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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Allworth Financial
California
$1.69M +$33.7K +668 +2%
AWM
77
AE Wealth Management
Kansas
$1.66M -$6.95M -137,630 -82%
HI
78
Harbour Investments
Wisconsin
$1.55M +$2.63K +52 +0.2%
HG
79
Harbor Group
New Hampshire
$1.54M +$790K +15,643 +117%
CIP
80
Capital Insight Partners
Arizona
$1.54M +$9.64K +191 +0.7%
IF
81
Integrity Financial
Wyoming
$1.43M -$97.4K -1,930 -7%
RFA
82
RTD Financial Advisors
Pennsylvania
$1.42M -$1.21M -23,999 -47%
Creative Planning
83
Creative Planning
Kansas
$1.4M +$1.33M +26,384 New
Qube Research & Technologies (QRT)
84
Qube Research & Technologies (QRT)
United Kingdom
$1.4M +$1.29M +25,485 +3,222%
CAN
85
Cetera Advisor Networks
California
$1.35M +$14.6K +289 +1%
PCMM
86
Piedmont Capital Management (Montana)
Montana
$1.32M -$21K -416 -2%
CCWA
87
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.28M -$63.5K -1,258 -5%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$1.25M -$44.2K -876 -4%
NG
89
Northstar Group
New York
$1.25M -$70.7K -1,400 -6%
PCWA
90
Pacific Capital Wealth Advisors
California
$1.24M +$34.8K +689 +3%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$1.23M +$181K +3,594 +18%
SWP
92
Stratos Wealth Partners
Ohio
$1.19M +$151 +3 +0%
MA
93
Mutual Advisors
Nebraska
$1.18M +$107K +2,111 +10%
PAG
94
Private Advisor Group
New Jersey
$1.18M +$136K +2,690 +14%
Goldman Sachs
95
Goldman Sachs
New York
$1.17M -$819K -16,232 -42%
KWM
96
Kingsview Wealth Management
Oregon
$1.17M -$428K -8,469 -28%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$1.16M +$32.9K +651 +3%
IF
98
Intrua Financial
Texas
$1.15M +$628K +12,441 +135%
GAA
99
Global Assets Advisory
Florida
$1.09M +$25.4K +503 +2%
PCG
100
Prosperity Consulting Group
Maryland
$1.08M +$1.02M +20,240 New