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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
276
Institutional & Family Asset Management
Colorado
$7.5K
LC
277
Lindbrook Capital
California
$7.5K
TRCT
278
Tower Research Capital (TRC)
New York
$7K -$836 -17 -11%
SPIA
279
Steward Partners Investment Advisory
New York
$6.25K -$492 -10 -7%
SC
280
Stephens Consulting
Michigan
$5.5K
KM
281
Kalos Management
Georgia
$4K +$3.94K +80 New
LFG
282
Larson Financial Group
Missouri
$2.75K
CHC
283
City Holding Co
West Virginia
$2.75K
NSIM
284
North Star Investment Management
Illinois
$2.04K
RDFA
285
Ritter Daniher Financial Advisory
Ohio
$1.5K
PA
286
PSI Advisors
Florida
$1.35K +$1.33K +27 New
CP
287
Castleview Partners
Texas
$1.2K
ACA
288
Aptus Capital Advisors
Alabama
$1.05K +$541 +11 +110%
HGERS
289
Householder Group Estate & Retirement Specialist
Arizona
$1K +$1.13K +23 New
LFA
290
Level Financial Advisors
New York
$824
ME
291
McIlrath & Eck
Washington
$450 +$443 +9 New
GWANC
292
Guardian Wealth Advisors (North Carolina)
North Carolina
$250
FFA
293
Farther Finance Advisors
California
$106 +$98 +2 New
IRC
294
Investors Research Corp
Georgia
$50 +$49 +1 New
MA
295
Montag & Associates
Georgia
$30
AT
296
Arden Trust
Delaware
-$24.3M -514,670 Closed
Franklin Resources
297
Franklin Resources
California
-$24.1M -509,998 Closed
HSA
298
HBK Sorce Advisory
Pennsylvania
-$409K -380,000 Closed
Brown Advisory
299
Brown Advisory
Maryland
-$10.2M -215,686 Closed
Victory Capital Management
300
Victory Capital Management
Texas
-$7.5M -158,942 Closed