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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
151
Cribstone Capital Management
Maine
$12K
RFWA
152
RPg Family Wealth Advisory
Massachusetts
$11.4K
GRP
153
Global Retirement Partners
California
$11K
CIAS
154
Capital Investment Advisory Services
North Carolina
$11K +$11.3K +264 New
MA
155
MCF Advisors
Kentucky
$11K +$11.6K +271 New
DWM
156
Doyle Wealth Management
Florida
$9K +$9.12K +213 New
LWM
157
Liberty Wealth Management
California
$9K +$9.42K +220 New
WEC
158
Winslow Evans & Crocker
Massachusetts
$8K -$21.4K -500 -75%
LF
159
Lee Financial
Texas
$7K
FWM
160
Focused Wealth Management
New York
$6K +$43 +1 +0.7%
SWM
161
SeaCrest Wealth Management
New York
$4K
BCI
162
Brinker Capital Investments
Pennsylvania
$4K +$728 +17 +20%
VNA
163
Valley National Advisers
Pennsylvania
$4K +$4.28K +100 New
FPS
164
Fieldpoint Private Securities
Connecticut
$3K +$2.7K +63 New
WAP
165
Wealthcare Advisory Partners
Pennsylvania
$1K -$17.8K -417 -93%
AF
166
Allworth Financial
California
$1K
BCWM
167
Bartlett & Co Wealth Management
Ohio
$83
Jane Street
168
Jane Street
New York
-$4.48M -99,285 Closed
JWM
169
Jackson Wealth Management
Florida
-$2.16M -47,896 Closed
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
-$1.82M -40,329 Closed
FAIM
171
Financial Advocates Investment Management
Washington
-$1.56M -34,563 Closed
Goldman Sachs
172
Goldman Sachs
New York
-$1.56M -34,563 Closed
Citadel Advisors
173
Citadel Advisors
Florida
-$1.39M -30,886 Closed
TSS
174
Two Sigma Securities
New York
-$472K -10,462 Closed
CF
175
Centaurus Financial
California
-$422K -9,000 Closed