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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
226
Heritage Wealth Management (Arizona)
Arizona
$33K -$21.7K -385 -39%
RG
227
Retirement Group
California
$33K
EWM
228
EPG Wealth Management
Georgia
$33K +$33.8K +600 New
RIM
229
Rockbridge Investment Management
New York
$30K -$31.8K -564 -51%
CWP
230
Concord Wealth Partners
Virginia
$30K +$3.27K +58 +12%
First Manhattan
231
First Manhattan
New York
$30K +$31K +550 New
APA
232
American Portfolios Advisors
New York
$26.2K -$9.3K -165 -26%
IA
233
IFP Advisors
Florida
$26K -$344K -6,100 -93%
GRP
234
Global Retirement Partners
California
$26K -$18.3K -324 -41%
BA
235
Bellwether Advisors
Nebraska
$25K +$12.9K +228 +97%
SPIA
236
Steward Partners Investment Advisory
New York
$24K
SBL
237
Sargent Bickham Lagudis
Colorado
$24K +$113 +2 +0.5%
DAM
238
Delta Asset Management
Tennessee
$22K -$4.23K -75 -16%
HR
239
Howe & Rusling
New York
$22K
SC
240
SouthState Corp
Florida
$22K
FA
241
Financial Advantage
Maryland
$22K +$169 +3 +0.8%
PWM
242
Prentice Wealth Management
New York
$21K +$8.18K +145 +63%
FCMT
243
Founders Capital Management (Texas)
Texas
$19K
LPWM
244
Lake Point Wealth Management
Texas
$18K +$56 +1 +0.3%
MA
245
MCF Advisors
Kentucky
$15K
MIM
246
Macroview Investment Management
Maryland
$14K
AF
247
Affiance Financial
Minnesota
$12K
LWM
248
Liberty Wealth Management
California
$12K
AWA
249
Arkadios Wealth Advisors
Georgia
$10K -$33.8K -600 -76%
LF
250
Lee Financial
Texas
$9K