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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
251
Stephens Consulting
Michigan
$26K
HR
252
Howe & Rusling
New York
$26K
SPIA
253
Steward Partners Investment Advisory
New York
$24K -$7.08K -130 -23%
SBL
254
Sargent Bickham Lagudis
Colorado
$24K
CFD
255
Creative Financial Designs
Indiana
$23K +$21.1K +387 +860%
SC
256
SouthState Corp
Florida
$21K
FCMT
257
Founders Capital Management (Texas)
Texas
$19K
LPWM
258
Lake Point Wealth Management
Texas
$18K
MA
259
MCF Advisors
Kentucky
$15K +$14.8K +271 New
GIA
260
Goodwin Investment Advisory
Georgia
$14K
Northwestern Mutual Wealth Management
261
Northwestern Mutual Wealth Management
Wisconsin
$11K +$7.46K +137 +173%
BNP Paribas Financial Markets
262
BNP Paribas Financial Markets
France
$9.06K -$65.1K -1,195 -88%
LF
263
Lee Financial
Texas
$9K
GRP
264
Global Retirement Partners
California
$9K +$9.64K +177 New
FWM
265
Focused Wealth Management
New York
$8K
IFAM
266
Institutional & Family Asset Management
Colorado
$8K +$8.17K +150 New
CCM
267
Cribstone Capital Management
Maine
$6K +$653 +12 +13%
VNA
268
Valley National Advisers
Pennsylvania
$5K
RFWA
269
RPg Family Wealth Advisory
Massachusetts
$4.53K +$4.57K +84 New
LAS
270
Lloyd Advisory Services
Georgia
$2K -$8.44K -155 -83%
TRCT
271
Tower Research Capital (TRC)
New York
$2K -$54 -1 -3%
NSIM
272
North Star Investment Management
Illinois
$2K
PFGIA
273
Patriot Financial Group Insurance Agency
Massachusetts
$2K
MA
274
Montag & Associates
Georgia
$2K +$54 +1 +2%
ACA
275
Aptus Capital Advisors
Alabama
$1K