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iShares Core 60/40 Balanced Allocation ETF
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
401
Empirical Wealth Management
Seattle,
Washington
| – | -$243K | -3,950 | Closed |
|
|
MOS
402
MGO One Seven
Beachwood,
Ohio
| – | -$202K | -3,284 | Closed |
|
|
PSFG
403
Park Square Financial Group
Roswell,
Georgia
| – | -$75.1K | -1,220 | Closed |
|
|
WSFS
404
Wilmington Savings Fund Society
Wilmington,
Delaware
| – | -$70.4K | -1,143 | Closed |
|
|
CIA
405
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$61.6K | -1,000 | Closed |
|
|
DJSG
406
D.J. St. Germain
Springfield,
Massachusetts
| – | -$58.5K | -950 | Closed |
|
|
T
407
Transce3nd
Kyle,
Texas
| – | -$56K | -910 | Closed |
|
|
AAP
408
Arax Advisory Partners
Denver,
Colorado
| – | -$50.5K | -820 | Closed |
|
|
SIS
409
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$15.1K | -245 | Closed |
|
|
BFP
410
Briaud Financial Planning
College Station,
Texas
| – | -$2K | -47 | Closed |
|
411
BNP Paribas Financial Markets
Paris,
France
| – | -$1.11K | -18 | Closed |
|