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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
226
EPG Wealth Management
Georgia
$106K -$51.7K -1,028 -33%
HWP
227
Highline Wealth Partners
California
$96.8K -$12.2K -242 -11%
CAL
228
Capital Analysts LLC
Pennsylvania
$86K -$1.71K -34 -2%
WP
229
WealthPLAN Partners
Nebraska
$76.7K
Fidelity Investments
230
Fidelity Investments
Massachusetts
$74.2K +$50 +1 +0.1%
CWC
231
Carolinas Wealth Consulting
North Carolina
$70.1K +$101 +2 +0.1%
GWM
232
Geneos Wealth Management
Colorado
$63K -$35.4K -703 -36%
SWA
233
SOA Wealth Advisors
New York
$57.4K -$6.64K -132 -11%
AAP
234
Arax Advisory Partners
Colorado
$54.1K +$201 +4 +0.4%
BHWM
235
Bay Harbor Wealth Management
Maryland
$52.6K
CIA
236
Cape Investment Advisory
Georgia
$51.5K
AA
237
Ancora Advisors
Ohio
$49K +$1.86K +37 +4%
HFS
238
Hantz Financial Services
Michigan
$47K +$45.6K +907 New
AWM
239
AllSquare Wealth Management
New York
$45K
CWP
240
Concord Wealth Partners
Virginia
$44.9K +$151 +3 +0.3%
OC
241
Oakworth Capital
Alabama
$43.7K
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$41K -$39.7K -788 -50%
MIA
243
Milestone Investment Advisors
Wisconsin
$40.4K
APC
244
Aspire Private Capital
North Carolina
$40.3K +$101 +2 +0.3%
EWP
245
Elevation Wealth Partners
California
$40K +$151 +3 +0.4%
SWM
246
Sugarloaf Wealth Management
Georgia
$36K
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$34K
RFG
248
RFP Financial Group
Georgia
$33.9K
PWMA
249
Pension & Wealth Management Advisors
Massachusetts
$30.3K +$19.4K +386 +191%
TFGT
250
TS Financial Group (TSFG)
Illinois
$29K