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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWP
276
Highline Wealth Partners
California
$55.7K -$11.7K -231 -18%
BHWM
277
Bay Harbor Wealth Management
Maryland
$55.3K
AA
278
Ancora Advisors
Ohio
$53.4K +$5.65K +112 +13%
CIA
279
Cape Investment Advisory
Georgia
$53.2K
AWM
280
AllSquare Wealth Management
New York
$48K
AI
281
Arvest Investments
Arkansas
$47K +$44.6K +883 New
CWP
282
Concord Wealth Partners
Virginia
$46.1K +$404 +8 +0.9%
JFA
283
JNBA Financial Advisors
Minnesota
$45.5K -$41.3K -818 -49%
OC
284
Oakworth Capital
Alabama
$45.2K
APC
285
Aspire Private Capital
North Carolina
$42.3K +$353 +7 +0.9%
PWMA
286
Pension & Wealth Management Advisors
Massachusetts
$39.5K +$7.62K +151 +26%
DFA
287
DHJJ Financial Advisors
Illinois
$39.4K -$1.61K -32 -4%
TCG
288
Transcendent Capital Group
Oklahoma
$38.5K +$36.5K +723 New
SWM
289
Sugarloaf Wealth Management
Georgia
$37.2K
MIA
290
Milestone Investment Advisors
Wisconsin
$36K -$606 -12 -2%
RFG
291
RFP Financial Group
Georgia
$35.1K
PNC Financial Services Group
292
PNC Financial Services Group
Pennsylvania
$35.1K
EWP
293
Elevation Wealth Partners
California
$31.5K
MIM
294
Macroview Investment Management
Maryland
$30.3K +$404 +8 +1%
TFGT
295
TS Financial Group (TSFG)
Illinois
$30K
RIM
296
Rockbridge Investment Management
New York
$28.8K +$27.4K +542 New
BFS
297
Burkett Financial Services
South Carolina
$28.6K +$27.1K +537 New
EWM
298
Evermay Wealth Management
Virginia
$27.3K
OP
299
ORG Partners
Indiana
$23.9K +$22.7K +449 New
IGWM
300
ICA Group Wealth Management
Colorado
$23K +$21.8K +432 New