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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
126
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.7K
AIP
127
Ameritas Investment Partners
Nebraska
$13K
RFWA
128
RPg Family Wealth Advisory
Massachusetts
$12.3K
GRP
129
Global Retirement Partners
California
$12K
LFG
130
LifePlan Financial Group
Ohio
$12K +$12.6K +279 New
PFGIA
131
Patriot Financial Group Insurance Agency
Massachusetts
$10K
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$9K -$50.1K -1,108 -85%
LF
133
Lee Financial
Texas
$7K
FWM
134
Focused Wealth Management
New York
$6K +$181 +4 +3%
CPIG
135
Chicago Partners Investment Group
Illinois
$5K
GBBWRPM
136
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$5K
FRA
137
Front Row Advisors
California
$4K
SWM
138
SeaCrest Wealth Management
New York
$4K
KC
139
KHP Capital
Oklahoma
$4K +$4.21K +93 New
AF
140
Allworth Financial
California
$3K
CPA
141
Clear Perspective Advisors
Illinois
$3K +$3.17K +70 New
TFO
142
Tarbox Family Office
California
$3K +$3.48K +77 New
BCI
143
Brinker Capital Investments
Pennsylvania
$2K +$769 +17 +49%
RWP
144
RWA Wealth Partners
Massachusetts
$2K +$2.4K +53 New
BFEC
145
Benjamin F. Edwards & Company
Missouri
$1K
VF
146
Virtu Financial
New York
-$1.62M -35,984 Closed
Citadel Advisors
147
Citadel Advisors
Florida
-$1.4M -31,138 Closed
JCM
148
Janney Capital Management
Pennsylvania
-$770K -17,147 Closed
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
-$454K -10,110 Closed
FA
150
FDx Advisors
Illinois
-$385K -8,575 Closed