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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
376
IFG Advisory
Georgia
$19.3K -$2.77M -42,021 -99%
EWM
377
Evermay Wealth Management
Virginia
$19.2K -$14.2K -216 -42%
NRC
378
New Republic Capital
North Carolina
$17.5K – – –
MA
379
MCF Advisors
Kentucky
$17.4K – – –
LWMI
380
Legacy Wealth Management (Idaho)
Idaho
$16.3K +$989 +15 +6%
PWPS
381
Pinnacle Wealth Planning Services
Ohio
$15.4K -$302K -4,584 -95%
AIC
382
Archer Investment Corporation
Indiana
$13.8K – – –
HWP
383
Highline Wealth Partners
California
$13.6K +$791 +12 +6%
US Bancorp
384
US Bancorp
Minnesota
$12.9K – – –
JWM
385
JPL Wealth Management
Colorado
$11.5K +$11.8K +179 New
CAM
386
Clarity Asset Management
Iowa
$11.1K +$11.3K +172 New
RF
387
Rossby Financial
Florida
$10.9K +$9.82K +149 +745%
SA
388
Strategic Advocates
Utah
$10.5K -$488K -7,408 -98%
CT
389
Clearstead Trust
Maine
$9.97K +$10.2K +155 New
LWM
390
Lodestone Wealth Management
Washington
$9.8K -$198 -3 -2%
PAG
391
Paladin Advisory Group
Iowa
$9.07K +$66 +1 +0.7%
AC
392
AlphaCore Capital
California
$8.3K – – –
ME
393
McIlrath & Eck
Washington
$6.65K +$6.79K +103 New
HFS
394
Hantz Financial Services
Michigan
$6K +$6.26K +95 New
OA
395
Operose Advisors
Wisconsin
$5.92K +$6.07K +92 New
KCM
396
Key Capital Management
Tennessee
$3.99K +$4.09K +62 New
SG
397
Sankala Group
Colorado
$3.94K – – –
SGK
398
Steigerwald Gordon & Koch
Virginia
$3.85K – – –
RDFA
399
Ritter Daniher Financial Advisory
Ohio
$3.4K – – –
FDW
400
Fourth Dimension Wealth
Ohio
$3.01K -$1.71K -26 -36%