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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
51
Dakota Wealth Management
Florida
$3.82M -$1.17M -19,992 -24%
RWP
52
RWA Wealth Partners
Massachusetts
$3.68M -$97K -1,660 -3%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$3.64M +$3.12M +53,451 +948%
VIP
54
Viewpoint Investment Partners
Alberta, Canada
$3.55M
FHC
55
Fort Henry Capital
West Virginia
$3.53M +$12.6K +215 +0.4%
P
56
&Partners
Tennessee
$3.48M -$90.8K -1,555 -3%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$3.27M -$185K -3,176 -6%
Focus Partners Wealth
58
Focus Partners Wealth
Massachusetts
$3.23M +$172K +2,952 +6%
Renaissance Technologies
59
Renaissance Technologies
New York
$3.2M +$982K +16,806 +48%
MSA
60
Marino Stram & Associates
Massachusetts
$3.1M -$17.3K -296 -0.6%
FPAS
61
Focus Partners Advisor Solutions
Missouri
$2.86M -$102K -1,743 -4%
HI
62
Harbour Investments
Wisconsin
$2.78M +$562K +9,618 +27%
WA
63
WestEnd Advisors
North Carolina
$2.74M -$3.08M -52,682 -54%
Creative Planning
64
Creative Planning
Kansas
$2.73M +$817K +13,982 +46%
Ameriprise
65
Ameriprise
Minnesota
$2.64M +$206K +3,522 +9%
EFG
66
Ethos Financial Group
Pennsylvania
$2.63M -$120K -2,058 -5%
AAS
67
Avantax Advisory Services
Texas
$2.53M -$28K -479 -1%
Citadel Advisors
68
Citadel Advisors
Florida
$2.43M +$2.31M +39,523 New
IF
69
Intrua Financial
Texas
$2.42M +$309K +5,288 +16%
PAG
70
Private Advisor Group
New Jersey
$2.4M +$1.04M +17,866 +85%
CFA
71
Cahill Financial Advisors
Minnesota
$2.36M -$40.7K -697 -2%
NWM
72
Northwest Wealth Management
Iowa
$2.3M -$199K -3,404 -8%
VWA
73
Visionary Wealth Advisors
Illinois
$2.15M +$9.52K +163 +0.5%
IA
74
IFG Advisory
Georgia
$2.08M +$377K +6,452 +24%
ACM
75
Avalon Capital Management
California
$2.07M +$243K +4,162 +14%