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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHC
401
City Holding Co
West Virginia
$2.25K
SVWA
402
Sarver Vrooman Wealth Advisors
Missouri
$2.12K
MAFA
403
MJT & Associates Financial Advisory
Minnesota
$1.87K
SWP
404
Strategic Wealth Partners
Ohio
$1.87K
DWM
405
Darwin Wealth Management
Florida
$1.42K
DAM
406
Delta Asset Management
Tennessee
$1.29K
WOSD
407
WFA of San Diego
California
$1.29K
CFD
408
Creative Financial Designs
Indiana
$644
CIAS
409
CBIZ Investment Advisory Services
Ohio
$322
AIA
410
Aventus Investment Advisors
Florida
$64 +$66 +1 New
Barclays
411
Barclays
United Kingdom
-$27.3M -419,700 Closed
CSIC
412
Clifford Swan Investment Counsel
California
-$2.37M -36,440 Closed
ACM
413
Avalon Capital Management
California
-$2.22M -34,207 Closed
GAA
414
Global Assets Advisory
Florida
-$2.02M -31,116 Closed
Victory Capital Management
415
Victory Capital Management
Texas
-$1.86M -28,584 Closed
GS
416
GTS Securities
Florida
-$1.82M -28,004 Closed
MTC
417
Matrix Trust Company
Colorado
-$1.43M -21,965 Closed
CIP
418
Capital Insight Partners
Arizona
-$1.37M -21,041 Closed
WC
419
Waterloo Capital
Texas
-$1.28M -19,733 Closed
JWCA
420
J.W. Cole Advisors
Florida
-$1.04M -19,525 Closed
BCI
421
Brinker Capital Investments
Pennsylvania
-$1.11M -17,148 Closed
EPI
422
Eddie Patel Inc
Illinois
-$969K -14,911 Closed
DAS
423
Diversify Advisory Services
Utah
-$672K -10,167 Closed
NHFG
424
New Harbor Financial Group
Massachusetts
-$611K -9,400 Closed
Envestnet Portfolio Solutions
425
Envestnet Portfolio Solutions
Illinois
-$593K -9,123 Closed