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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
351
Paladin Advisory Group
Iowa
$8.56K – – –
FDW
352
Fourth Dimension Wealth
Ohio
$8.16K +$58 +1 +0.8%
AlphaCore Capital
353
AlphaCore Capital
California
$7.88K +$7.48K +128 New
SC
354
Stephens Consulting
Michigan
$7.57K – – –
DAM
355
Delta Asset Management
Tennessee
$6.16K – – –
CA
356
Crewe Advisors
Utah
$4.5K +$4.26K +73 New
NSIM
357
North Star Investment Management
Illinois
$2.67K – – –
CHC
358
City Holding Co
West Virginia
$2.15K – – –
SVWA
359
Sarver Vrooman Wealth Advisors
Missouri
$2.03K – – –
BFP
360
Briaud Financial Planning
Texas
$2K +$2.75K +47 New
MAFA
361
MJT & Associates Financial Advisory
Minnesota
$1.79K – – –
DWM
362
Darwin Wealth Management
Florida
$1.35K – – –
RF
363
Rossby Financial
Florida
$1.23K – – –
WOSD
364
WFA of San Diego
California
$1.23K +$1.17K +20 New
BNP Paribas Financial Markets
365
BNP Paribas Financial Markets
France
$1.11K +$876 +15 +500%
CFD
366
Creative Financial Designs
Indiana
$616 -$1.46K -25 -71%
MSG
367
Main Street Group
Virginia
$62 – – –
NC
368
NewSquare Capital
Pennsylvania
$10 – – –
JWBC
369
John W. Brooker & Co
California
– -$1.87M -32,434 Closed
ACP
370
Aveo Capital Partners
Colorado
– -$297K -5,130 Closed
ARC
371
Advisor Resource Council
Texas
– -$265K -4,607 Closed
Northern Trust
372
Northern Trust
Illinois
– -$255K -4,430 Closed
MF
373
Manchester Financial
California
– -$239K -4,146 Closed
SFA
374
Salus Financial Advisors
Colorado
– -$226K -3,934 Closed
LSPW
375
Lake Street Private Wealth
Illinois
– -$211K -3,658 Closed