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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$1.54M +$244K +4,593 +19%
HPC
52
Hobart Private Capital
North Carolina
$1.54M +$149K +2,805 +11%
RWM
53
Reston Wealth Management
Virginia
$1.47M -$80K -1,504 -5%
SWP
54
Stratos Wealth Partners
Ohio
$1.45M -$96K -1,805 -6%
NAS
55
Nicolet Advisory Services
Wisconsin
$1.39M -$95.5K -1,795 -6%
AFP
56
Ausdal Financial Partners
Iowa
$1.36M -$99.4K -1,868 -7%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$1.31M +$250K +4,696 +24%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$1.28M -$171K -3,217 -12%
CIP
59
Capital Insight Partners
Arizona
$1.28M +$80.5K +1,513 +7%
DAS
60
Dynamic Advisor Solutions
Arizona
$1.27M +$11.1K +208 +0.9%
AF
61
Advisornet Financial
Minnesota
$1.24M -$426 -8 -0%
PCWA
62
Pacific Capital Wealth Advisors
California
$1.18M +$64.1K +1,205 +6%
OFG
63
Oxford Financial Group
Indiana
$1.15M -$925K -17,388 -45%
HI
64
Harbour Investments
Wisconsin
$1.15M +$1.14M +21,514 New
HighTower Advisors
65
HighTower Advisors
Illinois
$1.08M +$732K +13,762 +217%
W
66
Wealthquest
Ohio
$1.07M +$212K +3,994 +25%
ACS
67
Archford Capital Strategies
Illinois
$1.06M -$90.5K -1,701 -8%
APA
68
American Portfolios Advisors
New York
$988K +$93.9K +1,765 +11%
TC
69
Trilogy Capital
California
$969K -$75.9K -1,426 -7%
PFA
70
Professional Financial Advisors
Nebraska
$925K -$575K -10,802 -38%
MCWS
71
McKinley Carter Wealth Services
West Virginia
$893K +$887K +16,669 New
SWP
72
Summit Wealth Partners
Florida
$840K +$33.4K +627 +4%
CCP
73
Cardan Capital Partners
Colorado
$811K -$120K -2,251 -13%
EA
74
Efficient Advisors
Ohio
$805K -$362K -6,810 -31%
GFG
75
Greystone Financial Group
Michigan
$758K +$62.3K +1,171 +9%