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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
301
Tower Research Capital (TRC)
New York
$7K +$5.5K +117 +377%
SPIA
302
Steward Partners Investment Advisory
New York
$6.37K -$8.47K -180 -57%
SC
303
Stephens Consulting
Michigan
$5.19K
TFA
304
Transamerica Financial Advisors
Florida
$3K +$2.4K +51 New
LFG
305
Larson Financial Group
Missouri
$2.59K +$2.59K +55 New
CHC
306
City Holding Co
West Virginia
$2.59K
Citigroup
307
Citigroup
New York
$2.17K +$2.16K +46 New
NSIM
308
North Star Investment Management
Illinois
$1.93K +$47 +1 +3%
RDFA
309
Ritter Daniher Financial Advisory
Ohio
$1.42K +$1.41K +30 New
CP
310
Castleview Partners
Texas
$1.13K
CAS
311
Coppell Advisory Solutions
Texas
$1.08K +$1.08K +23 New
CASC
312
Coppell Advisory Solutions Corp
Texas
$1.08K +$1.08K +23 New
DWP
313
Destiny Wealth Partners
Florida
$1.04K
LFA
314
Level Financial Advisors
New York
$1K
PAG
315
Private Advisor Group
New Jersey
$972 -$311K -6,607 -24%
HCP
316
Hexagon Capital Partners
Arkansas
$568 +$141 +3 +33%
ACA
317
Aptus Capital Advisors
Alabama
$472
GWANC
318
Guardian Wealth Advisors (North Carolina)
North Carolina
$236
MA
319
Montag & Associates
Georgia
$28 -$2.07K -44 -98%
HHGA
320
Halbert Hargrove Global Advisors
California
-$52.5M -1,172,447 Closed
SW
321
SlateStone Wealth
Florida
-$660K -14,733 Closed
SA
322
Shilanski & Associates
Alaska
-$645K -14,401 Closed
OWM
323
OneAscent Wealth Management
Alabama
-$438K -9,789 Closed
AWA
324
Archvest Wealth Advisors
California
-$251K -5,605 Closed
T
325
TCWP
Ohio
-$211K -4,726 Closed