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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
351
Mascoma Wealth Management
New Hampshire
$85.3K +$7.05K +107 +9%
SIS
352
Strategic Investment Solutions
Illinois
$75.4K +$44K +667 +132%
ACA
353
Aptus Capital Advisors
Alabama
$72.9K +$923 +14 +1%
MPG
354
My Portfolio Guide
California
$67.1K +$68.8K +1,043 New
AI
355
Arvest Investments
Arkansas
$56.8K
GF
356
GGM Financials
Ohio
$55.6K +$29.9K +454 +110%
BHWM
357
Bay Harbor Wealth Management
Maryland
$54.4K +$396 +6 +0.7%
CIAS
358
Capital Investment Advisory Services
North Carolina
$48.3K
PNC Financial Services Group
359
PNC Financial Services Group
Pennsylvania
$42.5K
ATPW
360
Ashton Thomas Private Wealth
Arizona
$42.3K +$43.4K +658 New
OC
361
Oakworth Capital
Alabama
$41.1K
CFP
362
Comprehensive Financial Planning
Pennsylvania
$37.2K
MIA
363
Milestone Investment Advisors
Wisconsin
$35.7K
JFA
364
JNBA Financial Advisors
Minnesota
$33.5K -$1.45K -22 -4%
NEWAS
365
N.E.W. Advisory Services
Wisconsin
$33.5K -$7.38K -112 -18%
GC
366
Gould Capital
Washington
$32.2K -$116K -1,763 -78%
MCA
367
Midwest Capital Advisors
Michigan
$32.2K
TFGT
368
TS Financial Group (TSFG)
Illinois
$31K
DFA
369
DHJJ Financial Advisors
Illinois
$29.6K
AA
370
Ancora Advisors
Ohio
$26.8K
FCMT
371
Founders Capital Management (Texas)
Texas
$26.1K
AWM
372
Abound Wealth Management
Tennessee
$22K +$22.5K +342 New
SEP
373
Signature Equity Partners
Ohio
$21.7K
IA
374
IFG Advisory
Georgia
$19.3K -$2.77M -42,021 -99%
EWM
375
Evermay Wealth Management
Virginia
$19.2K -$14.2K -216 -42%