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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
51
StrategIQ Financial Group
Indiana
$2.37M +$43.2K +848 +2%
Ameriprise
52
Ameriprise
Minnesota
$2.27M +$502K +9,867 +27%
CFA
53
Cahill Financial Advisors
Minnesota
$2.19M +$1.17K +23 +0.1%
National Bank of Canada
54
National Bank of Canada
Quebec, Canada
$2.18M -$217K -4,255 -9%
VWA
55
Visionary Wealth Advisors
Illinois
$2.11M -$10.7K -211 -0.5%
PWAG
56
Polaris Wealth Advisory Group
California
$1.99M +$39.8K +781 +2%
Corient Private Wealth
57
Corient Private Wealth
Florida
$1.96M -$2.24K -44 -0.1%
Goldman Sachs
58
Goldman Sachs
New York
$1.89M +$1.39M +27,343 +249%
WFAG
59
Worth Financial Advisory Group
North Carolina
$1.88M +$11.5K +226 +0.6%
FCA
60
FinTrust Capital Advisors
South Carolina
$1.75M +$789K +15,498 +78%
FAIM
61
Financial Advocates Investment Management
Washington
$1.7M +$703K +13,809 New
AAS
62
Avantax Advisory Services
Texas
$1.69M +$223K +4,370 +15%
IAN
63
Integrated Advisors Network
Texas
$1.62M +$2.65K +52 +0.2%
CA
64
Cetera Advisors
Colorado
$1.61M +$1.38M +27,173 +498%
JWBC
65
John W. Brooker & Co
California
$1.61M +$2.85K +56 +0.2%
AF
66
Allworth Financial
California
$1.53M +$50.8K +997 +3%
S
67
Syntrinsic
Colorado
$1.52M +$1.58M +31,000 New
KWM
68
Kingsview Wealth Management
Oregon
$1.51M -$93.9K -1,845 -6%
Legacy Financial Group (Iowa)
69
Legacy Financial Group (Iowa)
Iowa
$1.45M -$122K -2,401 -8%
HI
70
Harbour Investments
Wisconsin
$1.44M +$10.7K +211 +0.7%
IF
71
Integrity Financial
Wyoming
$1.43M -$52.3K -1,027 -3%
CIP
72
Capital Insight Partners
Arizona
$1.42M +$26.6K +522 +2%
CCWA
73
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.25M +$222K +4,366 +21%
PCMM
74
Piedmont Capital Management (Montana)
Montana
$1.25M -$41K -806 -3%
CAN
75
Cetera Advisor Networks
California
$1.24M -$118K -2,321 -8%