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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NG
76
Northstar Group
New York
$1.23M -$49.6K -974 -4%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$1.22M -$7.38M -144,988 -86%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$1.21M -$134K -2,632 -10%
PCWA
79
Pacific Capital Wealth Advisors
California
$1.12M +$14.1K +277 +1%
SWP
80
Stratos Wealth Partners
Ohio
$1.11M +$51 +1 +0%
SI
81
SimpliFi Inc
California
$1.07M +$14.9K +292 +1%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$1.04M -$44.3K -870 -4%
WA
83
WBH Advisory
Maryland
$1.04M -$5.86K -115 -0.5%
GAA
84
Global Assets Advisory
Florida
$997K +$83.6K +1,642 +9%
MA
85
Mutual Advisors
Nebraska
$996K +$71.6K +1,407 +8%
DAS
86
Dynamic Advisor Solutions
Arizona
$993K +$108K +2,119 +12%
PP
87
PDS Planning
Ohio
$990K +$713 +14 +0.1%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$968K +$997K +19,589 New
PAG
89
Private Advisor Group
New Jersey
$965K +$79.3K +1,557 +9%
TW
90
TrinityPoint Wealth
Connecticut
$959K +$713K +13,999 +259%
PCMC
91
Private Capital Management (Colorado)
Colorado
$950K -$42K -825 -4%
IWC
92
Integrated Wealth Concepts
Massachusetts
$940K -$6.77K -133 -0.7%
UCFA
93
United Capital Financial Advisors
Texas
$874K +$298K +5,850 +49%
CTC
94
Central Trust Company
Missouri
$872K +$898K +17,642 New
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$857K +$4.94K +97 +0.6%
SFG
96
Sage Financial Group
Pennsylvania
$852K -$78.5K -1,541 -8%
AF
97
Advisornet Financial
Minnesota
$833K -$107K -2,108 -11%
OPWM
98
Oxinas Partners Wealth Management
Indiana
$822K -$23K -451 -3%
TA
99
Tiedemann Advisors
New York
$813K -$3.51K -69 -0.4%
OFG
100
Oxford Financial Group
Indiana
$811K -$1.17K -23 -0.1%