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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
401
US Bancorp
Minnesota
$13K – – –
LWM
402
Lodestone Wealth Management
Washington
$10.1K +$10.1K +155 New
PAG
403
Paladin Advisory Group
Iowa
$9.1K +$65 +1 +0.7%
AC
404
AlphaCore Capital
California
$8.39K – – –
SC
405
Stephens Consulting
Michigan
$8K – – –
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$5.46K +$5.45K +84 New
FGAM
407
Financial Gravity Asset Management
Texas
$5.2K – – –
S
408
SignatureFD
Georgia
$4.88K -$22.8K -352 -82%
FDW
409
Fourth Dimension Wealth
Ohio
$4.78K -$908 -14 -16%
CA
410
Crewe Advisors
Utah
$4.75K – – –
SG
411
Sankala Group
Colorado
$4.18K +$4.02K +62 New
SGK
412
Steigerwald Gordon & Koch
Virginia
$3.89K -$908 -14 -19%
RDFA
413
Ritter Daniher Financial Advisory
Ohio
$3.43K +$3.44K +53 New
NSIM
414
North Star Investment Management
Illinois
$2.88K – – –
CHC
415
City Holding Co
West Virginia
$2.27K – – –
BNP Paribas Financial Markets
416
BNP Paribas Financial Markets
France
$2.27K +$2.27K +35 New
LAS
417
Lloyd Advisory Services
Georgia
$2.2K +$2.21K +34 New
SVWA
418
Sarver Vrooman Wealth Advisors
Missouri
$2.15K – – –
MAFA
419
MJT & Associates Financial Advisory
Minnesota
$1.89K – – –
SWP
420
Strategic Wealth Partners
Ohio
$1.89K -$1.23K -19 -40%
DWM
421
Darwin Wealth Management
Florida
$1.43K – – –
DAM
422
Delta Asset Management
Tennessee
$1.3K -$1.3K -20 -50%
RF
423
Rossby Financial
Florida
$1.3K – – –
WOSD
424
WFA of San Diego
California
$1.3K – – –
NL
425
Navalign LLC
California
$1.17K +$1.17K +18 New