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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
251
Phoenix Wealth Advisors
North Carolina
$3K
MA
252
Montag & Associates
Georgia
$2K
NSIM
253
North Star Investment Management
Illinois
$2K
PFGIA
254
Patriot Financial Group Insurance Agency
Massachusetts
$2K
EFSCE
255
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$884 +16 +70%
ACA
256
Aptus Capital Advisors
Alabama
$1K
S
257
SignatureFD
Georgia
$1K +$884 +16 New
CP
258
Castleview Partners
Texas
$1K +$1.33K +24 New
MSA
259
Marino Stram & Associates
Massachusetts
-$4.01M -74,852 Closed
LHC
260
Little House Capital
Massachusetts
-$2.7M -50,397 Closed
RBFC
261
Roman Butler Fullerton & Co
Missouri
-$631K -11,490 Closed
GVAG
262
Great Valley Advisor Group
Delaware
-$585K -10,926 Closed
CAG
263
Compass Advisory Group
New York
-$506K -9,440 Closed
BWM
264
Bulltick Wealth Management
Florida
-$414K -7,722 Closed
Susquehanna International Group
265
Susquehanna International Group
Pennsylvania
-$319K -5,953 Closed
RA
266
RFG Advisory
Alabama
-$308K -5,757 Closed
OPS
267
Orion Portfolio Solutions
Nebraska
-$251K -4,684 Closed
CSIA
268
Charles Schwab Investment Advisory
California
-$250K -4,662 Closed
OIA
269
OneDigital Investment Advisors
Kansas
-$240K -4,485 Closed
Brown Advisory
270
Brown Advisory
Maryland
-$230K -4,300 Closed
IA
271
IFG Advisory
Georgia
-$207K -3,873 Closed
SFS
272
Sowell Financial Services
Arkansas
-$92K -1,661 Closed
EP
273
Eudaimonia Partners
Tennessee
-$18K -330 Closed
IAIM
274
International Assets Investment Management
Florida
-$10K -193 Closed
DWP
275
Destiny Wealth Partners
Florida
-$6K -121 Closed