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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
251
U.S. Capital Wealth Advisors
Texas
$118K +$117K +2,493 New
MCC
252
Money Concepts Capital
Florida
$111K +$111K +2,364 New
RIA
253
Realta Investment Advisors
Delaware
$107K +$4.05K +86 +4%
ASN
254
Advisory Services Network
Georgia
$98.6K +$98.4K +2,091 New
CFGS
255
Concourse Financial Group Securities
Alabama
$87.9K
CAL
256
Capital Analysts LLC
Pennsylvania
$85K +$11.6K +247 +16%
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$80K -$94 -2 -0.1%
CWC
258
Carolinas Wealth Consulting
North Carolina
$64.2K -$1.55K -33 -2%
SWA
259
SOA Wealth Advisors
New York
$58.6K -$3.48K -74 -6%
HWMA
260
Heritage Wealth Management (Arizona)
Arizona
$54.2K +$26.5K +563 +96%
Qube Research & Technologies (QRT)
261
Qube Research & Technologies (QRT)
United Kingdom
$53.8K +$6.96K +148 +15%
AAP
262
Arax Advisory Partners
Colorado
$49.4K +$3.81K +81 +8%
BHWM
263
Bay Harbor Wealth Management
Maryland
$48K
AA
264
Ancora Advisors
Ohio
$43K
AWM
265
AllSquare Wealth Management
New York
$42.6K -$1.32K -28 -3%
CWP
266
Concord Wealth Partners
Virginia
$41K +$40.9K +869 New
OC
267
Oakworth Capital
Alabama
$40.1K
MIA
268
Milestone Investment Advisors
Wisconsin
$36.9K +$36.8K +783 New
APC
269
Aspire Private Capital
North Carolina
$36.9K +$188 +4 +0.5%
RCM
270
Rain Capital Management
Oregon
$35.1K +$47 +1 +0.1%
SWM
271
Sugarloaf Wealth Management
Georgia
$34.1K -$2.82K -60 -8%
GWM
272
Geneos Wealth Management
Colorado
$33.9K
SWM
273
Spire Wealth Management
Virginia
$32K -$32.9K -700 -51%
PNC Financial Services Group
274
PNC Financial Services Group
Pennsylvania
$31.1K
RBC
275
Romano Brothers & Co
Illinois
$30.7K +$30.6K +650 New