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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LAS
201
Lloyd Advisory Services
Georgia
$5K +$627 +13 +15%
AWA
202
Arkadios Wealth Advisors
Georgia
$4.93K +$4.82K +100 New
JWM
203
Janiczek Wealth Management
Colorado
$4K – – –
NSIM
204
North Star Investment Management
Illinois
$2K +$1.88K +39 New
PFGIA
205
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
F
206
F3Logic
Minnesota
$324 -$34.3K -711 -10%
Stifel Financial
207
Stifel Financial
Missouri
– -$7.01M -151,097 Closed
VFP
208
Verus Financial Partners
Virginia
– -$1.57M -33,956 Closed
BSAM
209
Blue Sky Asset Management
Colorado
– -$428K -9,219 Closed
WOSD
210
WFA of San Diego
California
– -$314K -6,518 Closed
KA
211
Kovack Advisors
Florida
– -$244K -5,270 Closed
CFD
212
Creative Financial Designs
Indiana
– -$107K -2,309 Closed
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
– -$95K -2,030 Closed
WR
214
Watson Rebecca
– -$63K -1,363 Closed
CAAS
215
Capital Asset Advisory Services
Michigan
– -$30K -629 Closed
AIC
216
Archer Investment Corporation
Indiana
– -$24.7K -532 Closed
FWM
217
FSA Wealth Management
Massachusetts
– -$16K -339 Closed
BBA
218
Braun-Bostich & Associates
Pennsylvania
– -$5K -110 Closed
CCM
219
Cribstone Capital Management
Maine
– -$1K -25 Closed