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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
$42.4K -$662 -13 -1%
OC
252
Oakworth Capital
Alabama
$42K – – –
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$40K +$764 +15 +2%
Qube Research & Technologies (QRT)
254
Qube Research & Technologies (QRT)
United Kingdom
$39.1K +$26.8K +526 +198%
APC
255
Aspire Private Capital
North Carolina
$38.9K +$153 +3 +0.4%
DFA
256
DHJJ Financial Advisors
Illinois
$38.1K +$39.3K +772 New
SWM
257
Sugarloaf Wealth Management
Georgia
$34.6K – – –
MIA
258
Milestone Investment Advisors
Wisconsin
$34K -$4.89K -96 -12%
PNC Financial Services Group
259
PNC Financial Services Group
Pennsylvania
$32.6K – – –
RFG
260
RFP Financial Group
Georgia
$32.6K +$51 +1 +0.2%
EWP
261
Elevation Wealth Partners
California
$31.5K -$7.13K -140 -18%
PWMA
262
Pension & Wealth Management Advisors
Massachusetts
$29.2K +$153 +3 +0.5%
TFGT
263
TS Financial Group (TSFG)
Illinois
$28K – – –
MIM
264
Macroview Investment Management
Maryland
$27.8K – – –
GWMIA
265
Global Wealth Management Investment Advisory
Florida
$26.8K +$1.27K +25 +5%
EWM
266
Evermay Wealth Management
Virginia
$25.4K – – –
RCM
267
Rain Capital Management
Oregon
$22.2K +$204 +4 +0.9%
NS
268
NBC Securities
Alabama
$21K +$22K +433 New
SouthState Corp
269
SouthState Corp
Florida
$19.3K – – –
SignatureFD
270
SignatureFD
Georgia
$17.4K – – –
RFA
271
Register Financial Advisors
Georgia
$17.1K +$17.6K +346 New
FCMT
272
Founders Capital Management (Texas)
Texas
$16.8K – – –
DAM
273
Delta Asset Management
Tennessee
$14.8K -$2.04K -40 -12%
MCF Advisors
274
MCF Advisors
Kentucky
$13.4K – – –
TFM
275
TFC Financial Management
Massachusetts
$13.4K +$13.8K +271 New