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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
426
Creative Financial Designs
Indiana
$650 -$5.52K -85 -89%
CIAS
427
CBIZ Investment Advisory Services
Ohio
$325 +$324 +5 New
GPFA
428
Game Plan Financial Advisors
Ohio
$260 +$260 +4 New
IIC
429
Integrated Investment Consultants
Michigan
– -$464K -384,902 Closed
Kovitz Investment Group Partners
430
Kovitz Investment Group Partners
Illinois
– -$18.9M -293,944 Closed
TI
431
TTP Investments
California
– -$10.7M -165,999 Closed
SC
432
Savant Capital
Illinois
– -$1.32M -20,478 Closed
PPWM
433
PFG Private Wealth Management
Florida
– -$809K -12,561 Closed
Jane Street
434
Jane Street
New York
– -$639K -9,842 Closed
TSS
435
Two Sigma Securities
New York
– -$447K -6,937 Closed
RAM
436
Readystate Asset Management
Illinois
– -$394K -6,120 Closed
SP
437
Successful Portfolios
Florida
– -$365K -5,668 Closed
EGM
438
Engineers Gate Manager
New York
– -$309K -4,805 Closed
BJL
439
Brighton Jones LLC
Washington
– -$293K -4,553 Closed
VHAM
440
Van Hulzen Asset Management
California
– -$277K -4,296 Closed
Citadel Advisors
441
Citadel Advisors
Florida
– -$266K -4,129 Closed
GCM
442
G2 Capital Management
Ohio
– -$256K -3,976 Closed
OWA
443
Octavia Wealth Advisors
Ohio
– -$246K -3,819 Closed
PP
444
Patten & Patten
Tennessee
– -$230K -3,570 Closed
CIBC World Market
445
CIBC World Market
Ontario, Canada
– -$228K -3,545 Closed
EA
446
Efficient Advisors
Ohio
– -$226K -3,508 Closed
MAV
447
Mason & Associates (Virginia)
Virginia
– -$211K -3,421 Closed
PCA
448
Prosperity Capital Advisors
Ohio
– -$220K -3,412 Closed
AAS
449
Ameritas Advisory Services
Nebraska
– -$108K -1,678 Closed
ME
450
McIlrath & Eck
Washington
– -$29K -451 Closed