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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$4.97M +$203K +3,129 +4%
PCG
52
Prosperity Consulting Group
Maryland
$4.96M +$507K +7,816 +11%
Corient Private Wealth
53
Corient Private Wealth
Florida
$4.77M +$90.2K +1,390 +2%
LIA
54
LBMC Investment Advisors
Tennessee
$4.72M -$133K -2,053 -3%
HAG
55
HighPoint Advisor Group
Illinois
$4.6M +$4.59M +70,751 New
P
56
&Partners
Tennessee
$4.55M +$891K +13,738 +24%
SWP
57
Stratos Wealth Partners
Ohio
$4.26M +$3.11M +47,971 +272%
BCM
58
Brookstone Capital Management
Illinois
$4.17M +$122K +1,882 +3%
BWP
59
BlueStem Wealth Partners
Minnesota
$4M -$507K -7,809 -11%
FHC
60
Fort Henry Capital
West Virginia
$3.87M +$129K +1,990 +3%
GM
61
GeoWealth Management
Illinois
$3.85M +$323K +4,985 +9%
RWP
62
RWA Wealth Partners
Massachusetts
$3.83M +$34.5K +532 +0.9%
VIP
63
Viewpoint Investment Partners
Alberta, Canada
$3.74M -$2.6K -40 -0.1%
Ameriprise
64
Ameriprise
Minnesota
$3.6M +$710K +10,936 +25%
DWM
65
Dakota Wealth Management
Florida
$3.27M -$222K -3,427 -6%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$3.25M -$57.6K -888 -2%
WA
67
WestEnd Advisors
North Carolina
$3.25M +$2.1M +32,386 +184%
FWP
68
FAS Wealth Partners
Kansas
$3.24M -$201K -3,097 -6%
MSA
69
Marino Stram & Associates
Massachusetts
$3.1M -$126K -1,939 -4%
ECA
70
Elevation Capital Advisory
Oregon
$2.9M +$2.89M +44,547 New
HI
71
Harbour Investments
Wisconsin
$2.9M -$28.6K -441 -1%
IF
72
Intrua Financial
Texas
$2.83M +$40.7K +627 +1%
IA
73
IFG Advisory
Georgia
$2.75M +$230K +3,544 +9%
IAN
74
Integrated Advisors Network
Texas
$2.54M +$212K +3,261 +9%
CFA
75
Cahill Financial Advisors
Minnesota
$2.5M -$2.73K -42 -0.1%