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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$4.32M +$916K +14,653 +28%
BWA
52
Burt Wealth Advisors
Maryland
$4.12M -$5.75K -92 -0.1%
BCM
53
Brookstone Capital Management
Illinois
$4.01M -$91.7K -1,466 -2%
Creative Planning
54
Creative Planning
Kansas
$3.79M +$913K +14,603 +33%
RWP
55
RWA Wealth Partners
Massachusetts
$3.76M -$88.4K -1,413 -2%
FHC
56
Fort Henry Capital
West Virginia
$3.7M +$16.6K +266 +0.5%
P
57
&Partners
Tennessee
$3.62M -$17.2K -275 -0.5%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$3.57M +$2.84M +45,424 +455%
VIP
59
Viewpoint Investment Partners
Alberta, Canada
$3.55M
GM
60
GeoWealth Management
Illinois
$3.49M -$1.35M -21,626 -29%
DWM
61
Dakota Wealth Management
Florida
$3.45M -$528K -8,447 -14%
FWP
62
FAS Wealth Partners
Kansas
$3.41M +$3.31M +52,974 New
Bank of New York Mellon
63
Bank of New York Mellon
New York
$3.27M -$139K -2,221 -4%
MSA
64
Marino Stram & Associates
Massachusetts
$3.2M -$41.7K -667 -1%
HI
65
Harbour Investments
Wisconsin
$2.9M -$11.4K -183 -0.4%
Ameriprise
66
Ameriprise
Minnesota
$2.86M +$96.4K +1,542 +4%
IF
67
Intrua Financial
Texas
$2.76M +$231K +3,699 +9%
IA
68
IFG Advisory
Georgia
$2.5M +$317K +5,075 +15%
CFA
69
Cahill Financial Advisors
Minnesota
$2.47M +$2.31K +37 +0.1%
IAN
70
Integrated Advisors Network
Texas
$2.31M +$425K +6,790 +23%
SOS
71
Silver Oak Securities
Tennessee
$2.29M +$2.22M +35,580 New
VWA
72
Visionary Wealth Advisors
Illinois
$2.26M +$11.5K +184 +0.5%
NWM
73
Northwest Wealth Management
Iowa
$2.24M -$161K -2,568 -7%
PAG
74
Private Advisor Group
New Jersey
$2.14M -$360K -5,764 -15%
LAS
75
Legacy Advisory Services
Pennsylvania
$2.05M