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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
226
Archvest Wealth Advisors
California
$200K +$206K +4,052 New
WWM
227
Wolff Wiese Magana
California
$200K +$5.7K +112 +3%
SS
228
Sunbelt Securities
Texas
$190K -$1.88K -37 -1%
NL
229
NVWM LLC
Pennsylvania
$185K +$7.13K +140 +4%
ADL
230
Asset Dedication LLC
California
$170K -$33.1K -650 -16%
GRP
231
Global Retirement Partners
California
$168K +$158K +3,112 +882%
PA
232
Parallel Advisors
California
$137K
CWM
233
CarsonAllaria Wealth Management
Illinois
$136K +$1.02K +20 +0.7%
CFGS
234
Concourse Financial Group Securities
Alabama
$123K
RIA
235
Realta Investment Advisors
Delaware
$113K
EWM
236
EPG Wealth Management
Georgia
$101K
SWM
237
Spire Wealth Management
Virginia
$83.6K -$24.2K -475 -22%
CAL
238
Capital Analysts LLC
Pennsylvania
$83K +$611 +12 +0.7%
JFA
239
JNBA Financial Advisors
Minnesota
$82.7K -$32.4K -637 -28%
Fidelity Investments
240
Fidelity Investments
Massachusetts
$68.1K -$3.26K -64 -4%
GWM
241
Geneos Wealth Management
Colorado
$67.1K +$6.82K +134 +11%
CWC
242
Carolinas Wealth Consulting
North Carolina
$66.3K +$764 +15 +1%
HWP
243
Highline Wealth Partners
California
$63.1K -$30.8K -604 -32%
SOS
244
Silver Oak Securities
Tennessee
$62.4K +$64.3K +1,263 New
SWA
245
SOA Wealth Advisors
New York
$55.4K +$255 +5 +0.4%
AAP
246
Arax Advisory Partners
Colorado
$53.9K +$1.94K +38 +4%
BHWM
247
Bay Harbor Wealth Management
Maryland
$51.4K +$866 +17 +2%
CIA
248
Cape Investment Advisory
Georgia
$49.4K
AWM
249
AllSquare Wealth Management
New York
$44.6K
AA
250
Ancora Advisors
Ohio
$44.1K -$3.06K -60 -6%