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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
251
Macroview Investment Management
Maryland
$28.9K
GWMIA
252
Global Wealth Management Investment Advisory
Florida
$26.6K +$26.1K +518 New
EWM
253
Evermay Wealth Management
Virginia
$26.4K
OP
254
ORG Partners
Indiana
$23.1K +$22.6K +449 New
RCM
255
Rain Capital Management
Oregon
$22.9K -$15.3K -304 -41%
IGWM
256
ICA Group Wealth Management
Colorado
$22.2K +$21.7K +432 New
SC
257
SouthState Corp
Florida
$20.1K
GRP
258
Global Retirement Partners
California
$18.2K +$705 +14 +4%
S
259
SignatureFD
Georgia
$18.1K
IA
260
IFP Advisors
Florida
$18.1K -$12.8K -255 -42%
DAM
261
Delta Asset Management
Tennessee
$17.5K
FCMT
262
Founders Capital Management (Texas)
Texas
$17.4K
MA
263
MCF Advisors
Kentucky
$13.9K
AIC
264
Archer Investment Corporation
Indiana
$11.1K +$10.8K +215 New
RG
265
Retirement Group
California
$10.3K
SWM
266
Sanctuary Wealth Management
Idaho
$10K +$9.81K +195 New
LF
267
Lee Financial
Texas
$8.49K
TRCT
268
Tower Research Capital (TRC)
New York
$8.34K +$1.56K +31 +24%
FWM
269
Focused Wealth Management
New York
$7.76K +$50 +1 +0.7%
IFAM
270
Institutional & Family Asset Management
Colorado
$7.72K
LC
271
Lindbrook Capital
California
$7.72K
SC
272
Stephens Consulting
Michigan
$5.66K
HT
273
Headlands Technologies
Illinois
$4.32K +$4.23K +84 New
Qube Research & Technologies (QRT)
274
Qube Research & Technologies (QRT)
United Kingdom
$3.99K -$199K -3,964 -94%
NCM
275
Northwest Capital Management
Oregon
$2.83K +$2.77K +55 New