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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
426
CBIZ Investment Advisory Services
Ohio
$325 +$324 +5 New
GPFA
427
Game Plan Financial Advisors
Ohio
$260 +$260 +4 New
IIC
428
Integrated Investment Consultants
Michigan
-$464K -384,902 Closed
Kovitz Investment Group Partners
429
Kovitz Investment Group Partners
Illinois
-$18.9M -293,944 Closed
TI
430
TTP Investments
California
-$10.7M -165,999 Closed
SC
431
Savant Capital
Illinois
-$1.32M -20,478 Closed
PPWM
432
PFG Private Wealth Management
Florida
-$809K -12,561 Closed
Jane Street
433
Jane Street
New York
-$639K -9,842 Closed
TSS
434
Two Sigma Securities
New York
-$447K -6,937 Closed
RAM
435
Readystate Asset Management
Illinois
-$394K -6,120 Closed
SP
436
Successful Portfolios
Florida
-$365K -5,668 Closed
EGM
437
Engineers Gate Manager
New York
-$309K -4,805 Closed
BJL
438
Brighton Jones LLC
Washington
-$293K -4,553 Closed
VHAM
439
Van Hulzen Asset Management
California
-$277K -4,296 Closed
Citadel Advisors
440
Citadel Advisors
Florida
-$266K -4,129 Closed
GCM
441
G2 Capital Management
Ohio
-$256K -3,976 Closed
OWA
442
Octavia Wealth Advisors
Ohio
-$246K -3,819 Closed
PP
443
Patten & Patten
Tennessee
-$230K -3,570 Closed
CIBC World Market
444
CIBC World Market
Ontario, Canada
-$228K -3,545 Closed
EA
445
Efficient Advisors
Ohio
-$226K -3,508 Closed
MAV
446
Mason & Associates (Virginia)
Virginia
-$211K -3,421 Closed
PCA
447
Prosperity Capital Advisors
Ohio
-$220K -3,412 Closed
AAS
448
Ameritas Advisory Services
Nebraska
-$108K -1,678 Closed
ME
449
McIlrath & Eck
Washington
-$29K -451 Closed
HWA
450
HHM Wealth Advisors
Tennessee
-$12.6K -195 Closed