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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBL
226
Sargent Bickham Lagudis
Colorado
$24K +$55 +1 +0.2%
SB
227
Strategic Blueprint
Georgia
$24K +$24K +435 New
HR
228
Howe & Rusling
New York
$22K
SC
229
SouthState Corp
Florida
$22K
FA
230
Financial Advantage
Maryland
$21K
FCMT
231
Founders Capital Management (Texas)
Texas
$19K
LPWM
232
Lake Point Wealth Management
Texas
$18K +$18.2K +329 New
PWP
233
Personal Wealth Partners
Minnesota
$17K +$16.5K +298 New
ASN
234
Advisory Services Network
Georgia
$17K +$17K +307 New
AIP
235
Ameritas Investment Partners
Nebraska
$15K
MA
236
MCF Advisors
Kentucky
$15K
MIM
237
Macroview Investment Management
Maryland
$14K
ME
238
McIlrath & Eck
Washington
$14K +$13.8K +250 New
PWM
239
Prentice Wealth Management
New York
$13K
BA
240
Bellwether Advisors
Nebraska
$13K +$13K +236 New
AF
241
Affiance Financial
Minnesota
$12K
LWM
242
Liberty Wealth Management
California
$12K
EWM
243
Elmwood Wealth Management
California
$10K +$5.91K +107 +149%
LAS
244
Lloyd Advisory Services
Georgia
$9K -$154K -2,793 -94%
LF
245
Lee Financial
Texas
$9K
FWM
246
Focused Wealth Management
New York
$8K
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$8K +$7.57K +137 +1,054%
JAWM
248
J. Arnold Wealth Management
Ohio
$6K
VNA
249
Valley National Advisers
Pennsylvania
$6K
JWM
250
Janiczek Wealth Management
Colorado
$4K