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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
401
Lodestone Wealth Management
Washington
$10.1K +$10.1K +155 New
PAG
402
Paladin Advisory Group
Iowa
$9.1K +$65 +1 +0.7%
AC
403
AlphaCore Capital
California
$8.39K
SC
404
Stephens Consulting
Michigan
$8K
MPWT
405
MassMutual Private Wealth & Trust
Connecticut
$5.46K +$5.45K +84 New
FGAM
406
Financial Gravity Asset Management
Texas
$5.2K
S
407
SignatureFD
Georgia
$4.88K -$22.8K -352 -82%
FDW
408
Fourth Dimension Wealth
Ohio
$4.78K -$908 -14 -16%
CA
409
Crewe Advisors
Utah
$4.75K
SG
410
Sankala Group
Colorado
$4.18K +$4.02K +62 New
SGK
411
Steigerwald Gordon & Koch
Virginia
$3.89K -$908 -14 -19%
RDFA
412
Ritter Daniher Financial Advisory
Ohio
$3.43K +$3.44K +53 New
NSIM
413
North Star Investment Management
Illinois
$2.88K
CHC
414
City Holding Co
West Virginia
$2.27K
BNP Paribas Financial Markets
415
BNP Paribas Financial Markets
France
$2.27K +$2.27K +35 New
LAS
416
Lloyd Advisory Services
Georgia
$2.2K +$2.21K +34 New
SVWA
417
Sarver Vrooman Wealth Advisors
Missouri
$2.15K
MAFA
418
MJT & Associates Financial Advisory
Minnesota
$1.89K
SWP
419
Strategic Wealth Partners
Ohio
$1.89K -$1.23K -19 -40%
DWM
420
Darwin Wealth Management
Florida
$1.43K
DAM
421
Delta Asset Management
Tennessee
$1.3K -$1.3K -20 -50%
RF
422
Rossby Financial
Florida
$1.3K
WOSD
423
WFA of San Diego
California
$1.3K
NL
424
Navalign LLC
California
$1.17K +$1.17K +18 New
CFD
425
Creative Financial Designs
Indiana
$650 -$5.52K -85 -89%