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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$2.76M -$27.2K -479 -1%
AAS
52
Annex Advisory Services
Wisconsin
$2.59M +$204K +3,602 +9%
TPWA
53
TRUE Private Wealth Advisors
Oregon
$2.47M +$610K +10,759 +33%
SWP
54
Stratos Wealth Partners
Ohio
$2.42M +$1.1M +19,332 +84%
AWM
55
AE Wealth Management
Kansas
$2.34M -$51.7M -911,744 -96%
CFA
56
Cahill Financial Advisors
Minnesota
$2.29M +$11.3K +200 +0.5%
GW
57
GW & Wade
Massachusetts
$2.24M
B
58
Brightworth
Georgia
$2.19M +$1.82K +32 +0.1%
FAAM
59
First Ascent Asset Management
Colorado
$2.17M +$298K +5,248 +16%
IF
60
Integrity Financial
Wyoming
$2.16M +$2.15M +37,877 New
BCM
61
Brookstone Capital Management
Illinois
$2.14M +$76.9K +1,356 +4%
PWAG
62
Polaris Wealth Advisory Group
California
$2.12M -$65.3K -1,151 -3%
PAG
63
Private Advisor Group
New Jersey
$1.89M +$122K +2,159 +7%
IAN
64
Integrated Advisors Network
Texas
$1.86M +$535K +9,432 +41%
VFP
65
Verus Financial Partners
Virginia
$1.85M -$89K -1,568 -5%
KA
66
Kovack Advisors
Florida
$1.82M -$79K -1,393 -4%
Stifel Financial
67
Stifel Financial
Missouri
$1.79M +$1.43M +25,162 +401%
NG
68
Northstar Group
New York
$1.67M -$29.3K -516 -2%
CIP
69
Capital Insight Partners
Arizona
$1.63M +$62.8K +1,107 +4%
FAIM
70
Financial Advocates Investment Management
Washington
$1.61M +$2.53M +44,588 +927%
BPA
71
Beacon Pointe Advisors
California
$1.58M +$14.5K +255 +0.9%
HighTower Advisors
72
HighTower Advisors
Illinois
$1.51M +$1.08M +19,067 +258%
PA
73
PFG Advisors
Arizona
$1.5M +$79.5K +1,402 +6%
NAS
74
Nicolet Advisory Services
Wisconsin
$1.47M +$27.6K +486 +2%
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$1.39M -$3.09M -54,512 -69%