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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
351
CKW Financial Group
Hawaii
$98K +$6.59K +100 +7%
WAU
352
Wellington-Altus USA
Manitoba, Canada
$92.9K -$523K -7,940 -86%
MWM
353
Mascoma Wealth Management
New Hampshire
$85.3K +$7.05K +107 +9%
SIS
354
Strategic Investment Solutions
Illinois
$75.4K +$44K +667 +132%
ACA
355
Aptus Capital Advisors
Alabama
$72.9K +$923 +14 +1%
MPG
356
My Portfolio Guide
California
$67.1K +$68.8K +1,043 New
AI
357
Arvest Investments
Arkansas
$56.8K – – –
GF
358
GGM Financials
Ohio
$55.6K +$29.9K +454 +110%
BHWM
359
Bay Harbor Wealth Management
Maryland
$54.4K +$396 +6 +0.7%
CIAS
360
Capital Investment Advisory Services
North Carolina
$48.3K – – –
PNC Financial Services Group
361
PNC Financial Services Group
Pennsylvania
$42.5K – – –
ATPW
362
Ashton Thomas Private Wealth
Arizona
$42.3K +$43.4K +658 New
OC
363
Oakworth Capital
Alabama
$41.1K – – –
CFP
364
Comprehensive Financial Planning
Pennsylvania
$37.2K – – –
MIA
365
Milestone Investment Advisors
Wisconsin
$35.7K – – –
JFA
366
JNBA Financial Advisors
Minnesota
$33.5K -$1.45K -22 -4%
NEWAS
367
N.E.W. Advisory Services
Wisconsin
$33.5K -$7.38K -112 -18%
GC
368
Gould Capital
Washington
$32.2K -$116K -1,763 -78%
MCA
369
Midwest Capital Advisors
Michigan
$32.2K – – –
TFGT
370
TS Financial Group (TSFG)
Illinois
$31K – – –
DFA
371
DHJJ Financial Advisors
Illinois
$29.6K – – –
AA
372
Ancora Advisors
Ohio
$26.8K – – –
FCMT
373
Founders Capital Management (Texas)
Texas
$26.1K – – –
AWM
374
Abound Wealth Management
Tennessee
$22K +$22.5K +342 New
SEP
375
Signature Equity Partners
Ohio
$21.7K – – –