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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
201
Ameritas Investment Company
Nebraska
$57.4K +$57K +1,071 New
GWMIA
202
Global Wealth Management Investment Advisory
Florida
$56K +$1.49K +28 +3%
IA
203
IFP Advisors
Florida
$54K -$1.81M -34,030 -97%
HWMA
204
Heritage Wealth Management (Arizona)
Arizona
$52K +$51.9K +975 New
GIA
205
Goodwin Investment Advisory
Georgia
$51K -$13.8K -260 -22%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$51K
AWM
207
AllSquare Wealth Management
New York
$50K
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$49K
TFGT
209
TS Financial Group (TSFG)
Illinois
$46K
OC
210
Oakworth Capital
Alabama
$45K
RCM
211
Rain Capital Management
Oregon
$42K +$692 +13 +2%
APC
212
Aspire Private Capital
North Carolina
$33K +$5.96K +112 +22%
RG
213
Retirement Group
California
$32K -$13.6K -255 -30%
AWA
214
Arkadios Wealth Advisors
Georgia
$32K
DAM
215
Delta Asset Management
Tennessee
$25K -$2.66K -50 -10%
WP
216
WealthShield Partners
North Carolina
$24K +$23.9K +449 New
SPIA
217
Steward Partners Investment Advisory
New York
$23.6K -$8.24K -155 -26%
SBL
218
Sargent Bickham Lagudis
Colorado
$23K -$22.7K -427 -50%
FA
219
Financial Advantage
Maryland
$21K
HR
220
Howe & Rusling
New York
$21K
SC
221
SouthState Corp
Florida
$21K
Bank of Montreal
222
Bank of Montreal
Ontario, Canada
$21K +$20.5K +385 New
FCMT
223
Founders Capital Management (Texas)
Texas
$18K
EP
224
Eudaimonia Partners
Tennessee
$18K +$17.6K +330 New
MA
225
MCF Advisors
Kentucky
$15K