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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAP
126
Arax Advisory Partners
Colorado
$163K +$52.9K +1,158 +49%
CFG
127
CKW Financial Group
Hawaii
$153K +$3.56K +78 +2%
FAAS
128
First Allied Advisory Services
California
$146K +$146K +3,191 New
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$136K +$105K +2,299 +348%
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$135K +$56.8K +1,245 +74%
PWP
131
Personal Wealth Partners
Minnesota
$123K +$121K +2,660 New
PCG
132
Private Capital Group
Connecticut
$115K -$21.4K -468 -16%
GWMIA
133
Global Wealth Management Investment Advisory
Florida
$111K -$17.6K -385 -14%
FHA
134
Flagship Harbor Advisors
Massachusetts
$84K
CFD
135
Creative Financial Designs
Indiana
$77K +$274 +6 +0.4%
SFS
136
Sowell Financial Services
Arkansas
$74K +$73.3K +1,605 New
AIC
137
Ameritas Investment Company
Nebraska
$73K +$71.9K +1,575 New
CAL
138
Capital Analysts LLC
Pennsylvania
$64K +$6.94K +152 +12%
LFG
139
LifePlan Financial Group
Ohio
$55K
Citigroup
140
Citigroup
New York
$55K +$1.92K +42 +4%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$51K
IA
142
IFP Advisors
Florida
$50K +$50.9K +1,114 New
TFGT
143
TS Financial Group (TSFG)
Illinois
$48K +$12.1K +265 +34%
RFWA
144
RPg Family Wealth Advisory
Massachusetts
$46.3K
AWM
145
AllSquare Wealth Management
New York
$43K +$776 +17 +2%
OC
146
Oakworth Capital
Alabama
$39K
GSWM
147
Golden State Wealth Management
California
$30K
SPIA
148
Steward Partners Investment Advisory
New York
$28K +$15.3K +334 +119%
WA
149
WestEnd Advisors
North Carolina
$18.6K +$16K +351 +675%
SC
150
SouthState Corp
Florida
$18K