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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
326
Planning Capital Management Corporation
Pennsylvania
$7.54K +$57 +1 +0.8%
BFS
327
Burkett Financial Services
South Carolina
$6.57K -$27.2K -474 -81%
SC
328
Stephens Consulting
Michigan
$6.52K – – –
O'Shaughnessy Asset Management
329
O'Shaughnessy Asset Management
Connecticut
$5.9K – – –
NSIM
330
North Star Investment Management
Illinois
$2.51K – – –
CHC
331
City Holding Co
West Virginia
$2.07K – – –
CFD
332
Creative Financial Designs
Indiana
$2.07K – – –
RDIA
333
RE Dickinson Investment Advisors
Iowa
$1.66K – – –
Tower Research Capital (TRC)
334
Tower Research Capital (TRC)
New York
$1.42K +$573 +10 +71%
CAS
335
Coppell Advisory Solutions
Texas
$1.36K – – –
DWM
336
Darwin Wealth Management
Florida
$1.3K +$1.26K +22 New
WOSD
337
WFA of San Diego
California
$1.19K – – –
HGERS
338
Householder Group Estate & Retirement Specialist
Arizona
$1K – – –
EverSource Wealth Advisors
339
EverSource Wealth Advisors
Alabama
$711 -$1.03K -18 -60%
HFS
340
Horizon Financial Services
North Carolina
$652 – – –
BNP Paribas Financial Markets
341
BNP Paribas Financial Markets
France
$474 +$459 +8 New
MSG
342
Main Street Group
Virginia
$59 – – –
Focus Partners Wealth
343
Focus Partners Wealth
Massachusetts
– -$5.38M -94,606 Closed
RL
344
Retireful LLC
Michigan
– -$1.74M -30,905 Closed
Savvy Advisors Inc
345
Savvy Advisors Inc
New York
– -$1.19M -21,218 Closed
Citadel Advisors
346
Citadel Advisors
Florida
– -$1.09M -19,401 Closed
SOS
347
Silver Oak Securities
Tennessee
– -$1.03M -18,343 Closed
HUB Investment Partners
348
HUB Investment Partners
Texas
– -$446K -7,920 Closed
GFA
349
Gallagher Fiduciary Advisors
Illinois
– -$431K -7,646 Closed
Beacon Pointe Advisors
350
Beacon Pointe Advisors
California
– -$326K -5,788 Closed