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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWMNY
276
Landmark Wealth Management (New York)
New York
– -$319K -5,913 Closed
CWM
277
Congress Wealth Management
Massachusetts
– -$311K -5,773 Closed
FSA
278
Financial Services Advisory
Maryland
– -$307K -5,694 Closed
SOS
279
Silver Oak Securities
Tennessee
– -$273K -5,138 Closed
HWM
280
Howard Wealth Management
Connecticut
– -$271K -5,029 Closed
KWM
281
Keebeck Wealth Management
Illinois
– -$232K -4,306 Closed
CCFM
282
Clear Creek Financial Management
Washington
– -$225K -4,177 Closed
ADL
283
Asset Dedication LLC
California
– -$221K -4,100 Closed
MFGP
284
Marshall Financial Group (Pennsylvania)
Pennsylvania
– -$219K -4,058 Closed
VWM
285
Venturi Wealth Management
Texas
– -$217K -4,014 Closed
FAM
286
Formidable Asset Management
Ohio
– -$216K -4,002 Closed
RIA
287
Realta Investment Advisors
Delaware
– -$215K -3,981 Closed
CL
288
COWA LLC
Oklahoma
– -$210K -3,884 Closed
WCFA
289
Walkner Condon Financial Advisors
Wisconsin
– -$203K -3,762 Closed
MCC
290
Money Concepts Capital
Florida
– -$132K -2,439 Closed
PCG
291
Private Capital Group
Connecticut
– -$113K -2,100 Closed
Koshinski Asset Management
292
Koshinski Asset Management
Illinois
– -$93.9K -1,741 Closed
TFO
293
Tarbox Family Office
California
– -$66K -1,230 Closed
WPWM
294
Western Pacific Wealth Management
Illinois
– -$64K -1,200 Closed
AW
295
Alaethes Wealth
Nevada
– -$46K -845 Closed
First Manhattan
296
First Manhattan
New York
– -$28.2K -560 -97%
HR
297
Howe & Rusling
New York
– -$26K -475 Closed
CCM
298
Cribstone Capital Management
Maine
– -$6K -107 Closed
RFWA
299
RPg Family Wealth Advisory
Massachusetts
– -$4.53K -84 Closed
LAS
300
Lloyd Advisory Services
Georgia
– -$2K -31 Closed