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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HG
76
Harbor Group
New Hampshire
$1.58M +$22.4K +406 +1%
RFA
77
RTD Financial Advisors
Pennsylvania
$1.54M -$104K -1,875 -6%
IF
78
Integrity Financial
Wyoming
$1.48M -$25.8K -466 -2%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$1.48M -$684K -12,369 -32%
Legacy Financial Group (Iowa)
80
Legacy Financial Group (Iowa)
Iowa
$1.44M -$324K -5,867 -19%
IF
81
Intrua Financial
Texas
$1.4M +$106K +1,909 +8%
HighTower Advisors
82
HighTower Advisors
Illinois
$1.38M +$547K +9,894 +68%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$1.37M +$20.8K +376 +2%
CIP
84
Capital Insight Partners
Arizona
$1.36M -$23.5K -426 -2%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$1.36M +$180K +3,250 +16%
PCMM
86
Piedmont Capital Management (Montana)
Montana
$1.35M
PAG
87
Private Advisor Group
New Jersey
$1.32M -$155K -2,807 -11%
SWP
88
Stratos Wealth Partners
Ohio
$1.26M
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.25M +$47K +851 +4%
Creative Planning
90
Creative Planning
Kansas
$1.21M -$124K -2,248 -9%
SAI
91
Savvy Advisors Inc
New York
$1.19M +$1.17M +21,218 New
Renaissance Technologies
92
Renaissance Technologies
New York
$1.19M -$144K -2,600 -11%
IA
93
IFG Advisory
Georgia
$1.19M +$1.17M +21,083 New
AWM
94
Avior Wealth Management
Nebraska
$1.17M +$807K +14,592 +233%
OPWM
95
Oxinas Partners Wealth Management
Indiana
$1.17M -$10.7K -193 -0.9%
SI
96
SimpliFi Inc
California
$1.16M -$24.7K -446 -2%
NG
97
Northstar Group
New York
$1.15M -$31.6K -571 -3%
GAA
98
Global Assets Advisory
Florida
$1.14M -$66.4K -1,201 -6%
MA
99
Mutual Advisors
Nebraska
$1.13M +$4.48K +81 +0.4%
DAS
100
Dynamic Advisor Solutions
Arizona
$1.13M +$11.9K +216 +1%