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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
226
Ameritas Investment Partners
Nebraska
$14K
MIM
227
Macroview Investment Management
Maryland
$13K -$5.8K -109 -31%
AF
228
Affiance Financial
Minnesota
$12K
PWM
229
Prentice Wealth Management
New York
$12K +$12.3K +232 New
LWM
230
Liberty Wealth Management
California
$11K
IAIM
231
International Assets Investment Management
Florida
$10K
LF
232
Lee Financial
Texas
$9K
FWM
233
Focused Wealth Management
New York
$8K
DWP
234
Destiny Wealth Partners
Florida
$6K -$532 -10 -8%
JAWM
235
J. Arnold Wealth Management
Ohio
$6K
VNA
236
Valley National Advisers
Pennsylvania
$5K
JWM
237
Janiczek Wealth Management
Colorado
$4K
EWM
238
Elmwood Wealth Management
California
$4K +$3.83K +72 New
PWA
239
Phoenix Wealth Advisors
North Carolina
$3K
VFA
240
Valeo Financial Advisors
Indiana
$3K +$3.35K +63 New
NSIM
241
North Star Investment Management
Illinois
$2K
PFGIA
242
Patriot Financial Group Insurance Agency
Massachusetts
$2K
MA
243
Montag & Associates
Georgia
$2K +$2.34K +44 New
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$1K -$26.3K -494 -97%
ACA
245
Aptus Capital Advisors
Alabama
$1K +$532 +10 New
EFSCE
246
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1.22K +23 New
Qube Research & Technologies (QRT)
247
Qube Research & Technologies (QRT)
United Kingdom
-$3.31M -63,442 Closed
FI
248
FormulaFolio Investments
Michigan
-$1.5M -28,753 Closed
Renaissance Technologies
249
Renaissance Technologies
New York
-$1.21M -23,200 Closed
SS
250
Simplicity Solutions
Minnesota
-$891K -17,065 Closed