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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
51
Cahill Financial Advisors
Minnesota
$2.28M -$50 -1 -0%
VWA
52
Visionary Wealth Advisors
Illinois
$2.21M -$37.3K -741 -2%
Corient Private Wealth
53
Corient Private Wealth
Florida
$2.04M -$81.3K -1,615 -4%
PWAG
54
Polaris Wealth Advisory Group
California
$2.04M -$13.6K -270 -0.7%
WFAG
55
Worth Financial Advisory Group
North Carolina
$1.94M +$150K +2,988 +9%
Ameriprise
56
Ameriprise
Minnesota
$1.86M -$92.7K -1,842 -5%
IAN
57
Integrated Advisors Network
Texas
$1.69M +$2.67K +53 +0.2%
JWBC
58
John W. Brooker & Co
California
$1.67M -$32K -635 -2%
KWM
59
Kingsview Wealth Management
Oregon
$1.67M +$692K +13,756 +74%
Renaissance Technologies
60
Renaissance Technologies
New York
$1.66M +$1.04M +20,700 +178%
Legacy Financial Group (Iowa)
61
Legacy Financial Group (Iowa)
Iowa
$1.64M +$82.8K +1,645 +5%
AF
62
Allworth Financial
California
$1.55M +$69.3K +1,377 +5%
AAS
63
Avantax Advisory Services
Texas
$1.54M +$86K +1,710 +6%
IF
64
Integrity Financial
Wyoming
$1.54M -$188K -3,738 -11%
HI
65
Harbour Investments
Wisconsin
$1.49M +$289K +5,740 +25%
AWM
66
AE Wealth Management
Kansas
$1.47M -$24.6K -489 -2%
CIP
67
Capital Insight Partners
Arizona
$1.45M +$3.12K +62 +0.2%
HF
68
HRT Financial
New York
$1.42M -$390K -7,745 -22%
CAN
69
Cetera Advisor Networks
California
$1.41M -$47.5K -943 -3%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$1.39M +$58.5K +1,162 +4%
PCMM
71
Piedmont Capital Management (Montana)
Montana
$1.34M +$1.31M +26,059 New
NG
72
Northstar Group
New York
$1.33M -$68.3K -1,357 -5%
WA
73
WestEnd Advisors
North Carolina
$1.28M +$1.25M +24,846 New
SWP
74
Stratos Wealth Partners
Ohio
$1.15M
PCWA
75
Pacific Capital Wealth Advisors
California
$1.15M +$59.1K +1,174 +6%