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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
251
Concord Wealth Partners
Virginia
$43.5K
OC
252
Oakworth Capital
Alabama
$42.5K
MIA
253
Milestone Investment Advisors
Wisconsin
$39.2K +$49 +1 +0.1%
APC
254
Aspire Private Capital
North Carolina
$39.1K
EWP
255
Elevation Wealth Partners
California
$38.8K +$38.1K +775 New
RCM
256
Rain Capital Management
Oregon
$37.5K +$197 +4 +0.5%
SWM
257
Sugarloaf Wealth Management
Georgia
$35K -$1.13K -23 -3%
PNC Financial Services Group
258
PNC Financial Services Group
Pennsylvania
$33K
RFG
259
RFP Financial Group
Georgia
$33K +$1.57K +32 +5%
MIM
260
Macroview Investment Management
Maryland
$28.1K
TFGT
261
TS Financial Group (TSFG)
Illinois
$28K
EWM
262
Evermay Wealth Management
Virginia
$25.7K
IA
263
IFP Advisors
Florida
$23K -$162K -3,283 -84%
CFD
264
Creative Financial Designs
Indiana
$21.6K
MWC
265
MBM Wealth Consultants
Missouri
$21K
SC
266
SouthState Corp
Florida
$19.5K
S
267
SignatureFD
Georgia
$17.6K
DAM
268
Delta Asset Management
Tennessee
$17K -$984 -20 -6%
FCMT
269
Founders Capital Management (Texas)
Texas
$17K
GRP
270
Global Retirement Partners
California
$16.9K +$6.3K +128 +61%
MA
271
MCF Advisors
Kentucky
$13.6K
PWMA
272
Pension & Wealth Management Advisors
Massachusetts
$10.1K
RG
273
Retirement Group
California
$10K
LF
274
Lee Financial
Texas
$8.26K
FWM
275
Focused Wealth Management
New York
$7.52K