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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSA
76
Marino Stram & Associates
Massachusetts
$3.33M +$41.5K +609 +1%
HI
77
Harbour Investments
Wisconsin
$3.28M +$74.9K +1,100 +2%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$2.97M +$1.83M +26,875 +170%
CIA
79
Concurrent Investment Advisors
Florida
$2.82M +$489K +7,179 +22%
KWA
80
Kingswood Wealth Advisors
California
$2.79M +$22.7K +333 +0.8%
IA
81
IFG Advisory
Georgia
$2.7M +$2.62M +38,543 +12,848%
CFA
82
Cahill Financial Advisors
Minnesota
$2.68M +$9.33K +137 +0.4%
IAN
83
Integrated Advisors Network
Texas
$2.64M +$409 +6 +0%
FHC
84
First Heartland Consultants
Missouri
$2.63M +$63.7K +935 +3%
FWP
85
FAS Wealth Partners
Kansas
$2.55M +$160K +2,345 +7%
TWIM
86
TIAA Wealth Investment Management
New York
$2.53M +$2.48M +36,472 New
GAA
87
Global Assets Advisory
Florida
$2.49M +$2.45M +35,907 New
VCM
88
Vines Capital Management
Louisiana
$2.48M +$694K +10,197 +40%
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$2.46M +$220K +3,234 +10%
JWCA
90
J.W. Cole Advisors
Florida
$2.44M +$2.39M +35,077 New
WFS
91
Weitzel Financial Services
Iowa
$2.42M +$530K +7,778 +28%
LAS
92
Legacy Advisory Services
Pennsylvania
$2.4M +$17.9K +263 +0.8%
VWA
93
Visionary Wealth Advisors
Illinois
$2.33M -$137K -2,006 -6%
SWM
94
Selby Wealth Management
California
$2.3M +$57K +837 +3%
PAG
95
Private Advisor Group
New Jersey
$2.28M -$230K -3,373 -9%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$2.15M +$136K +1,991 +7%
HG
97
Harbor Group
New Hampshire
$2.14M +$194K +2,844 +10%
WIM
98
Westside Investment Management
California
$2.14M +$611K +8,970 +41%
EWA
99
EP Wealth Advisors
California
$2.11M -$1.36K -20 -0.1%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$2.08M +$347K +5,094 +21%