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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$1.74M +$440K +7,561 +33%
ACM
77
Avalon Capital Management
California
$1.69M +$657K +11,287 +62%
RFA
78
RTD Financial Advisors
Pennsylvania
$1.69M +$110K +1,894 +7%
IAN
79
Integrated Advisors Network
Texas
$1.67M -$35.1K -603 -2%
RL
80
Retireful LLC
Michigan
$1.64M +$1.66M +28,455 New
HG
81
Harbor Group
New Hampshire
$1.62M +$3.14K +54 +0.2%
IA
82
IFG Advisory
Georgia
$1.57M +$208K +3,581 +15%
AWM
83
AE Wealth Management
Kansas
$1.55M +$277K +4,763 +22%
HighTower Advisors
84
HighTower Advisors
Illinois
$1.53M +$69.6K +1,196 +5%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$1.52M +$182K +3,127 +13%
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$1.52M -$179K -3,077 -10%
PWM
87
Prentice Wealth Management
New York
$1.52M +$1.53M +26,330 New
WFAG
88
Worth Financial Advisory Group
North Carolina
$1.5M -$119K -2,039 -7%
AF
89
Allworth Financial
California
$1.48M -$78.4K -1,347 -5%
FDCDDQ
90
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.43M +$147K +2,523 +11%
SL
91
Sentinus LLC
Illinois
$1.42M -$9.43K -162 -0.7%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$1.41M -$7.45K -128 -0.5%
MA
93
Mutual Advisors
Nebraska
$1.4M +$119K +2,046 +9%
FFN
94
Focus Financial Network
Minnesota
$1.39M -$420K -7,220 -23%
AWM
95
Avior Wealth Management
Nebraska
$1.34M +$63.7K +1,095 +5%
Legacy Financial Group (Iowa)
96
Legacy Financial Group (Iowa)
Iowa
$1.34M -$23.8K -409 -2%
IF
97
Integrity Financial
Wyoming
$1.33M -$127K -2,183 -9%
BCM
98
BluePointe Capital Management
California
$1.3M +$1.31M +22,555 New
PWM
99
Perigon Wealth Management
California
$1.29M +$129K +2,212 +11%
SA
100
Sanctuary Advisors
Indiana
$1.27M +$7.1K +122 +0.6%