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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RG
251
Retirement Group
California
$10K -$19.6K -390 -66%
GRP
252
Global Retirement Partners
California
$9K +$554 +11 +6%
CI
253
CX Institutional
Indiana
$9K +$9.86K +196 New
LF
254
Lee Financial
Texas
$8K
IFAM
255
Institutional & Family Asset Management
Colorado
$7K
FWM
256
Focused Wealth Management
New York
$7K +$50 +1 +0.7%
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$5K -$5.18K -103 -48%
VNA
258
Valley National Advisers
Pennsylvania
$5K
DWP
259
Destiny Wealth Partners
Florida
$4K -$166K -3,303 -98%
Citigroup
260
Citigroup
New York
$3K +$3.37K +67 New
MA
261
Montag & Associates
Georgia
$2K
NSIM
262
North Star Investment Management
Illinois
$2K
BWS
263
BCR Wealth Strategies
Alabama
$1K
PFGIA
264
Patriot Financial Group Insurance Agency
Massachusetts
$1K
PA
265
PSI Advisors
Florida
$1K
TRCT
266
Tower Research Capital (TRC)
New York
$1K
BNP Paribas Financial Markets
267
BNP Paribas Financial Markets
France
$96 -$8.36K -166 -99%
IPW
268
IronBridge Private Wealth
Texas
-$5.08M -94,143 Closed
MFS
269
Madrona Financial Services
Washington
-$687K -12,911 Closed
SFG
270
Snider Financial Group
Washington
-$532K -9,858 Closed
FAIM
271
Financial Advocates Investment Management
Washington
-$825K -9,178 Closed
IA
272
IFG Advisory
Georgia
-$389K -7,212 Closed
PFS
273
Prospera Financial Services
Texas
-$372K -6,893 Closed
RCAG
274
Rehmann Capital Advisory Group
Michigan
-$341K -6,311 Closed
BJL
275
Brighton Jones LLC
Washington
-$336K -6,230 Closed