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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Brookstone Capital Management
Illinois
$2.27M +$279K +5,127 +13%
CFA
52
Cahill Financial Advisors
Minnesota
$2.17M +$6.32K +116 +0.3%
FAAM
53
First Ascent Asset Management
Colorado
$2.15M +$108K +1,988 +5%
GW
54
GW & Wade
Massachusetts
$2.07M -$44.4K -815 -2%
IF
55
Integrity Financial
Wyoming
$2.04M -$8.93K -164 -0.4%
PWAG
56
Polaris Wealth Advisory Group
California
$1.98M +$4.79K +88 +0.2%
IAN
57
Integrated Advisors Network
Texas
$1.83M +$72.9K +1,339 +4%
AWM
58
AE Wealth Management
Kansas
$1.81M -$409K -7,517 -18%
PAG
59
Private Advisor Group
New Jersey
$1.77M -$13.3K -245 -0.7%
KA
60
Kovack Advisors
Florida
$1.7M -$16.4K -301 -0.9%
VFP
61
Verus Financial Partners
Virginia
$1.65M -$48.8K -896 -3%
NG
62
Northstar Group
New York
$1.62M +$43.6K +800 +3%
WWM
63
Western Wealth Management
Colorado
$1.54M +$747K +13,726 +92%
CIP
64
Capital Insight Partners
Arizona
$1.5M -$39.9K -732 -3%
B
65
Brightworth
Georgia
$1.39M -$687K -12,615 -33%
NAS
66
Nicolet Advisory Services
Wisconsin
$1.38M +$10.6K +195 +0.8%
BWA
67
Burt Wealth Advisors
Maryland
$1.33M -$1.42M -26,075 -51%
Stifel Financial
68
Stifel Financial
Missouri
$1.33M -$373K -6,847 -22%
Legacy Financial Group (Iowa)
69
Legacy Financial Group (Iowa)
Iowa
$1.33M +$359K +6,595 +37%
CWM
70
Cahaba Wealth Management
Georgia
$1.23M +$47.3K +868 +4%
SWP
71
Stratos Wealth Partners
Ohio
$1.23M -$1.07M -19,562 -46%
PCWA
72
Pacific Capital Wealth Advisors
California
$1.23M +$66.7K +1,225 +6%
PCMC
73
Private Capital Management (Colorado)
Colorado
$1.23M +$1.01M +18,510 +442%
AF
74
Advisornet Financial
Minnesota
$1.21M -$15.2K -279 -1%
SI
75
SimpliFi Inc
California
$1.21M +$7.62K +140 +0.6%