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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWS
276
BCR Wealth Strategies
Alabama
$1K
LFA
277
Level Financial Advisors
New York
$1K
PA
278
PSI Advisors
Florida
$1K
CP
279
Castleview Partners
Texas
$1K +$1.31K +24 New
DC
280
DeDora Capital
California
$1K +$1.47K +27 New
GM
281
GeoWealth Management
Illinois
-$18.6M -326,410 Closed
BCM
282
BlueCrest Capital Management
Jersey
-$4.63M -81,204 Closed
BPA
283
Beacon Pointe Advisors
California
-$1.58M -27,603 Closed
PA
284
PFG Advisors
Arizona
-$1.5M -26,226 Closed
Qube Research & Technologies (QRT)
285
Qube Research & Technologies (QRT)
United Kingdom
-$1.39M -24,373 Closed
JCM
286
Janney Capital Management
Pennsylvania
-$1.23M -21,512 Closed
Renaissance Technologies
287
Renaissance Technologies
New York
-$1.22M -21,400 Closed
BA
288
Bridgewater Advisors
New York
-$1.1M -19,250 Closed
GFS
289
GYL Financial Synergies
Connecticut
-$694K -12,156 Closed
TPCW
290
TD Private Client Wealth
New York
-$578K -10,119 Closed
ACA
291
Aspire Capital Advisors
Washington
-$430K -7,529 Closed
Citigroup
292
Citigroup
New York
-$406K -7,121 Closed
AIA
293
Arbor Investment Advisors
North Carolina
-$341K -5,971 Closed
FC
294
FCA Corp
Texas
-$294K -5,144 Closed
TPA
295
Trivium Point Advisory
Connecticut
-$275K -4,812 Closed
VAS
296
Vestmark Advisory Solutions
Massachusetts
-$270K -4,737 Closed
AA
297
Advisory Alpha
Michigan
-$233K -4,089 Closed
PWM
298
Perigon Wealth Management
California
-$210K -3,680 Closed
LWAC
299
Laurel Wealth Advisors (California)
California
-$202K -3,545 Closed
RFN
300
RDA Financial Network
Iowa
-$201K -3,526 Closed