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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$3.12M -$5.81M -105,059 -66%
SFWC
52
Strategic Family Wealth Counselors
New Jersey
$3.07M +$88K +1,592 +3%
NWM
53
Northwest Wealth Management
Iowa
$2.71M -$457K -8,268 -15%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$2.71M -$117K -2,125 -4%
Stifel Financial
55
Stifel Financial
Missouri
$2.65M -$2.56M -46,325 -50%
RJA
56
Raymond James & Associates
Florida
$2.61M -$197K -3,557 -7%
EFG
57
Ethos Financial Group
Pennsylvania
$2.58M -$96.3K -1,742 -4%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$2.56M +$1.38M +24,993 +122%
VIP
59
Viewpoint Investment Partners
Alberta, Canada
$2.47M -$761K -13,760 -24%
FCA
60
FinTrust Capital Advisors
South Carolina
$2.34M +$37.3K +675 +2%
CFA
61
Cahill Financial Advisors
Minnesota
$2.31M +$663 +12 +0%
AAS
62
Avantax Advisory Services
Texas
$2.26M -$104K -1,889 -4%
PCG
63
Prosperity Consulting Group
Maryland
$2.21M +$179K +3,232 +9%
VWA
64
Visionary Wealth Advisors
Illinois
$2.07M -$283K -5,117 -12%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$2.01M -$192K -3,473 -9%
WFAG
66
Worth Financial Advisory Group
North Carolina
$1.94M -$182K -3,284 -9%
S
67
Syntrinsic
Colorado
$1.93M +$9.84K +178 +0.5%
WA
68
WestEnd Advisors
North Carolina
$1.93M -$157K -2,841 -8%
JWBC
69
John W. Brooker & Co
California
$1.92M -$50.6K -916 -3%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$1.89M -$67.3K -1,218 -4%
IAN
71
Integrated Advisors Network
Texas
$1.76M -$44.5K -805 -3%
RL
72
Retireful LLC
Michigan
$1.74M -$1.08M -19,588 -39%
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$1.72M -$122K -2,202 -7%
HI
74
Harbour Investments
Wisconsin
$1.69M +$16.3K +295 +1%
AF
75
Allworth Financial
California
$1.66M -$45.3K -820 -3%