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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TF
326
Tompkins Financial
New York
$3.88K +$3.69K +73 New
RCM
327
Rain Capital Management
Oregon
$3.51K -$19.3K -383 -85%
AWM
328
Able Wealth Management
New Jersey
$3.31K +$3.13K +62 New
NCM
329
Northwest Capital Management
Oregon
$2.92K – – –
NSIM
330
North Star Investment Management
Illinois
$2.23K +$50 +1 +2%
CFD
331
Creative Financial Designs
Indiana
$1.86K – – –
LFA
332
Level Financial Advisors
New York
$1.32K – – –
CP
333
Castleview Partners
Texas
$1.28K – – –
ME
334
McIlrath & Eck
Washington
$1.24K -$808 -16 -41%
HGERS
335
Householder Group Estate & Retirement Specialist
Arizona
$1K – – –
LIWM
336
Long Island Wealth Management
New York
$1K +$757 +15 New
Tower Research Capital (TRC)
337
Tower Research Capital (TRC)
New York
$745 – – –
Aptus Capital Advisors
338
Aptus Capital Advisors
Alabama
$532 -$202 -4 -29%
GWANC
339
Guardian Wealth Advisors (North Carolina)
North Carolina
$266 – – –
MSG
340
Main Street Group
Virginia
$53 +$50 +1 New
Legacy Financial Group (Iowa)
341
Legacy Financial Group (Iowa)
Iowa
– -$1.45M -29,427 Closed
FAIM
342
Financial Advocates Investment Management
Washington
– -$1.7M -13,809 Closed
KV
343
Kickstand Ventures
New York
– -$557K -11,273 Closed
JAWM
344
J. Arnold Wealth Management
Ohio
– -$467K -9,441 Closed
FC
345
FCA Corp
Texas
– -$295K -5,969 Closed
HM Payson & Co
346
HM Payson & Co
Maine
– -$240K -4,855 Closed
RIA
347
Realta Investment Advisors
Delaware
– -$113K -2,192 Closed
SOS
348
Silver Oak Securities
Tennessee
– -$62.4K -1,263 Closed
RFA
349
Register Financial Advisors
Georgia
– -$17.1K -346 Closed
TFM
350
TFC Financial Management
Massachusetts
– -$13.4K -271 Closed