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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
$150K +$2.21K +49 +2%
PCG
127
Private Capital Group
Connecticut
$131K +$6.62K +147 +5%
GWMIA
128
Global Wealth Management Investment Advisory
Florida
$129K -$126K -2,802 -50%
Arax Advisory Partners
129
Arax Advisory Partners
Colorado
$110K +$107K +2,384 New
FHA
130
Flagship Harbor Advisors
Massachusetts
$83K – – –
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$77.3K +$7.79K +173 +11%
CFD
132
Creative Financial Designs
Indiana
$77K -$15.2K -337 -17%
Capital Analysts LLC
133
Capital Analysts LLC
Pennsylvania
$57K +$11.9K +265 +27%
LFG
134
LifePlan Financial Group
Ohio
$55K +$1.22K +27 +2%
CFA
135
Carroll Financial Associates
North Carolina
$54K – – –
Citigroup
136
Citigroup
New York
$53K +$45 +1 +0.1%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$51K – – –
RFWA
138
RPg Family Wealth Advisory
Massachusetts
$46.3K – – –
AWM
139
AllSquare Wealth Management
New York
$42K +$9.69K +215 +31%
OC
140
Oakworth Capital
Alabama
$39K – – –
BWP
141
Baldwin Wealth Partners
Massachusetts
$36K – – –
TFGT
142
TS Financial Group (TSFG)
Illinois
$36K – – –
MWM
143
Mascoma Wealth Management
New Hampshire
$35K – – –
RCAG
144
Rehmann Capital Advisory Group
Michigan
$30.3K +$90 +2 +0.3%
GSWM
145
Golden State Wealth Management
California
$30K -$39.1K -867 -57%
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$30K – – –
1IA
147
1834 Investment Advisors
Wisconsin
$23K – – –
LPWM
148
Lake Point Wealth Management
Texas
$22K – – –
SouthState Corp
149
SouthState Corp
Florida
$18K +$17.6K +390 New
FCMT
150
Founders Capital Management (Texas)
Texas
$16K – – –