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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
51
First Foundation Advisors
California
$4.29M +$163K +2,779 +4%
LPAM
52
Lodestar Private Asset Management
California
$4.05M +$110K +1,885 +3%
GM
53
GeoWealth Management
Illinois
$3.98M -$6.06M -103,467 -60%
BWA
54
Burt Wealth Advisors
Maryland
$3.74M -$8.78K -150 -0.2%
EP
55
Essential Planning
New Hampshire
$3.63M +$3.63M +62,064 New
MSA
56
Marino Stram & Associates
Massachusetts
$3.6M -$541K -9,234 -13%
RWP
57
RWA Wealth Partners
Massachusetts
$3.54M +$108K +1,836 +3%
P
58
&Partners
Tennessee
$3.51M +$3.15M +53,774 +728%
Ameriprise
59
Ameriprise
Minnesota
$3.42M +$1.1M +18,784 +46%
BCM
60
Brookstone Capital Management
Illinois
$3.38M -$95.4K -1,629 -3%
VIP
61
Viewpoint Investment Partners
Alberta, Canada
$3.3M +$815K +13,910 +32%
FHC
62
Fort Henry Capital
West Virginia
$3.21M -$204K -3,478 -6%
Focus Partners Wealth
63
Focus Partners Wealth
Massachusetts
$2.9M +$2.96M +50,597 New
PCG
64
Prosperity Consulting Group
Maryland
$2.78M +$184K +3,147 +7%
DAS
65
Dynamic Advisor Solutions
Arizona
$2.76M +$1.65M +28,184 +142%
Renaissance Technologies
66
Renaissance Technologies
New York
$2.7M +$1.21M +20,600 +78%
EFG
67
Ethos Financial Group
Pennsylvania
$2.57M -$2.87K -49 -0.1%
VAS
68
Vestmark Advisory Solutions
Massachusetts
$2.48M +$2.54M +43,309 New
FPAS
69
Focus Partners Advisor Solutions
Missouri
$2.46M -$307K -5,241 -11%
NWM
70
Northwest Wealth Management
Iowa
$2.46M +$137K +2,332 +6%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$2.45M +$539K +9,210 +28%
CFA
72
Cahill Financial Advisors
Minnesota
$2.34M -$17.6K -300 -0.7%
Comerica Bank
73
Comerica Bank
Texas
$2.13M +$1.87M +31,988 +616%
GCM
74
Gallacher Capital Management
Colorado
$2.01M +$1.39M +23,776 +210%
IF
75
Intrua Financial
Texas
$1.96M +$208K +3,559 +12%