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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APA
76
American Portfolios Advisors
New York
$610K +$181K +3,860 +43%
AIP
77
Ahrens Investment Partners
Louisiana
$597K +$22.4K +479 +4%
W
78
Wealthquest
Ohio
$596K +$22.4K +478 +4%
KA
79
Kovack Advisors
Florida
$576K
MHS
80
M Holdings Securities
Oregon
$575K +$22.2K +475 +4%
B
81
Brightworth
Georgia
$568K +$556K +11,874 New
PA
82
Parallel Advisors
California
$565K -$49.4K -1,055 -8%
PCWA
83
Pacific Capital Wealth Advisors
California
$565K +$553K +11,815 New
TFS
84
TrustCore Financial Services
Tennessee
$559K -$122K -2,613 -18%
CSIA
85
Charles Schwab Investment Advisory
California
$555K +$543K +11,602 New
FSG
86
Financial Strategies Group
Michigan
$553K +$541K +11,551 New
BWM
87
Bernicke Wealth Management
Wisconsin
$532K -$4.12K -88 -0.8%
SWP
88
Summit Wealth Partners
Florida
$531K +$520K +11,104 New
CAMG
89
CWA Asset Management Group
Florida
$525K -$27.1K -578 -5%
RBFC
90
Roman Butler Fullerton & Co
Missouri
$516K -$5.62K -120 -1%
RA
91
Rational Advisors
New York
$507K +$173K +3,701 +54%
SC
92
Scotia Capital
Ontario, Canada
$506K +$5.95K +127 +1%
AWA
93
Acorn Wealth Advisors
Michigan
$486K +$234 +5 +0%
GWM
94
Geneos Wealth Management
Colorado
$486K +$272K +5,805 +133%
AIA
95
Arbor Investment Advisors
North Carolina
$484K +$97.4K +2,080 +26%
HSWM
96
Hubbell Strickland Wealth Management
Louisiana
$477K -$2.34K -50 -0.5%
BSAM
97
Blue Sky Asset Management
Colorado
$461K +$451K +9,628 New
AWM
98
Avior Wealth Management
Nebraska
$458K -$92.3K -1,971 -17%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$448K +$6.18K +132 +1%
CAS
100
Cascadia Advisory Services
Oregon
$442K +$433K +9,235 New