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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
426
US Bancorp
Minnesota
$13.9K
APFP
427
Action Point Financial Planning
Michigan
$13.2K +$12.9K +190 New
JWM
428
JPL Wealth Management
Colorado
$12.4K
SA
429
Strategic Advocates
Utah
$11.2K -$136 -2 -1%
CT
430
Clearstead Trust
Maine
$10.8K
LWM
431
Lodestone Wealth Management
Washington
$10.6K +$68 +1 +0.7%
PAG
432
Paladin Advisory Group
Iowa
$10.3K +$477 +7 +5%
APW
433
Acima Private Wealth
Virginia
$9.11K +$8.92K +131 New
AC
434
AlphaCore Capital
California
$8.97K
MWA
435
Medallion Wealth Advisors
Connecticut
$7.09K -$512K -7,519 -99%
BTI
436
Blue Trust Inc
Georgia
$6.95K +$6.81K +100 New
SHIM
437
Stone House Investment Management
Pennsylvania
$6.95K +$6.81K +100 New
HFS
438
Hantz Financial Services
Michigan
$6K -$613 -9 -9%
RF
439
Robinswood Financial
Washington
$4.24K +$4.15K +61 New
SGK
440
Steigerwald Gordon & Koch
Virginia
$4.16K
RDFA
441
Ritter Daniher Financial Advisory
Ohio
$3.96K +$272 +4 +8%
AWM
442
Aberdeen Wealth Management
Illinois
$3.48K +$3.4K +50 New
FDW
443
Fourth Dimension Wealth
Ohio
$3.26K
LAS
444
Lloyd Advisory Services
Georgia
$2.37K +$2.31K +34 New
SVWA
445
Sarver Vrooman Wealth Advisors
Missouri
$2.28K
Russell Investments Group
446
Russell Investments Group
United Kingdom
$2.08K +$2.04K +30 New
SWP
447
Strategic Wealth Partners
Ohio
$2.02K
DWM
448
Darwin Wealth Management
Florida
$1.53K
RF
449
Rossby Financial
Florida
$1.39K -$10.1K -149 -88%
CIAS
450
CBIZ Investment Advisory Services
Ohio
$322