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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
$1.42M +$88.2K +1,753 +7%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$1.42M +$672K +13,353 +97%
GW
53
GW & Wade
Massachusetts
$1.42M +$1.36M +27,119 New
FAAM
54
First Ascent Asset Management
Colorado
$1.38M +$17.2K +341 +1%
HPC
55
Hobart Private Capital
North Carolina
$1.35M +$437K +8,685 +50%
AWM
56
AE Wealth Management
Kansas
$1.32M +$372K +7,392 +41%
PAG
57
Private Advisor Group
New Jersey
$1.26M +$33.6K +668 +3%
DAS
58
Dynamic Advisor Solutions
Arizona
$1.23M +$1.19M +23,601 New
Renaissance Technologies
59
Renaissance Technologies
New York
$1.21M +$956K +19,000 +452%
AF
60
Advisornet Financial
Minnesota
$1.21M -$175K -3,481 -13%
CIP
61
Capital Insight Partners
Arizona
$1.17M +$147K +2,915 +15%
EA
62
Efficient Advisors
Ohio
$1.14M -$29.5K -586 -3%
ACS
63
Archford Capital Strategies
Illinois
$1.11M -$35.8K -711 -3%
PCWA
64
Pacific Capital Wealth Advisors
California
$1.08M +$94.7K +1,881 +10%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$1.03M +$510K +10,130 +105%
TC
66
Trilogy Capital
California
$1.02M -$93.2K -1,853 -9%
FAIM
67
Financial Advocates Investment Management
Washington
$916K +$343K +6,812 +87%
CCP
68
Cardan Capital Partners
Colorado
$908K -$165K -3,270 -16%
SS
69
Simplicity Solutions
Minnesota
$891K +$370K +7,362 +76%
APA
70
American Portfolios Advisors
New York
$870K +$311K +6,186 +59%
UCFA
71
United Capital Financial Advisors
Texas
$847K +$257K +5,114 +46%
W
72
Wealthquest
Ohio
$831K +$46.8K +931 +6%
BWM
73
Bulltick Wealth Management
Florida
$806K +$777K +15,444 New
SS
74
Sunbelt Securities
Texas
$802K +$773K +15,360 New
SWP
75
Summit Wealth Partners
Florida
$786K +$171K +3,406 +29%