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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
76
Relative Value Partners Group
$837K
AAS
77
Avantax Advisory Services
Texas
$831K +$203K +4,183 +29%
WWM
78
Western Wealth Management
Colorado
$825K -$375K -7,748 -30%
HI
79
Harbour Investments
Wisconsin
$817K
CCWA
80
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$815K +$33.6K +694 +4%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$808K +$453K +9,346 +107%
HIP
82
Harrell Investment Partners
Texas
$807K -$2.24M -46,257 -72%
AF
83
Allworth Financial
California
$789K +$111K +2,282 +15%
Renaissance Technologies
84
Renaissance Technologies
New York
$788K -$562K -11,605 -40%
PWA
85
PCG Wealth Advisors
Kansas
$780K +$424K +8,754 +101%
CPWMP
86
Cardinal Point Wealth Management Partners
California
$779K -$25.5K -526 -3%
MML Investors Services
87
MML Investors Services
Massachusetts
$773K +$381K +7,875 +84%
NAS
88
Nicolet Advisory Services
Wisconsin
$753K -$378K -7,808 -32%
BWA
89
Burt Wealth Advisors
Maryland
$752K -$224K -4,631 -22%
TW
90
TrinityPoint Wealth
Connecticut
$732K +$792K +16,347 New
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$727K +$254K +5,237 +48%
OFG
92
Oxford Financial Group
Indiana
$723K -$10.1K -209 -1%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$717K +$13.4K +277 +2%
TC
94
Trilogy Capital
California
$715K -$15.1K -312 -2%
DAS
95
Dynamic Advisor Solutions
Arizona
$705K +$53.1K +1,097 +7%
ACS
96
Archford Capital Strategies
Illinois
$690K -$16.5K -340 -2%
MCWS
97
McKinley Carter Wealth Services
West Virginia
$686K -$62.5K -1,291 -8%
GCM
98
G2 Capital Management
Ohio
$682K
MBFW
99
Morton Brown Family Wealth
Pennsylvania
$668K
PFA
100
Professional Financial Advisors
Nebraska
$666K -$42.5K -878 -6%