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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
401
North Star Investment Management
Illinois
$2.85K – – –
Vanguard Advisers Inc
402
Vanguard Advisers Inc
Pennsylvania
$2.77K +$2.83K +43 New
CHC
403
City Holding Co
West Virginia
$2.25K – – –
SVWA
404
Sarver Vrooman Wealth Advisors
Missouri
$2.12K – – –
MAFA
405
MJT & Associates Financial Advisory
Minnesota
$1.87K – – –
SWP
406
Strategic Wealth Partners
Ohio
$1.87K – – –
DWM
407
Darwin Wealth Management
Florida
$1.42K – – –
DAM
408
Delta Asset Management
Tennessee
$1.29K – – –
WOSD
409
WFA of San Diego
California
$1.29K – – –
CFD
410
Creative Financial Designs
Indiana
$644 – – –
CIAS
411
CBIZ Investment Advisory Services
Ohio
$322 – – –
AIA
412
Aventus Investment Advisors
Florida
$64 +$66 +1 New
Barclays
413
Barclays
United Kingdom
– -$27.3M -419,700 Closed
CSIC
414
Clifford Swan Investment Counsel
California
– -$2.37M -36,440 Closed
ACM
415
Avalon Capital Management
California
– -$2.22M -34,207 Closed
GAA
416
Global Assets Advisory
Florida
– -$2.02M -31,116 Closed
Victory Capital Management
417
Victory Capital Management
Texas
– -$1.86M -28,584 Closed
GS
418
GTS Securities
Florida
– -$1.82M -28,004 Closed
MTC
419
Matrix Trust Company
Colorado
– -$1.43M -21,965 Closed
CIP
420
Capital Insight Partners
Arizona
– -$1.37M -21,041 Closed
WC
421
Waterloo Capital
Texas
– -$1.28M -19,733 Closed
JWCA
422
J.W. Cole Advisors
Florida
– -$1.04M -19,525 Closed
BCI
423
Brinker Capital Investments
Pennsylvania
– -$1.11M -17,148 Closed
EPI
424
Eddie Patel Inc
Illinois
– -$969K -14,911 Closed
DAS
425
Diversify Advisory Services
Utah
– -$672K -10,167 Closed