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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VAS
51
Vestmark Advisory Solutions
Massachusetts
$3.31M +$3.14M +62,257 New
FHC
52
Fort Henry Capital
West Virginia
$3.23M -$253K -5,010 -8%
FFA
53
First Foundation Advisors
California
$3.21M +$406K +8,042 +15%
FAAM
54
First Ascent Asset Management
Colorado
$3.07M -$101K -2,004 -3%
NWM
55
Northwest Wealth Management
Iowa
$2.97M -$2.78K -55 -0.1%
RWP
56
RWA Wealth Partners
Massachusetts
$2.69M +$2M +39,666 +362%
GW
57
GW & Wade
Massachusetts
$2.58M -$239K -4,726 -9%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$2.58M -$275K -5,454 -10%
Renaissance Technologies
59
Renaissance Technologies
New York
$2.48M +$2.04M +40,400 +641%
SFG
60
StrategIQ Financial Group
Indiana
$2.48M -$71.1K -1,409 -3%
CFA
61
Cahill Financial Advisors
Minnesota
$2.36M +$909 +18 +0%
NWM
62
Napa Wealth Management
California
$2.34M +$2.22M +43,927 New
VIP
63
Viewpoint Investment Partners
Alberta, Canada
$2.33M -$695K -13,760 -24%
AAS
64
Avantax Advisory Services
Texas
$2.33M +$482K +9,548 +28%
VWA
65
Visionary Wealth Advisors
Illinois
$2.2M -$71.5K -1,417 -3%
MML Investors Services
66
MML Investors Services
Massachusetts
$2.19M +$2.08M +41,176 New
Corient Private Wealth
67
Corient Private Wealth
Florida
$2.15M +$41.8K +828 +2%
WFAG
68
Worth Financial Advisory Group
North Carolina
$2.04M +$19.8K +393 +1%
TB
69
Treynor Bancshares
Iowa
$1.97M +$1.87M +37,027 New
CA
70
Cetera Advisors
Colorado
$1.88M +$135K +2,675 +8%
JWBC
71
John W. Brooker & Co
California
$1.88M +$135K +2,665 +8%
FCA
72
FinTrust Capital Advisors
South Carolina
$1.86M -$23.6K -468 -1%
WC
73
Waterloo Capital
Texas
$1.76M +$1M +19,879 +151%
S
74
Syntrinsic
Colorado
$1.72M +$80.7K +1,598 +5%
IAN
75
Integrated Advisors Network
Texas
$1.72M -$26.7K -528 -2%