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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
51
Strategic Family Wealth Counselors
New Jersey
$2.25M -$63.1K -1,253 -3%
FAAM
52
First Ascent Asset Management
Colorado
$2.18M +$273K +5,427 +14%
CFA
53
Cahill Financial Advisors
Minnesota
$2.17M +$247K +4,903 +12%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$2.14M -$691K -13,733 -24%
BCM
55
Brookstone Capital Management
Illinois
$2.03M -$44.7K -888 -2%
CWA
56
Consilium Wealth Advisory
Texas
$1.89M -$3.59M -71,344 -64%
GW
57
GW & Wade
Massachusetts
$1.84M
IF
58
Integrity Financial
Wyoming
$1.82M +$9.11K +181 +0.5%
PWAG
59
Polaris Wealth Advisory Group
California
$1.77M -$18.3K -363 -1%
IAN
60
Integrated Advisors Network
Texas
$1.63M -$4.33K -86 -0.3%
PAG
61
Private Advisor Group
New Jersey
$1.54M -$37.7K -749 -2%
AWM
62
AE Wealth Management
Kansas
$1.47M -$148K -2,937 -9%
EIG
63
Ellenbecker Investment Group
Wisconsin
$1.46M +$632K +12,550 +71%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$1.44M +$563K +11,177 +59%
NG
65
Northstar Group
New York
$1.44M -$8.51K -169 -0.6%
KA
66
Kovack Advisors
Florida
$1.41M -$109K -2,165 -7%
Renaissance Technologies
67
Renaissance Technologies
New York
$1.4M +$1.47M +29,200 New
CIP
68
Capital Insight Partners
Arizona
$1.32M -$11K -218 -0.8%
Legacy Financial Group (Iowa)
69
Legacy Financial Group (Iowa)
Iowa
$1.27M +$91.7K +1,822 +7%
WWM
70
Western Wealth Management
Colorado
$1.26M -$123K -2,443 -9%
PCMC
71
Private Capital Management (Colorado)
Colorado
$1.23M
NAS
72
Nicolet Advisory Services
Wisconsin
$1.19M -$67.9K -1,350 -5%
CL
73
CPWM LLC
Washington
$1.17M +$869K +17,268 +242%
CWM
74
Cahaba Wealth Management
Georgia
$1.1M -$73.9K -1,468 -6%
SWP
75
Stratos Wealth Partners
Ohio
$1.1M