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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
126
CKW Financial Group
Hawaii
$123K -$42.5K -994 -25%
PCG
127
Private Capital Group
Connecticut
$122K -$899 -21 -0.7%
RA
128
Rational Advisors
New York
$109K -$146K -3,420 -56%
AIA
129
Alera Investment Advisors
Illinois
$78K +$80.6K +1,884 New
WDL
130
Well Done LLC
Michigan
$77K -$240K -5,615 -75%
CC
131
Claybrook Capital
Massachusetts
$77K +$80.3K +1,876 New
FHA
132
Flagship Harbor Advisors
Massachusetts
$75K +$63.1K +1,475 +421%
TFO
133
Tarbox Family Office
California
$72K
MWA
134
Meridian Wealth Advisors
Texas
$61K +$63K +1,473 New
CFA
135
Carroll Financial Associates
North Carolina
$49K +$3.64K +85 +8%
LFG
136
LifePlan Financial Group
Ohio
$48K +$37.8K +882 +316%
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$44.7K -$51.3K -1,199 -53%
AAP
138
Arax Advisory Partners
Colorado
$39K +$10.5K +245 +34%
OC
139
Oakworth Capital
Alabama
$35K
LPWM
140
Lake Point Wealth Management
Texas
$32K +$32.7K +764 New
BWP
141
Baldwin Wealth Partners
Massachusetts
$32K +$33.4K +781 New
MWM
142
Mascoma Wealth Management
New Hampshire
$31K +$27.1K +632 +527%
RPG
143
Risk Paradigm Group
Texas
$30.2K
PG
144
Patten Group
Tennessee
$29K -$7.83K -183 -21%
AWM
145
AllSquare Wealth Management
New York
$29K +$385 +9 +1%
1IA
146
1834 Investment Advisors
Wisconsin
$21K
SC
147
SouthState Corp
Florida
$16K +$16.7K +390 New
FCMT
148
Founders Capital Management (Texas)
Texas
$14K
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.6K
AIP
150
Ameritas Investment Partners
Nebraska
$12K