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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
351
BNP Paribas Financial Markets
France
$173 -$5.59K -96 -97%
MSG
352
Main Street Group
Virginia
$58 – – –
EP
353
Essential Planning
New Hampshire
– -$3.63M -62,064 Closed
VAS
354
Vestmark Advisory Solutions
Massachusetts
– -$2.48M -43,309 Closed
Victory Capital Management
355
Victory Capital Management
Texas
– -$936K -16,321 Closed
WFS
356
Weitzel Financial Services
Iowa
– -$756K -13,137 Closed
ZIM
357
Zacks Investment Management
Illinois
– -$721K -12,585 Closed
AI
358
Atria Investments
North Carolina
– -$675K -11,784 Closed
JCM
359
Janney Capital Management
Pennsylvania
– -$538K -9,383 Closed
FWM
360
FFT Wealth Management
Pennsylvania
– -$513K -8,947 Closed
GVAG
361
Great Valley Advisor Group
Delaware
– -$353K -6,151 Closed
FHA
362
Flagship Harbor Advisors
Massachusetts
– -$301K -5,243 Closed
BWL
363
Bogart Wealth LLC
Virginia
– -$263K -4,582 Closed
PA
364
Procyon Advisors
Connecticut
– -$244K -4,264 Closed
MCWS
365
McKinley Carter Wealth Services
West Virginia
– -$221K -3,851 Closed
SCM
366
Stonehearth Capital Management
Massachusetts
– -$221K -3,850 Closed
MWC
367
MKD Wealth Coaches
Michigan
– -$205K -3,580 Closed
SB
368
Strategic Blueprint
Georgia
– -$201K -3,512 Closed
CFGS
369
Concourse Financial Group Securities
Alabama
– -$109K -1,863 Closed
RA
370
Ransom Advisory
Rhode Island
– -$57.3K -1,000 Closed
DJSG
371
D.J. St. Germain
Massachusetts
– -$54.5K -950 Closed
OP
372
ORG Partners
Indiana
– -$42.9K -746 Closed
TCG
373
Transcendent Capital Group
Oklahoma
– -$41.6K -726 Closed
SAM
374
Synergy Asset Management
Washington
– -$36.7K -619 Closed
WTC
375
WhitTier Trust Company
Nevada
– -$32.3K -564 Closed