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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
176
MCF Advisors
Kentucky
$13K
IA
177
IFP Advisors
Florida
$12K -$4.93K -111 -30%
AIP
178
Ameritas Investment Partners
Nebraska
$12K
AF
179
Affiance Financial
Minnesota
$10K -$35.7K -803 -79%
LWM
180
Liberty Wealth Management
California
$10K
JAWM
181
J. Arnold Wealth Management
Ohio
$9K +$44 +1 +0.5%
WEC
182
Winslow Evans & Crocker
Massachusetts
$8K -$44 -1 -0.6%
1IA
183
1834 Investment Advisors
Wisconsin
$8K
LF
184
Lee Financial
Texas
$8K
FWM
185
Focused Wealth Management
New York
$7K
BBA
186
Braun-Bostich & Associates
Pennsylvania
$5K
VNA
187
Valley National Advisers
Pennsylvania
$5K
CIAS
188
Capital Investment Advisory Services
North Carolina
$4K
JWM
189
Janiczek Wealth Management
Colorado
$4K
LAS
190
Lloyd Advisory Services
Georgia
$4K +$711 +16 +22%
CCM
191
Cribstone Capital Management
Maine
$1K
PFGIA
192
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1.33K +30 New
ACP
193
Aveo Capital Partners
Colorado
-$5.43M -131,167 Closed
TF
194
TIAA FSB
Florida
-$2.42M -58,470 Closed
SF
195
Summit Financial
New Jersey
-$933K -22,539 Closed
AAS
196
Avantax Advisory Services
Texas
-$515K -12,433 Closed
Charles Schwab
197
Charles Schwab
California
-$473K -11,425 Closed
TFA
198
Tobias Financial Advisors
Florida
-$382K -9,236 Closed
Baird Financial Group
199
Baird Financial Group
Wisconsin
-$345K -8,342 Closed
WP
200
WealthPLAN Partners
Nebraska
-$360K -8,312 Closed