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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
251
Focused Wealth Management
New York
$8K +$56 +1 +0.7%
VNA
252
Valley National Advisers
Pennsylvania
$6K
DWP
253
Destiny Wealth Partners
Florida
$6K +$5.98K +106 New
CCM
254
Cribstone Capital Management
Maine
$5K +$4.91K +87 New
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$4K -$4.06K -72 -48%
JWM
256
Janiczek Wealth Management
Colorado
$4K
PWA
257
Phoenix Wealth Advisors
North Carolina
$3K
MA
258
Montag & Associates
Georgia
$2K
PFGIA
259
Patriot Financial Group Insurance Agency
Massachusetts
$2K
NSIM
260
North Star Investment Management
Illinois
$2K +$56 +1 +3%
ACA
261
Aptus Capital Advisors
Alabama
$1K
PA
262
PSI Advisors
Florida
$1K +$1.52K +27 New
AWA
263
ARQ Wealth Advisors
Arizona
-$10.7M -191,780 Closed
Citadel Advisors
264
Citadel Advisors
Florida
-$2.43M -43,359 Closed
HPC
265
Hobart Private Capital
North Carolina
-$1.5M -26,796 Closed
IWM
266
IHT Wealth Management
Illinois
-$339K -6,053 Closed
FC
267
FCA Corp
Texas
-$327K -5,843 Closed
AC
268
Alexandria Capital
Virginia
-$301K -5,382 Closed
Creative Planning
269
Creative Planning
Kansas
-$101K -1,800 Closed
TI
270
tru Independence
Oregon
-$91K -1,630 Closed
Deutsche Bank
271
Deutsche Bank
Germany
-$76K -1,363 Closed
Citigroup
272
Citigroup
New York
-$72K -1,286 Closed
WP
273
WealthShield Partners
North Carolina
-$25K -449 Closed
SB
274
Strategic Blueprint
Georgia
-$24K -435 Closed
ASN
275
Advisory Services Network
Georgia
-$17K -307 Closed