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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
201
Arkadios Wealth Advisors
Georgia
$31K +$25.2K +500 +500%
SPIA
202
Steward Partners Investment Advisory
New York
$31K +$29.9K +595 New
DAM
203
Delta Asset Management
Tennessee
$27K -$1.26K -25 -5%
APC
204
Aspire Private Capital
North Carolina
$26K +$9.11K +181 +56%
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$26K +$25.5K +507 New
HR
206
Howe & Rusling
New York
$20K
SC
207
SouthState Corp
Florida
$20K
FA
208
Financial Advantage
Maryland
$20K +$19.9K +395 New
MIM
209
Macroview Investment Management
Maryland
$19K -$8.2K -163 -31%
FCMT
210
Founders Capital Management (Texas)
Texas
$18K +$17.1K +339 New
TRCT
211
Tower Research Capital (TRC)
New York
$16K +$15.3K +304 New
AA
212
Ancora Advisors
Ohio
$15K
PWPS
213
Pinnacle Wealth Planning Services
Ohio
$15K +$14.5K +288 New
AIP
214
Ameritas Investment Partners
Nebraska
$14K
MA
215
MCF Advisors
Kentucky
$14K
FWM
216
FSA Wealth Management
Massachusetts
$14K +$13.9K +276 New
AF
217
Affiance Financial
Minnesota
$11K
LWM
218
Liberty Wealth Management
California
$11K
IAIM
219
International Assets Investment Management
Florida
$10K +$9.71K +193 New
LF
220
Lee Financial
Texas
$9K
FWM
221
Focused Wealth Management
New York
$8K +$101 +2 +1%
LAS
222
Lloyd Advisory Services
Georgia
$7K +$1.56K +31 +30%
CWP
223
Concord Wealth Partners
Virginia
$7K +$6.29K +125 New
DWP
224
Destiny Wealth Partners
Florida
$7K +$6.59K +131 New
VNA
225
Valley National Advisers
Pennsylvania
$5K