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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NS
301
NBC Securities
Alabama
$23K
GWMIA
302
Global Wealth Management Investment Advisory
Florida
$21.2K -$7.27K -144 -27%
BNP Paribas Financial Markets
303
BNP Paribas Financial Markets
France
$21.1K +$19.6K +389 +4,863%
SC
304
SouthState Corp
Florida
$20.7K
S
305
SignatureFD
Georgia
$18.7K
FCMT
306
Founders Capital Management (Texas)
Texas
$18K
IA
307
IFP Advisors
Florida
$16.8K -$443K -8,782 -97%
VWWMG
308
Vermillion & White Wealth Management Group
Pennsylvania
$16.3K +$15.4K +306 New
FWM
309
FSA Wealth Management
Massachusetts
$16K +$15.1K +299 New
MA
310
MCF Advisors
Kentucky
$14.4K
DAM
311
Delta Asset Management
Tennessee
$14.1K -$1.77K -35 -12%
PWA
312
Provenance Wealth Advisors
Florida
$12.4K
AIC
313
Archer Investment Corporation
Indiana
$11.4K
NP
314
NorthRock Partners
Minnesota
$10.9K +$10.3K +204 New
RG
315
Retirement Group
California
$10.6K
SWM
316
Sanctuary Wealth Management
Idaho
$10.4K
OSAM
317
O'Shaughnessy Asset Management
Connecticut
$9.73K +$9.24K +183 New
LF
318
Lee Financial
Texas
$8.78K
FFA
319
Farther Finance Advisors
California
$8.46K +$6.01K +119 +298%
PCMC
320
Planning Capital Management Corporation
Pennsylvania
$8.33K +$7.93K +157 New
FWM
321
Focused Wealth Management
New York
$8.2K +$101 +2 +1%
IFAM
322
Institutional & Family Asset Management
Colorado
$7.98K
LC
323
Lindbrook Capital
California
$7.98K
CAS
324
Coppell Advisory Solutions
Texas
$7.5K +$5.96K +118 +513%
SC
325
Stephens Consulting
Michigan
$5.85K