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Model Update – BlackRock – BLK 1-5 – 11.19.25

Model Update - BlackRock - BLK 1-5 - 11.19.25
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Model Update – LPL Financial – LPL C1-C4 – 11.4.25

Model Update - LPL Financial - LPL C1-C4 - 11.4.25
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Model Update – LPL Financial – LPL G1-G4 – 10.29.25

Model Update - LPL Financial - LPL G1-G4 - 10.29.25
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Model Update – First Trust – FTP6 – 10.22.25

Model Update - First Trust - FTP6 - 10.22.25
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Model Update – First Trust – FTP 1-4 – 10.22.25

Model Update - First Trust - FTP1-4 - 10.22.25
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Model Update – BlackRock – BLK8 – 10.13.25

Model Update - BlackRock - BLK8 - 10.13.25
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Model Update – BlackRock – BLK 1-5 – 9.17.25

Model Update - BlackRock - BLK 1-5 - 9.16.25
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Model Update – LPL Financial – LPL B1-B5 – 9.9.25

Model Update - LPL Financial - LPL B1-B5 - 9.9.25
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Model Update – First Trust – FTP 6 – 7.28.25

Model Update - First Trust - FTP6 - 7.28.25
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Advisor Insights

Model Update – First Trust – FTP 1-5 – 7.28.25

Model Update - First Trust - FTP 1-5 - 7.28.25
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Securities and Retirement Plan Consulting Program services offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC*. Other advisory services offered through Independence Square Holdings, a registered investment advisor. Independence Square Holdings / Independence Square Advisors is a separate entity from LPL Financial.  The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, NH, NJ, NC, NV, NY, OH, PA, SC, TX, VA
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