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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIA
51
LBMC Investment Advisors
Tennessee
$4.54M -$142K -2,157 -3%
Corient Private Wealth
52
Corient Private Wealth
Florida
$4.45M -$277K -4,198 -6%
HA
53
Hanover Advisors
South Carolina
$4.35M -$2.16M -32,780 -33%
ECA
54
Elevation Capital Advisory
Oregon
$4.33M +$1.49M +22,667 +51%
Truist Financial
55
Truist Financial
North Carolina
$4.19M -$2.94M -44,620 -41%
BCM
56
Brookstone Capital Management
Illinois
$4.16M +$30.8K +467 +0.7%
Mariner
57
Mariner
Kansas
$3.95M +$2.67M +40,473 +193%
BWP
58
BlueStem Wealth Partners
Minnesota
$3.95M -$15.6K -236 -0.4%
HAG
59
HighPoint Advisor Group
Illinois
$3.9M -$670K -10,165 -14%
FHC
60
Fort Henry Capital
West Virginia
$3.83M +$396 +6 +0%
GM
61
GeoWealth Management
Illinois
$3.81M -$1.85K -28 -0%
Ameriprise
62
Ameriprise
Minnesota
$3.79M +$230K +3,482 +6%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$3.77M -$1.42M -21,614 -27%
HighTower Advisors
64
HighTower Advisors
Illinois
$3.72M +$1.95M +29,511 +105%
RWP
65
RWA Wealth Partners
Massachusetts
$3.7M -$87.3K -1,325 -2%
RBA
66
Richard Bernstein Advisors
New York
$3.6M +$2.67M +40,484 +263%
P
67
&Partners
Tennessee
$3.47M -$1.06M -16,026 -23%
IF
68
Intrua Financial
Texas
$3.39M +$605K +9,180 +21%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$3.36M +$145K +2,192 +4%
DWM
70
Dakota Wealth Management
Florida
$3.23M -$923 -14 -0%
MSA
71
Marino Stram & Associates
Massachusetts
$3.04M -$26.2K -397 -0.8%
DAS
72
Dynamic Advisor Solutions
Arizona
$3M +$1.97M +29,813 +178%
HI
73
Harbour Investments
Wisconsin
$2.97M +$105K +1,590 +4%
SB
74
Strategic Blueprint
Georgia
$2.95M +$1.94M +29,452 +180%
KWA
75
Kingswood Wealth Advisors
California
$2.56M +$125K +1,901 +5%