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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
426
Archer Investment Corporation
Indiana
$14.9K – – –
US Bancorp
427
US Bancorp
Minnesota
$13.9K – – –
APFP
428
Action Point Financial Planning
Michigan
$13.2K +$12.9K +190 New
JWM
429
JPL Wealth Management
Colorado
$12.4K – – –
SA
430
Strategic Advocates
Utah
$11.2K -$136 -2 -1%
CT
431
Clearstead Trust
Maine
$10.8K – – –
LWM
432
Lodestone Wealth Management
Washington
$10.6K +$68 +1 +0.7%
PAG
433
Paladin Advisory Group
Iowa
$10.3K +$477 +7 +5%
APW
434
Acima Private Wealth
Virginia
$9.11K +$8.92K +131 New
AC
435
AlphaCore Capital
California
$8.97K – – –
MWA
436
Medallion Wealth Advisors
Connecticut
$7.09K -$512K -7,519 -99%
BTI
437
Blue Trust Inc
Georgia
$6.95K +$6.81K +100 New
SHIM
438
Stone House Investment Management
Pennsylvania
$6.95K +$6.81K +100 New
HFS
439
Hantz Financial Services
Michigan
$6K -$613 -9 -9%
RF
440
Robinswood Financial
Washington
$4.24K +$4.15K +61 New
SGK
441
Steigerwald Gordon & Koch
Virginia
$4.16K – – –
RDFA
442
Ritter Daniher Financial Advisory
Ohio
$3.96K +$272 +4 +8%
AWM
443
Aberdeen Wealth Management
Illinois
$3.48K +$3.4K +50 New
FDW
444
Fourth Dimension Wealth
Ohio
$3.26K – – –
LAS
445
Lloyd Advisory Services
Georgia
$2.37K +$2.31K +34 New
SVWA
446
Sarver Vrooman Wealth Advisors
Missouri
$2.28K – – –
Russell Investments Group
447
Russell Investments Group
United Kingdom
$2.08K +$2.04K +30 New
SWP
448
Strategic Wealth Partners
Ohio
$2.02K – – –
DWM
449
Darwin Wealth Management
Florida
$1.53K – – –
RF
450
Rossby Financial
Florida
$1.39K -$10.1K -149 -88%