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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
$1.64M +$27.7K +502 +2%
HPC
52
Hobart Private Capital
North Carolina
$1.5M -$108K -1,949 -7%
SWP
53
Stratos Wealth Partners
Ohio
$1.49M -$26.5K -480 -2%
NAS
54
Nicolet Advisory Services
Wisconsin
$1.48M +$24.7K +448 +2%
CIP
55
Capital Insight Partners
Arizona
$1.42M +$86K +1,557 +7%
FAIM
56
Financial Advocates Investment Management
Washington
$1.41M +$2.23M +40,333 +741%
AF
57
Advisornet Financial
Minnesota
$1.36M +$62K +1,123 +5%
CWM
58
Cahaba Wealth Management
Georgia
$1.34M -$296K -5,351 -18%
OFG
59
Oxford Financial Group
Indiana
$1.25M +$39.9K +722 +3%
PCWA
60
Pacific Capital Wealth Advisors
California
$1.23M +$3.59K +65 +0.3%
DAS
61
Dynamic Advisor Solutions
Arizona
$1.11M -$224K -4,051 -17%
SI
62
SimpliFi Inc
California
$1.07M +$1.06M +19,162 New
HI
63
Harbour Investments
Wisconsin
$1.07M -$135K -2,448 -11%
ARC
64
Advisor Resource Council
Texas
$1.01M +$1,000K +18,100 New
W
65
Wealthquest
Ohio
$991K -$122K -2,208 -11%
MCWS
66
McKinley Carter Wealth Services
West Virginia
$973K +$39K +706 +4%
PFA
67
Professional Financial Advisors
Nebraska
$967K -$1.38K -25 -0.1%
ACS
68
Archford Capital Strategies
Illinois
$942K -$133K -2,409 -13%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$931K -$436K -7,887 -32%
SC
70
Scotia Capital
Ontario, Canada
$915K +$126K +2,289 +16%
SWP
71
Summit Wealth Partners
Florida
$902K +$23.6K +427 +3%
CCP
72
Cardan Capital Partners
Colorado
$840K -$8.67K -157 -1%
EA
73
Efficient Advisors
Ohio
$830K -$11.7K -212 -1%
Legacy Financial Group (Iowa)
74
Legacy Financial Group (Iowa)
Iowa
$827K +$113K +2,052 +16%
SS
75
Sunbelt Securities
Texas
$807K +$61.3K +1,110 +8%