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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
226
Belpointe Asset Management
Nevada
$157K -$471K -8,295 -75%
CWP
227
Concord Wealth Partners
Virginia
$153K +$121K +2,139 +390%
AWA
228
Aquire Wealth Advisors
Utah
$152K +$151K +2,670 New
CA
229
CoreCap Advisors
Michigan
$150K +$149K +2,624 New
CWM
230
CarsonAllaria Wealth Management
Illinois
$140K +$139K +2,458 New
CAL
231
Capital Analysts LLC
Pennsylvania
$138K +$851 +15 +0.6%
DWP
232
Destiny Wealth Partners
Florida
$136K +$129K +2,278 +2,149%
PCG
233
Private Capital Group
Connecticut
$120K
NFG
234
Next Financial Group
Texas
$116K +$2.04K +36 +2%
CWC
235
Carolinas Wealth Consulting
North Carolina
$115K +$10.7K +189 +10%
Koshinski Asset Management
236
Koshinski Asset Management
Illinois
$109K
CFGS
237
Concourse Financial Group Securities
Alabama
$106K -$57.9K -1,021 -35%
LPP
238
Life Planning Partners
Florida
$97K +$96.5K +1,701 New
SWA
239
SOA Wealth Advisors
New York
$89K +$170 +3 +0.2%
TSWM
240
Tyler-Stone Wealth Management
Ohio
$86K +$85.1K +1,500 New
BNP Paribas Financial Markets
241
BNP Paribas Financial Markets
France
$77.8K +$77.3K +1,363 New
AAP
242
Arax Advisory Partners
Colorado
$71K -$5.84K -103 -8%
TFO
243
Tarbox Family Office
California
$70K
WPWM
244
Western Pacific Wealth Management
Illinois
$68K +$68.1K +1,200 New
APA
245
American Portfolios Advisors
New York
$57K +$29.8K +525 +111%
BHWM
246
Bay Harbor Wealth Management
Maryland
$56K -$4.37K -77 -7%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$56K +$55.8K +983 New
AWM
248
AllSquare Wealth Management
New York
$53K
AA
249
Ancora Advisors
Ohio
$52K -$272K -4,799 -84%
TFGT
250
TS Financial Group (TSFG)
Illinois
$49K