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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
$1.98M +$109K +2,252 +5%
GW
52
GW & Wade
Massachusetts
$1.87M +$162K +3,344 +9%
Ameriprise
53
Ameriprise
Minnesota
$1.83M -$782K -16,155 -28%
PWAG
54
Polaris Wealth Advisory Group
California
$1.66M +$9.78K +202 +0.5%
IF
55
Integrity Financial
Wyoming
$1.63M -$70.7K -1,459 -4%
IAN
56
Integrated Advisors Network
Texas
$1.52M -$1.26K -26 -0.1%
AI
57
Atria Investments
North Carolina
$1.46M -$1.93M -39,899 -55%
KA
58
Kovack Advisors
Florida
$1.37M +$62.9K +1,298 +4%
AWM
59
AE Wealth Management
Kansas
$1.32M -$56.6K -1,168 -4%
NG
60
Northstar Group
New York
$1.31M -$26K -537 -2%
SWP
61
Stratos Wealth Partners
Ohio
$1.24M +$239K +4,927 +22%
PAG
62
Private Advisor Group
New Jersey
$1.22M -$236K -4,877 -15%
CIP
63
Capital Insight Partners
Arizona
$1.18M -$63.9K -1,319 -5%
HG
64
Harbor Group
New Hampshire
$1.15M +$867K +17,906 +232%
Legacy Financial Group (Iowa)
65
Legacy Financial Group (Iowa)
Iowa
$1.13M -$58.8K -1,213 -5%
IP
66
Investment Partners
Ohio
$1.06M +$370K +7,630 +48%
CWM
67
Cahaba Wealth Management
Georgia
$1.03M +$7.75K +160 +0.7%
PCWA
68
Pacific Capital Wealth Advisors
California
$1.01M -$10.5K -217 -0.9%
PA
69
PFG Advisors
Arizona
$1.01M +$1.09M +22,520 New
AF
70
Advisornet Financial
Minnesota
$974K -$35.7K -738 -3%
SI
71
SimpliFi Inc
California
$968K +$4.02K +83 +0.4%
VFP
72
Verus Financial Partners
Virginia
$933K -$76K -1,569 -7%
MA
73
Mutual Advisors
Nebraska
$863K -$194 -4 -0%
TWP
74
Tempus Wealth Planning
California
$844K +$41.6K +859 +5%
WSTAM
75
Wilbanks Smith & Thomas Asset Management
Virginia
$838K -$11.6M -239,854 -93%