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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
276
Provenance Wealth Advisors
Florida
$11.5K +$11.9K +233 New
AIC
277
Archer Investment Corporation
Indiana
$10.6K – – –
RG
278
Retirement Group
California
$9.88K – – –
SWM
279
Sanctuary Wealth Management
Idaho
$9.63K – – –
LF
280
Lee Financial
Texas
$8.15K – – –
FWM
281
Focused Wealth Management
New York
$7.51K +$51 +1 +0.7%
IFAM
282
Institutional & Family Asset Management
Colorado
$7.41K – – –
LC
283
Lindbrook Capital
California
$7.41K – – –
SC
284
Stephens Consulting
Michigan
$5.44K – – –
GM
285
GeoWealth Management
Illinois
$5K +$4.84K +95 New
NCM
286
Northwest Capital Management
Oregon
$2.72K – – –
NSIM
287
North Star Investment Management
Illinois
$2.04K – – –
Farther Finance Advisors
288
Farther Finance Advisors
California
$1.98K – – –
ME
289
McIlrath & Eck
Washington
$1.93K -$407 -8 -17%
CFD
290
Creative Financial Designs
Indiana
$1.73K – – –
LFA
291
Level Financial Advisors
New York
$1.22K – – –
CP
292
Castleview Partners
Texas
$1.19K – – –
HGERS
293
Householder Group Estate & Retirement Specialist
Arizona
$1.14K +$1.17K +23 New
CAS
294
Coppell Advisory Solutions
Texas
$1.08K – – –
Tower Research Capital (TRC)
295
Tower Research Capital (TRC)
New York
$692 -$7.54K -148 -91%
Aptus Capital Advisors
296
Aptus Capital Advisors
Alabama
$692 -$356 -7 -33%
BNP Paribas Financial Markets
297
BNP Paribas Financial Markets
France
$395 +$204 +4 +100%
RDFA
298
Ritter Daniher Financial Advisory
Ohio
$248 – – –
GWANC
299
Guardian Wealth Advisors (North Carolina)
North Carolina
$247 – – –
BlueCrest Capital Management
300
BlueCrest Capital Management
Jersey
– -$7.43M -144,444 Closed