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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
201
CarsonAllaria Wealth Management
Illinois
$112K +$872 +18 +0.7%
RIA
202
Realta Investment Advisors
Delaware
$98K +$106K +2,185 New
LPP
203
Life Planning Partners
Florida
$86.5K
CFGS
204
Concourse Financial Group Securities
Alabama
$83K
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$76K -$135K -2,781 -62%
CAL
206
Capital Analysts LLC
Pennsylvania
$70K +$533 +11 +0.7%
TSWM
207
Tyler-Stone Wealth Management
Ohio
$67K
SOS
208
Silver Oak Securities
Tennessee
$62.4K +$61.2K +1,263 New
CWC
209
Carolinas Wealth Consulting
North Carolina
$62K +$2.37K +49 +4%
SWM
210
Spire Wealth Management
Virginia
$61K -$20.9K -431 -24%
SWA
211
SOA Wealth Advisors
New York
$58K +$291 +6 +0.5%
BHWM
212
Bay Harbor Wealth Management
Maryland
$46K
Qube Research & Technologies (QRT)
213
Qube Research & Technologies (QRT)
United Kingdom
$44K -$202K -4,175 -81%
AAP
214
Arax Advisory Partners
Colorado
$43K -$5.04K -104 -10%
AWM
215
AllSquare Wealth Management
New York
$42K
AA
216
Ancora Advisors
Ohio
$41K
OC
217
Oakworth Capital
Alabama
$38K
SWM
218
Sugarloaf Wealth Management
Georgia
$36K +$2.91K +60 +8%
APC
219
Aspire Private Capital
North Carolina
$35K +$3.92K +81 +12%
RCM
220
Rain Capital Management
Oregon
$33K +$291 +6 +0.8%
GWM
221
Geneos Wealth Management
Colorado
$32K -$519K -10,723 -94%
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$30K
FA
223
Financial Advantage
Maryland
$29K
HWMA
224
Heritage Wealth Management (Arizona)
Arizona
$26K
TFGT
225
TS Financial Group (TSFG)
Illinois
$25K -$14.5K -300 -35%