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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
226
First Horizon Advisors
Tennessee
$37K +$38.9K +772 New
CA
227
CoreCap Advisors
Michigan
$36K +$38K +755 New
RCM
228
Rain Capital Management
Oregon
$35K -$503 -10 -1%
SWM
229
Sugarloaf Wealth Management
Georgia
$35K – – –
APC
230
Aspire Private Capital
North Carolina
$33K +$50 +1 +0.1%
PNC Financial Services Group
231
PNC Financial Services Group
Pennsylvania
$32K – – –
FA
232
Financial Advantage
Maryland
$32K +$151 +3 +0.5%
HWMA
233
Heritage Wealth Management (Arizona)
Arizona
$28.2K – – –
MIM
234
Macroview Investment Management
Maryland
$27K – – –
RIM
235
Rockbridge Investment Management
New York
$26K – – –
EWM
236
Evermay Wealth Management
Virginia
$25K -$573K -11,383 -96%
GWMIA
237
Global Wealth Management Investment Advisory
Florida
$25K – – –
CP
238
Castleview Partners
Texas
$21.4K +$56.6K +1,125 +4,688%
CFD
239
Creative Financial Designs
Indiana
$21K – – –
SBL
240
Sargent Bickham Lagudis
Colorado
$21K +$50 +1 +0.2%
SC
241
SouthState Corp
Florida
$19K – – –
CWM
242
Curi Wealth Management
North Carolina
$19K +$20.1K +400 New
SC
243
Stephens Consulting
Michigan
$17.7K -$5.69K -113 -23%
S
244
SignatureFD
Georgia
$17K +$17.7K +352 New
FCMT
245
Founders Capital Management (Texas)
Texas
$16K – – –
LPWM
246
Lake Point Wealth Management
Texas
$16K +$50 +1 +0.3%
SPIA
247
Steward Partners Investment Advisory
New York
$15K -$6.29K -125 -28%
MA
248
MCF Advisors
Kentucky
$13K – – –
GIA
249
Goodwin Investment Advisory
Georgia
$12.2K -$1.16K -23 -8%
LC
250
Legacy CG
Texas
$12K +$12.9K +257 New