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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
126
Sovereign Financial Group
Connecticut
$1.26M +$943K +14,538 +303%
TWP
127
Tempus Wealth Planning
California
$1.24M +$598K +9,219 +94%
Renaissance Technologies
128
Renaissance Technologies
New York
$1.24M -$169K -2,600 -12%
MLFP
129
MPS Loria Financial Planners
Illinois
$1.23M +$115K +1,767 +10%
SI
130
SimpliFi Inc
California
$1.23M -$2.08K -32 -0.2%
SPC
131
Sigma Planning Corp
Michigan
$1.21M +$177K +2,731 +17%
AFP
132
Ausdal Financial Partners
Iowa
$1.19M +$40.5K +624 +4%
MAM
133
Milestone Asset Management
Pennsylvania
$1.17M +$40.7K +627 +4%
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$1.17M -$327K -5,034 -22%
MGIA
135
Moneta Group Investment Advisors
Missouri
$1.14M -$11K -169 -1%
OCM
136
One Capital Management
California
$1.13M +$50.4K +776 +5%
BCI
137
Brinker Capital Investments
Pennsylvania
$1.11M +$409K +6,305 +58%
WA
138
WBH Advisory
Maryland
$1.11M
NG
139
Northstar Group
New York
$1.11M -$17.5K -270 -2%
GFG
140
Greystone Financial Group
Michigan
$1.1M +$35.7K +550 +3%
AWM
141
AE Wealth Management
Kansas
$1.1M -$27.1K -417 -2%
FFN
142
Focus Financial Network
Minnesota
$1.09M -$891K -13,728 -45%
DAS
143
Dynamic Advisor Solutions
Arizona
$1.09M -$45.8K -706 -4%
SB
144
Strategic Blueprint
Georgia
$1.06M +$1.06M +16,318 New
Jones Financial Companies
145
Jones Financial Companies
Missouri
$1.05M +$182K +2,798 +21%
JWCA
146
J.W. Cole Advisors
Florida
$1.04M +$226K +3,489 +22%
GRP
147
Global Retirement Partners
California
$1.04M -$227K -3,494 -18%
NWM
148
Northwest Wealth Management
Iowa
$1.03M -$1.23M -18,914 -54%
WP
149
Westmount Partners
California
$1.03M +$61.5K +948 +6%
RBA
150
Richard Bernstein Advisors
New York
$1M +$785K +12,092 +365%