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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
51
Strategic Family Wealth Counselors
New Jersey
$3.38M +$151K +2,635 +5%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$3.36M +$498K +8,693 +18%
FPAS
53
Focus Partners Advisor Solutions
Missouri
$2.85M -$440K -7,675 -14%
PCG
54
Prosperity Consulting Group
Maryland
$2.69M +$353K +6,148 +16%
FCA
55
FinTrust Capital Advisors
South Carolina
$2.68M +$216K +3,774 +9%
EFG
56
Ethos Financial Group
Pennsylvania
$2.66M -$58.5K -1,020 -2%
WA
57
WestEnd Advisors
North Carolina
$2.59M +$540K +9,420 +27%
VIP
58
Viewpoint Investment Partners
Alberta, Canada
$2.59M -$8.6K -150 -0.3%
RJA
59
Raymond James & Associates
Florida
$2.54M -$200K -3,486 -8%
AAS
60
Avantax Advisory Services
Texas
$2.44M +$66.2K +1,155 +3%
CFA
61
Cahill Financial Advisors
Minnesota
$2.43M +$1.09K +19 +0%
Ameriprise
62
Ameriprise
Minnesota
$2.43M -$801K -13,977 -25%
NWM
63
Northwest Wealth Management
Iowa
$2.4M -$433K -7,557 -16%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$2.23M +$110K +1,921 +5%
VWA
65
Visionary Wealth Advisors
Illinois
$2.06M -$113K -1,975 -5%
S
66
Syntrinsic
Colorado
$2.01M -$23.6K -411 -1%
ACM
67
Avalon Capital Management
California
$1.99M +$1.08M +18,918 +129%
WFAG
68
Worth Financial Advisory Group
North Carolina
$1.98M -$56.9K -993 -3%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$1.98M -$3.33K -58 -0.2%
JWBC
70
John W. Brooker & Co
California
$1.95M -$64.3K -1,121 -3%
HI
71
Harbour Investments
Wisconsin
$1.91M +$128K +2,233 +7%
IAN
72
Integrated Advisors Network
Texas
$1.85M -$2.47K -43 -0.1%
IF
73
Intrua Financial
Texas
$1.82M +$338K +5,895 +24%
AF
74
Allworth Financial
California
$1.7M -$45K -785 -3%
SA
75
Sanctuary Advisors
Indiana
$1.69M +$1.02M +17,832 +162%