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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWS
251
BCR Wealth Strategies
Alabama
$1K – – –
PA
252
PSI Advisors
Florida
$1K – – –
TRCT
253
Tower Research Capital (TRC)
New York
$1K – – –
LFA
254
Level Financial Advisors
New York
$1K +$291 +6 +60%
HGERS
255
Householder Group Estate & Retirement Specialist
Arizona
$1K +$1.11K +23 New
PA
256
Paragon Advisors
Texas
– -$5.09M -106,095 Closed
CA
257
Calton & Associates
Florida
– -$3.52M -73,342 Closed
AT
258
Arden Trust
Delaware
– -$3.12M -65,015 Closed
Franklin Resources
259
Franklin Resources
California
– -$3.12M -65,015 Closed
Susquehanna International Group
260
Susquehanna International Group
Pennsylvania
– -$1.44M -29,969 Closed
Citadel Advisors
261
Citadel Advisors
Florida
– -$1.08M -22,516 Closed
GFG
262
Greystone Financial Group
Michigan
– -$680K -14,176 Closed
B
263
Brightworth
Georgia
– -$662K -13,798 Closed
Goldman Sachs
264
Goldman Sachs
New York
– -$346K -7,201 Closed
Cetera Investment Advisers
265
Cetera Investment Advisers
Illinois
– -$309K -6,439 Closed
TA
266
Tiedemann Advisors
New York
– -$293K -6,085 Closed
TCA
267
Transcend Capital Advisors
New Jersey
– -$285K -5,946 Closed
FSG
268
Financial Strategies Group
Michigan
– -$282K -5,881 Closed
5SA
269
5th Street Advisors
Connecticut
– -$254K -5,296 Closed
AWM
270
Axxcess Wealth Management
California
– -$241K -5,016 Closed
ARC
271
Advisor Resource Council
Texas
– -$218K -4,530 Closed
CWA
272
Clarity Wealth Advisors
California
– -$216K -4,517 Closed
BOPW
273
Brandywine Oak Private Wealth
Pennsylvania
– -$216K -4,516 Closed
MWM
274
Modera Wealth Management
New Jersey
– -$205K -4,274 Closed
SCM
275
Stonehearth Capital Management
Massachusetts
– -$203K -4,223 Closed