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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
201
Citigroup
New York
$72K
TFO
202
Tarbox Family Office
California
$69K
RIM
203
Rockbridge Investment Management
New York
$62K
SWM
204
Spire Wealth Management
Virginia
$56K +$55.2K +999 New
HWMA
205
Heritage Wealth Management (Arizona)
Arizona
$55K
AWM
206
AllSquare Wealth Management
New York
$52K
GIA
207
Goodwin Investment Advisory
Georgia
$52K
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$51K
GWMIA
209
Global Wealth Management Investment Advisory
Florida
$49K -$9.11K -165 -16%
OC
210
Oakworth Capital
Alabama
$48K
TFGT
211
TS Financial Group (TSFG)
Illinois
$48K
AW
212
Alaethes Wealth
Nevada
$47K +$46.7K +845 New
RCM
213
Rain Capital Management
Oregon
$45K +$110 +2 +0.3%
GGI
214
Godsey & Gibb Inc
Virginia
$45K +$44.9K +812 New
AWA
215
Arkadios Wealth Advisors
Georgia
$44K +$10.5K +190 +32%
GRP
216
Global Retirement Partners
California
$44K +$43.8K +793 New
SWM
217
Sugarloaf Wealth Management
Georgia
$40K +$38.1K +690 +2,091%
APC
218
Aspire Private Capital
North Carolina
$37K +$2.04K +37 +6%
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$36K -$13.8K -250 -27%
APA
220
American Portfolios Advisors
New York
$35.7K -$983K -17,803 -97%
RG
221
Retirement Group
California
$34K
DAM
222
Delta Asset Management
Tennessee
$27K
CWP
223
Concord Wealth Partners
Virginia
$27K +$27.1K +491 New
SPIA
224
Steward Partners Investment Advisory
New York
$25K
WP
225
WealthShield Partners
North Carolina
$25K