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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
376
Oakworth Capital
Alabama
$41.5K
NEWAS
377
N.E.W. Advisory Services
Wisconsin
$41.1K +$908 +14 +2%
BHWM
378
Beaird Harris Wealth Management
Texas
$38.6K
CWP
379
Concord Wealth Partners
Virginia
$38.5K +$130 +2 +0.3%
CFP
380
Comprehensive Financial Planning
Pennsylvania
$37.6K -$6.68K -103 -15%
MIA
381
Milestone Investment Advisors
Wisconsin
$36.1K
JFA
382
JNBA Financial Advisors
Minnesota
$35.3K
EWM
383
Evermay Wealth Management
Virginia
$33.4K
SIS
384
Strategic Investment Solutions
Illinois
$32.8K +$32.8K +505 New
MCA
385
Midwest Capital Advisors
Michigan
$32.5K
TFGT
386
TS Financial Group (TSFG)
Illinois
$32K -$324 -5 -1%
DFA
387
DHJJ Financial Advisors
Illinois
$29.9K
AA
388
Ancora Advisors
Ohio
$27K
PTC
389
Private Trust Company
Ohio
$26.7K +$26.7K +411 New
GF
390
GGM Financials
Ohio
$26.7K +$389 +6 +1%
FCMT
391
Founders Capital Management (Texas)
Texas
$26.4K
SEP
392
Signature Equity Partners
Ohio
$21.9K +$21.9K +337 New
VWWMG
393
Vermillion & White Wealth Management Group
Pennsylvania
$19.3K -$649 -10 -3%
NRC
394
New Republic Capital
North Carolina
$17.7K -$69.7K -1,074 -80%
MA
395
MCF Advisors
Kentucky
$17.6K
MI
396
Motiv8 Investments
Florida
$17K +$17.3K +266 New
LWMI
397
Legacy Wealth Management (Idaho)
Idaho
$15.5K +$15.4K +238 New
AIC
398
Archer Investment Corporation
Indiana
$14K
HWP
399
Highline Wealth Partners
California
$13K -$15.8K -244 -55%
US Bancorp
400
US Bancorp
Minnesota
$13K