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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Avior Wealth Management
Nebraska
$1.28M +$65.1K +1,111 +5%
AWM
102
AE Wealth Management
Kansas
$1.27M +$366K +6,253 +39%
KWA
103
Kingswood Wealth Advisors
California
$1.27M -$14.3K -244 -1%
UCFA
104
United Capital Financial Advisors
Texas
$1.22M +$54.2K +925 +5%
PAG
105
Private Advisor Group
New Jersey
$1.21M -$109K -1,868 -8%
CIP
106
Capital Insight Partners
Arizona
$1.2M -$159K -2,714 -12%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$1.19M +$143K +2,446 +13%
GAA
108
Global Assets Advisory
Florida
$1.16M -$7.67K -131 -0.6%
PWM
109
Perigon Wealth Management
California
$1.16M -$6.56K -112 -0.6%
GS
110
GTS Securities
Florida
$1.15M +$754K +12,872 +180%
IWC
111
Integrated Wealth Concepts
Massachusetts
$1.14M +$188K +3,216 +19%
SI
112
SimpliFi Inc
California
$1.11M -$45K -768 -4%
NG
113
Northstar Group
New York
$1.1M +$1.76K +30 +0.2%
MWG
114
Martin Worley Group
Utah
$1.08M +$1.1M +18,814 New
EH
115
Equitable Holdings
New York
$1.07M +$171K +2,925 +19%
ACM
116
Avalon Capital Management
California
$1.04M -$903K -15,419 -46%
OPWM
117
Oxinas Partners Wealth Management
Indiana
$1.04M -$179K -3,065 -14%
HFA
118
Hershey Financial Advisers
Pennsylvania
$1.03M +$1.05M +17,887 New
HFA
119
High Falls Advisors
New York
$1.01M +$17K +290 +2%
WA
120
WBH Advisory
Maryland
$987K
PCWA
121
Pacific Capital Wealth Advisors
California
$983K +$4.57K +78 +0.5%
SPC
122
Sigma Planning Corp
Michigan
$954K +$9.02K +154 +0.9%
CCWA
123
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$946K -$10.8K -185 -1%
Victory Capital Management
124
Victory Capital Management
Texas
$936K +$956K +16,321 New
WC
125
Waterloo Capital
Texas
$914K +$286K +4,881 +44%