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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPP
226
Life Planning Partners
Florida
$92K
SWA
227
SOA Wealth Advisors
New York
$86K +$2.12K +39 +3%
TSWM
228
Tyler-Stone Wealth Management
Ohio
$81K
TFO
229
Tarbox Family Office
California
$66K
WPWM
230
Western Pacific Wealth Management
Illinois
$64K
BHWM
231
Bay Harbor Wealth Management
Maryland
$55K
AAP
232
Arax Advisory Partners
Colorado
$51K -$16.6K -305 -25%
BA
233
Bellwether Advisors
Nebraska
$51K +$19.9K +366 +62%
AWM
234
AllSquare Wealth Management
New York
$50K
AA
235
Ancora Advisors
Ohio
$49K
AW
236
Alaethes Wealth
Nevada
$46K
OC
237
Oakworth Capital
Alabama
$46K
TFGT
238
TS Financial Group (TSFG)
Illinois
$46K
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$41K -$11.9K -218 -22%
RCM
240
Rain Capital Management
Oregon
$40K
SWM
241
Sugarloaf Wealth Management
Georgia
$39K
APC
242
Aspire Private Capital
North Carolina
$38K +$381 +7 +1%
PNC Financial Services Group
243
PNC Financial Services Group
Pennsylvania
$36K
FA
244
Financial Advantage
Maryland
$35K
RG
245
Retirement Group
California
$32K -$544 -10 -2%
HWMA
246
Heritage Wealth Management (Arizona)
Arizona
$32K +$32K +587 New
First Manhattan
247
First Manhattan
New York
$31K +$1.63K +30 +5%
MIM
248
Macroview Investment Management
Maryland
$30K +$17.1K +314 +127%
RIM
249
Rockbridge Investment Management
New York
$29.4K +$272 +5 +0.9%
GWMIA
250
Global Wealth Management Investment Advisory
Florida
$28K +$163 +3 +0.6%