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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AW
251
Alaethes Wealth
Nevada
$48K
OC
252
Oakworth Capital
Alabama
$48K
RCM
253
Rain Capital Management
Oregon
$43K +$397 +7 +0.9%
SWM
254
Sugarloaf Wealth Management
Georgia
$41K
APC
255
Aspire Private Capital
North Carolina
$39K +$113 +2 +0.3%
PNC Financial Services Group
256
PNC Financial Services Group
Pennsylvania
$38K -$5.16K -91 -12%
FA
257
Financial Advantage
Maryland
$37K +$15.1K +266 +67%
EWM
258
EPG Wealth Management
Georgia
$34K
RG
259
Retirement Group
California
$34K
BA
260
Bellwether Advisors
Nebraska
$33K +$6.98K +123 +27%
SPIA
261
Steward Partners Investment Advisory
New York
$33K +$7.38K +130 +30%
IA
262
IFP Advisors
Florida
$32K +$2.38K +42 +10%
First Manhattan
263
First Manhattan
New York
$31K
RIM
264
Rockbridge Investment Management
New York
$31K
GWMIA
265
Global Wealth Management Investment Advisory
Florida
$29K -$19.3K -340 -40%
SC
266
Stephens Consulting
Michigan
$27.5K +$27.3K +482 New
HR
267
Howe & Rusling
New York
$27K +$4.82K +85 +22%
SBL
268
Sargent Bickham Lagudis
Colorado
$25K +$227 +4 +0.9%
DAM
269
Delta Asset Management
Tennessee
$23K
EWM
270
Elmwood Wealth Management
California
$23K +$22.5K +397 New
SC
271
SouthState Corp
Florida
$22K
FCMT
272
Founders Capital Management (Texas)
Texas
$19K
LPWM
273
Lake Point Wealth Management
Texas
$19K +$57 +1 +0.3%
GIA
274
Goodwin Investment Advisory
Georgia
$16K -$37.7K -665 -71%
MIM
275
Macroview Investment Management
Maryland
$14K