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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIA
301
Milestone Investment Advisors
Wisconsin
$32.9K
HGA
302
Hobbs Group Advisors
South Carolina
$32.3K +$31.2K +545 New
EWM
303
Evermay Wealth Management
Virginia
$30.4K
MIM
304
Macroview Investment Management
Maryland
$29.1K +$229 +4 +0.8%
TFGT
305
TS Financial Group (TSFG)
Illinois
$29K
AA
306
Ancora Advisors
Ohio
$24.6K -$27.5K -480 -54%
SC
307
SouthState Corp
Florida
$23.1K
FCMT
308
Founders Capital Management (Texas)
Texas
$22K +$1.83K +32 +9%
S
309
SignatureFD
Georgia
$20.9K
VWWMG
310
Vermillion & White Wealth Management Group
Pennsylvania
$18.2K
FWM
311
FSA Wealth Management
Massachusetts
$18K +$17.4K +304 New
MA
312
MCF Advisors
Kentucky
$16.1K
HFS
313
Hantz Financial Services
Michigan
$14K -$37.1K -647 -73%
ACA
314
American Capital Advisory
Idaho
$13.9K -$83K -1,447 -86%
FFA
315
Farther Finance Advisors
California
$13.8K +$7.4K +129 +123%
PWA
316
Provenance Wealth Advisors
Florida
$13.8K
OC
317
Oarsman Capital
Wisconsin
$13.7K +$13.3K +232 New
AIC
318
Archer Investment Corporation
Indiana
$12.7K
US Bancorp
319
US Bancorp
Minnesota
$11.8K
SWM
320
Sanctuary Wealth Management
Idaho
$11.6K
ME
321
McIlrath & Eck
Washington
$11.3K +$4.7K +82 +76%
GSEP
322
Golden State Equity Partners
California
$10.6K +$10.3K +179 New
DAM
323
Delta Asset Management
Tennessee
$10.1K -$4.01K -70 -29%
LC
324
Lindbrook Capital
California
$8.89K
PAG
325
Paladin Advisory Group
Iowa
$8.18K +$7.91K +138 New