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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
51
Corient Private Wealth
Florida
$2.07M -$4.13M -84,042 -67%
National Bank of Canada
52
National Bank of Canada
Quebec, Canada
$2.03M -$183K -3,719 -8%
PWAG
53
Polaris Wealth Advisory Group
California
$1.99M +$39.5K +803 +2%
Ameriprise
54
Ameriprise
Minnesota
$1.9M -$7.17M -145,777 -79%
BCM
55
BlueCrest Capital Management
Jersey
$1.78M +$1.75M +35,544 New
HF
56
HRT Financial
New York
$1.76M +$1.73M +35,255 New
WFAG
57
Worth Financial Advisory Group
North Carolina
$1.74M -$225K -4,573 -12%
IF
58
Integrity Financial
Wyoming
$1.68M -$131K -2,661 -7%
JWBC
59
John W. Brooker & Co
California
$1.68M -$243K -4,949 -13%
SFG
60
Sage Financial Group
Pennsylvania
$1.64M -$341K -6,926 -17%
IAN
61
Integrated Advisors Network
Texas
$1.64M -$40.4K -821 -2%
Legacy Financial Group (Iowa)
62
Legacy Financial Group (Iowa)
Iowa
$1.51M +$35.4K +719 +2%
AWM
63
AE Wealth Management
Kansas
$1.45M +$17.3K +351 +1%
AF
64
Allworth Financial
California
$1.44M +$77.8K +1,581 +6%
CAN
65
Cetera Advisor Networks
California
$1.42M -$574K -11,664 -29%
AAS
66
Avantax Advisory Services
Texas
$1.41M +$42.3K +860 +3%
CIP
67
Capital Insight Partners
Arizona
$1.41M +$25.9K +526 +2%
NG
68
Northstar Group
New York
$1.36M -$93.5K -1,900 -7%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$1.35M +$617K +12,534 +86%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$1.29M +$264K +5,364 +26%
RFA
71
RTD Financial Advisors
Pennsylvania
$1.28M +$64.7K +1,316 +5%
KA
72
Kovack Advisors
Florida
$1.21M -$292K -5,938 -20%
PCMC
73
Private Capital Management (Colorado)
Colorado
$1.2M -$2.6M -52,769 -69%
HI
74
Harbour Investments
Wisconsin
$1.16M +$91.4K +1,857 +9%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$1.14M -$1.2M -24,489 -52%