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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JAWM
226
J. Arnold Wealth Management
Ohio
$5K +$50 +1 +1%
JWM
227
Janiczek Wealth Management
Colorado
$4K – – –
SWP
228
ShoreHaven Wealth Partners
New Jersey
$3K +$2.87K +57 New
PWA
229
Phoenix Wealth Advisors
North Carolina
$3K +$3.02K +60 New
NSIM
230
North Star Investment Management
Illinois
$2K – – –
PFGIA
231
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
SIAG
232
Safeguard Investment Advisory Group
California
$1K +$1.36K +27 New
ACP
233
Aveo Capital Partners
Colorado
– -$6.71M -138,503 Closed
Citadel Advisors
234
Citadel Advisors
Florida
– -$5.47M -112,916 Closed
Jane Street
235
Jane Street
New York
– -$792K -16,352 Closed
IWC
236
Integrated Wealth Concepts
Massachusetts
– -$249K -5,139 Closed
PPA
237
Parametric Portfolio Associates
Washington
– -$248K -5,115 Closed
IWM
238
IHT Wealth Management
Illinois
– -$215K -4,430 Closed
JWCA
239
J.W. Cole Advisors
Florida
– -$210K -4,339 Closed
M
240
MOTCO
Texas
– -$170K -3,506 Closed
AA
241
Advisory Alpha
Michigan
– -$83K -1,694 Closed
NNP
242
Nachman Norwood & Parrott
South Carolina
– -$42K -875 Closed
FHA
243
Flagship Harbor Advisors
Massachusetts
– -$30K -636 Closed
1IA
244
1834 Investment Advisors
Wisconsin
– -$8K -175 Closed
CSPIA
245
Cary Street Partners Investment Advisory
Virginia
– -$8K -166 Closed
WEC
246
Winslow Evans & Crocker
Massachusetts
– -$8K -165 Closed