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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FDW
376
Fourth Dimension Wealth
Ohio
$5.63K -$2.88K -46 -35%
FGAM
377
Financial Gravity Asset Management
Texas
$5.15K +$5K +80 New
SGK
378
Steigerwald Gordon & Koch
Virginia
$4.74K +$4.63K +74 New
CA
379
Crewe Advisors
Utah
$4.7K – – –
SWP
380
Strategic Wealth Partners
Ohio
$3.09K +$3K +48 New
NSIM
381
North Star Investment Management
Illinois
$2.81K +$63 +1 +2%
DAM
382
Delta Asset Management
Tennessee
$2.58K -$3.75K -60 -60%
CHC
383
City Holding Co
West Virginia
$2.25K – – –
SVWA
384
Sarver Vrooman Wealth Advisors
Missouri
$2.13K – – –
MAFA
385
MJT & Associates Financial Advisory
Minnesota
$1.87K – – –
DWM
386
Darwin Wealth Management
Florida
$1.42K – – –
RF
387
Rossby Financial
Florida
$1.29K – – –
WOSD
388
WFA of San Diego
California
$1.29K – – –
GFWA
389
Grey Fox Wealth Advisors
Delaware
$129 +$125 +2 New
MSG
390
Main Street Group
Virginia
$64 – – –
ECA
391
Elevation Capital Advisory
Oregon
– -$6.09M -98,905 Closed
EFG
392
Ethos Financial Group
Pennsylvania
– -$2.63M -42,759 Closed
ACM
393
Avalon Capital Management
California
– -$2.07M -33,568 Closed
RL
394
Retireful LLC
Michigan
– -$1.56M -25,402 Closed
OPWM
395
Oxinas Partners Wealth Management
Indiana
– -$1.12M -18,113 Closed
Millennium Management
396
Millennium Management
New York
– -$502K -8,159 Closed
W
397
Wealthquest
Ohio
– -$306K -4,975 Closed
APWA
398
Atlas Private Wealth Advisors
New Jersey
– -$281K -4,560 Closed
SM
399
Sensible Money
Arizona
– -$252K -4,100 Closed
LWMNY
400
Landmark Wealth Management (New York)
New York
– -$246K -3,993 Closed