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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NL
226
NVWM LLC
Pennsylvania
$168K -$4.53K -92 -3%
TF
227
TimeScale Financial
Massachusetts
$164K -$1.57K -32 -1%
EWM
228
EPG Wealth Management
Georgia
$154K +$152K +3,082 New
PA
229
Parallel Advisors
California
$140K
CWM
230
CarsonAllaria Wealth Management
Illinois
$126K
JFA
231
JNBA Financial Advisors
Minnesota
$126K -$16.6K -338 -12%
ASN
232
Advisory Services Network
Georgia
$117K +$11.9K +241 +12%
HWP
233
Highline Wealth Partners
California
$106K -$207K -4,202 -66%
GWM
234
Geneos Wealth Management
Colorado
$96.5K +$59.5K +1,209 +168%
BA
235
Bellwether Advisors
Nebraska
$95.7K -$193K -3,924 -67%
SWM
236
Spire Wealth Management
Virginia
$94.8K +$60.2K +1,223 +182%
CFGS
237
Concourse Financial Group Securities
Alabama
$93.2K
CAL
238
Capital Analysts LLC
Pennsylvania
$85K -$5.17K -105 -6%
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$79K -$6.05K -123 -7%
BAM
240
Belpointe Asset Management
Nevada
$76K -$71.8K -1,459 -49%
WP
241
WealthPLAN Partners
Nebraska
$74.6K +$73.4K +1,491 New
Fidelity Investments
242
Fidelity Investments
Massachusetts
$72.1K -$187K -3,808 -73%
CWC
243
Carolinas Wealth Consulting
North Carolina
$68.1K
NA
244
NewEdge Advisors
Louisiana
$65.6K -$11.1K -225 -15%
SWA
245
SOA Wealth Advisors
New York
$62.4K +$246 +5 +0.4%
AAP
246
Arax Advisory Partners
Colorado
$52.4K
BHWM
247
Bay Harbor Wealth Management
Maryland
$51.2K
CIA
248
Cape Investment Advisory
Georgia
$50K +$49.2K +1,000 New
AA
249
Ancora Advisors
Ohio
$45.8K
AWM
250
AllSquare Wealth Management
New York
$45.2K