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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LF
126
Lee Financial
Texas
$7K – – –
FWM
127
Focused Wealth Management
New York
$6K +$45 +1 +0.8%
GBBWRPM
128
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K +$5K +110 New
Bogart Wealth LLC
129
Bogart Wealth LLC
Virginia
$5K – – –
Chicago Partners Investment Group
130
Chicago Partners Investment Group
Illinois
$5K +$4.77K +105 New
FRA
131
Front Row Advisors
California
$4K +$3.77K +83 New
SWM
132
SeaCrest Wealth Management
New York
$4K +$4.09K +90 New
Allworth Financial
133
Allworth Financial
California
$3K – – –
Ameritas Investment Partners
134
Ameritas Investment Partners
Nebraska
$3K – – –
Brinker Capital Investments
135
Brinker Capital Investments
Pennsylvania
$2K +$182 +4 +13%
Benjamin F. Edwards & Company
136
Benjamin F. Edwards & Company
Missouri
$1K -$2.04K -45 -60%
RIA
137
Regal Investment Advisors
Michigan
– -$3.97M -88,602 Closed
HH
138
Hilltop Holdings
Texas
– -$2.02M -45,120 Closed
VWA
139
V Wealth Advisors
Kansas
– -$1.2M -26,833 Closed
Churchill Management
140
Churchill Management
California
– -$566K -12,629 Closed
NPC
141
National Planning Corporation
California
– -$449K -10,020 Closed
SI
142
SII Investments
Wisconsin
– -$336K -7,515 Closed
BIAS
143
Beacon Investment Advisory Services
New Jersey
– -$328K -7,334 Closed
Koshinski Asset Management
144
Koshinski Asset Management
Illinois
– -$204K -4,551 Closed
LC
145
Landaas & Company
Wisconsin
– -$1K -31 Closed