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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