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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
76
Atria Investments
North Carolina
$1.46M -$82.1K -1,745 -5%
KA
77
Kovack Advisors
Florida
$1.42M -$24.5K -521 -2%
Legacy Financial Group (Iowa)
78
Legacy Financial Group (Iowa)
Iowa
$1.39M +$202K +4,289 +17%
NG
79
Northstar Group
New York
$1.37M -$11.6K -247 -0.8%
AWM
80
AE Wealth Management
Kansas
$1.35M -$32.3K -687 -2%
CIP
81
Capital Insight Partners
Arizona
$1.3M +$61.1K +1,298 +5%
AAS
82
Avantax Advisory Services
Texas
$1.29M +$412K +8,758 +47%
PP
83
PDS Planning
Ohio
$1.28M +$1.28M +27,176 New
AF
84
Allworth Financial
California
$1.28M +$446K +9,489 +54%
RFA
85
RTD Financial Advisors
Pennsylvania
$1.15M -$1.66M -35,261 -59%
PCWA
86
Pacific Capital Wealth Advisors
California
$1.06M -$11.6K -246 -1%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$1.05M -$1.61M -34,166 -61%
SI
88
SimpliFi Inc
California
$1.04M +$17.8K +379 +2%
ZIM
89
Zacks Investment Management
Illinois
$1.02M +$1.02M +21,655 New
HG
90
Harbor Group
New Hampshire
$1.02M -$188K -3,986 -16%
HI
91
Harbour Investments
Wisconsin
$1.01M +$203K +4,313 +25%
FCA
92
FinTrust Capital Advisors
South Carolina
$1,000K +$574K +12,195 +135%
HighTower Advisors
93
HighTower Advisors
Illinois
$993K +$473K +10,054 +90%
CPWMP
94
Cardinal Point Wealth Management Partners
California
$992K +$177K +3,770 +22%
CPCM
95
Cardinal Point Capital Management
Ontario, Canada
$992K +$989K +21,026 New
PA
96
PFG Advisors
Arizona
$986K -$76K -1,615 -7%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$967K +$116K +2,469 +14%
CCWA
98
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$925K +$66.1K +1,404 +8%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$915K +$909K +19,314 +24,448%
HFS
100
Hantz Financial Services
Michigan
$910K +$908K +19,290 New