$27.2K -564 -4%
BRM
72
Boston Research & Management
Massachusetts
$619K +$28.6K +593 +5%
RFN
73
RDA Financial Network
Iowa
$615K +$48 +1 +0%
FSG
74
Financial Strategies Group
Michigan
$584K +$579 +12 +0.1%
LNC
75
Lincoln National Corp
Pennsylvania
$575K +$3.71K +77 +0.7%