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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
176
SOA Wealth Advisors
New York
$124K +$117K +2,325 New
PCG
177
Private Capital Group
Connecticut
$116K
NFG
178
Next Financial Group
Texas
$110K
ICP
179
Interchange Capital Partners
Pennsylvania
$88K +$85.2K +1,694 New
AAP
180
Arax Advisory Partners
Colorado
$81K +$6.34K +126 +9%
CAL
181
Capital Analysts LLC
Pennsylvania
$77K +$3.17K +63 +4%
Citigroup
182
Citigroup
New York
$67K
TFO
183
Tarbox Family Office
California
$64K -$25.7K -510 -29%
KCM
184
Kathmere Capital Management
Pennsylvania
$62K +$151 +3 +0.3%
GIA
185
Goodwin Investment Advisory
Georgia
$62K +$60.5K +1,203 New
FDCDDQ
186
Federation des caisses Desjardins du Quebec
Quebec, Canada
$60.6K
SWM
187
Sugarloaf Wealth Management
Georgia
$57K +$101 +2 +0.2%
RIM
188
Rockbridge Investment Management
New York
$57K +$28.8K +573 +109%
JWBC
189
John W. Brooker & Co
California
$57K +$35.2K +700 +181%
GWMIA
190
Global Wealth Management Investment Advisory
Florida
$53K -$805 -16 -2%
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$51K
AWM
192
AllSquare Wealth Management
New York
$49K
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
$47K -$50.9K -1,011 -53%
OC
194
Oakworth Capital
Alabama
$45K
TFGT
195
TS Financial Group (TSFG)
Illinois
$45K
SBL
196
Sargent Bickham Lagudis
Colorado
$45K +$151 +3 +0.4%
RG
197
Retirement Group
California
$44K -$5.03K -100 -10%
CAAS
198
Capital Asset Advisory Services
Michigan
$44K +$42.2K +839 New
RCM
199
Rain Capital Management
Oregon
$41K +$151 +3 +0.4%
ASN
200
Advisory Services Network
Georgia
$32K