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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
301
CIBC Private Wealth Group
Georgia
$61.8K -$1.86K -32 -3%
ACA
302
Aptus Capital Advisors
Alabama
$61.4K -$44.4K -763 -42%
AAP
303
Arax Advisory Partners
Colorado
$59K -$1.28K -22 -2%
CIA
304
Cape Investment Advisory
Georgia
$57.6K
T
305
Transce3nd
Texas
$55.6K +$291 +5 +0.5%
AWM
306
AllSquare Wealth Management
New York
$55K +$3.08K +53 +6%
AI
307
Arvest Investments
Arkansas
$50.8K
EWP
308
Elevation Wealth Partners
California
$47.8K +$58 +1 +0.1%
BHWM
309
Bay Harbor Wealth Management
Maryland
$47.4K -$13.6K -233 -22%
EWA
310
EverSource Wealth Advisors
Alabama
$46.2K -$5.01K -86 -10%
JFA
311
JNBA Financial Advisors
Minnesota
$45.3K +$349 +6 +0.8%
CRFG
312
Columbia River Financial Group
Washington
$45K +$46.4K +797 New
OSAM
313
O'Shaughnessy Asset Management
Connecticut
$44.7K +$45.2K +777 New
NRC
314
New Republic Capital
North Carolina
$44.5K +$45K +773 New
OC
315
Oakworth Capital
Alabama
$43.2K
IA
316
IFP Advisors
Florida
$39.6K +$6.93K +119 +21%
SWA
317
SOA Wealth Advisors
New York
$39.1K
CFP
318
Comprehensive Financial Planning
Pennsylvania
$38.7K -$233 -4 -0.6%
NEWAS
319
N.E.W. Advisory Services
Wisconsin
$35.6K +$36K +618 New
EWM
320
EPG Wealth Management
Georgia
$34.5K
CWP
321
Concord Wealth Partners
Virginia
$33.8K
CAWM
322
Capital A Wealth Management
Pennsylvania
$32.7K -$7.45K -128 -18%
MIA
323
Milestone Investment Advisors
Wisconsin
$32K
EWM
324
Evermay Wealth Management
Virginia
$29.6K
MCA
325
Midwest Capital Advisors
Michigan
$28.8K