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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$2.79M +$89.3K +1,655 +3%
RJA
52
Raymond James & Associates
Florida
$2.78M -$53.8M -997,941 -95%
RWP
53
RWA Wealth Partners
Massachusetts
$2.76M -$57.2K -1,060 -2%
Focus Partners Wealth
54
Focus Partners Wealth
Massachusetts
$2.72M +$2.64M +48,903 New
EFG
55
Ethos Financial Group
Pennsylvania
$2.65M +$2.57M +47,628 New
AAS
56
Avantax Advisory Services
Texas
$2.34M -$98K -1,818 -4%
VWA
57
Visionary Wealth Advisors
Illinois
$2.33M +$30.5K +565 +1%
CFA
58
Cahill Financial Advisors
Minnesota
$2.28M -$180K -3,343 -8%
FCA
59
FinTrust Capital Advisors
South Carolina
$2.27M +$321K +5,945 +17%
Corient Private Wealth
60
Corient Private Wealth
Florida
$2.23M -$27.1K -503 -1%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$2.18M -$19M -351,927 -90%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$2.15M -$11.8M -217,954 -85%
WFAG
63
Worth Financial Advisory Group
North Carolina
$2.1M -$32.1K -595 -2%
WA
64
WestEnd Advisors
North Carolina
$2.07M -$17.3M -320,322 -90%
PCG
65
Prosperity Consulting Group
Maryland
$2.01M +$853K +15,812 +78%
JWBC
66
John W. Brooker & Co
California
$1.94M -$18.6K -344 -1%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$1.93M +$1.67M +30,979 +820%
S
68
Syntrinsic
Colorado
$1.9M +$99.2K +1,840 +6%
National Bank of Canada
69
National Bank of Canada
Quebec, Canada
$1.81M -$2.91M -53,925 -62%
IAN
70
Integrated Advisors Network
Texas
$1.78M -$16.5K -306 -0.9%
Legacy Financial Group (Iowa)
71
Legacy Financial Group (Iowa)
Iowa
$1.75M +$1.69M +31,403 New
AF
72
Allworth Financial
California
$1.68M -$81.2K -1,506 -5%
HI
73
Harbour Investments
Wisconsin
$1.65M +$23.4K +434 +1%
RFA
74
RTD Financial Advisors
Pennsylvania
$1.62M +$134K +2,487 +9%
HG
75
Harbor Group
New Hampshire
$1.54M -$70.8K -1,313 -5%