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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
76
Kingswood Wealth Advisors
California
$2.46M +$980K +15,109 +66%
CSIC
77
Clifford Swan Investment Counsel
California
$2.37M +$2.36M +36,440 New
FHC
78
First Heartland Consultants
Missouri
$2.36M +$1.06M +16,262 +81%
ACM
79
Avalon Capital Management
California
$2.22M +$2.22M +34,207 New
VWA
80
Visionary Wealth Advisors
Illinois
$2.22M -$60.1K -926 -3%
CIA
81
Concurrent Investment Advisors
Florida
$2.14M +$191K +2,949 +10%
PAG
82
Private Advisor Group
New Jersey
$2.14M -$19.1K -294 -0.9%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$2.1M +$310K +4,777 +17%
National Bank of Canada
84
National Bank of Canada
Quebec, Canada
$2.08M +$102K +1,579 +5%
LAS
85
Legacy Advisory Services
Pennsylvania
$2.06M -$9.73K -150 -0.5%
GAA
86
Global Assets Advisory
Florida
$2.02M +$163K +2,519 +9%
SWM
87
Selby Wealth Management
California
$1.99M +$1.99M +30,635 New
BEI
88
Benjamin Edwards Inc
Missouri
$1.93M +$273K +4,201 +16%
HWA
89
Heritage Wealth Architects
Minnesota
$1.9M +$1.26M +19,470 +210%
Victory Capital Management
90
Victory Capital Management
Texas
$1.86M +$1.85M +28,584 New
HighTower Advisors
91
HighTower Advisors
Illinois
$1.84M +$37.3K +575 +2%
GS
92
GTS Securities
Florida
$1.82M +$1.61M +24,859 +790%
HG
93
Harbor Group
New Hampshire
$1.82M +$13.8K +213 +0.8%
Lido Advisors
94
Lido Advisors
California
$1.8M +$7.72K +119 +0.4%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$1.78M +$59.4K +915 +3%
MA
96
Mutual Advisors
Nebraska
$1.75M +$54.3K +837 +3%
SL
97
Sentinus LLC
Illinois
$1.74M -$260K -4,001 -13%
EH
98
Equitable Holdings
New York
$1.74M +$73.6K +1,135 +4%
Legacy Financial Group (Iowa)
99
Legacy Financial Group (Iowa)
Iowa
$1.7M +$180K +2,770 +12%
PWM
100
Prentice Wealth Management
New York
$1.7M -$23.5K -362 -1%