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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCM
326
Rain Capital Management
Oregon
$3.67K -$55 -1 -1%
NSIM
327
North Star Investment Management
Illinois
$2.37K
CFD
328
Creative Financial Designs
Indiana
$1.97K
CHC
329
City Holding Co
West Virginia
$1.97K +$1.94K +35 New
EWA
330
EverSource Wealth Advisors
Alabama
$1.71K +$663 +12 +67%
RDIA
331
RE Dickinson Investment Advisors
Iowa
$1.58K
CP
332
Castleview Partners
Texas
$1.35K
CAS
333
Coppell Advisory Solutions
Texas
$1.29K +$1.27K +23 New
WOSD
334
WFA of San Diego
California
$1.13K +$1.1K +20 New
HGERS
335
Householder Group Estate & Retirement Specialist
Arizona
$1K
OWA
336
Opal Wealth Advisors
New York
$789 +$774 +14 New
TRCT
337
Tower Research Capital (TRC)
New York
$788 -$17.4K -314 -96%
HFS
338
Horizon Financial Services
North Carolina
$620
CIAS
339
CBIZ Investment Advisory Services
Ohio
$225
MSG
340
Main Street Group
Virginia
$56
FFN
341
Focus Financial Network
Minnesota
-$3.19M -59,710 Closed
Goldman Sachs
342
Goldman Sachs
New York
-$1.04M -18,649 Closed
LNC
343
Lincoln National Corp
Pennsylvania
-$802K -14,410 Closed
KWA
344
Kingswood Wealth Advisors
California
-$640K -11,500 Closed
MWM
345
Mission Wealth Management
California
-$633K -11,369 Closed
MML Investors Services
346
MML Investors Services
Massachusetts
-$471K -8,453 Closed
RBFC
347
Roman Butler Fullerton & Co
Missouri
-$386K -7,190 Closed
HF
348
HRT Financial
New York
-$294K -5,298 Closed
BI
349
Berkeley Inc
Idaho
-$258K -4,629 Closed
VFP
350
Verus Financial Partners
Virginia
-$249K -4,476 Closed