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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
426
Prospera Financial Services
Texas
-$465K -7,150 Closed
CCM
427
Canal Capital Management
Virginia
-$440K -6,766 Closed
PJWM
428
Philip James Wealth Mangement
Georgia
-$389K -5,985 Closed
RL
429
Retireful LLC
Michigan
-$382K -5,848 Closed
LFAS
430
Level Four Advisory Services
Texas
-$370K -5,684 Closed
RIS
431
Richmond Investment Services
Wisconsin
-$350K -5,379 Closed
CPA
432
Clear Point Advisors
New York
-$345K -5,314 Closed
MFG
433
Magnus Financial Group
New York
-$293K -4,511 Closed
HIP
434
HUB Investment Partners
Texas
-$283K -4,349 Closed
ZIM
435
Zacks Investment Management
Illinois
-$271K -4,171 Closed
AQR Capital Management
436
AQR Capital Management
Connecticut
-$265K -4,083 Closed
AWM
437
Apex Wealth Management
New Hampshire
-$240K -3,623 Closed
SWP
438
Sagespring Wealth Partners
Tennessee
-$229K -3,527 Closed
MAG
439
Mayfair Advisory Group
Alabama
-$219K -3,353 Closed
SIG
440
Spinnaker Investment Group
California
-$212K -3,266 Closed
SCA
441
Snowden Capital Advisors
New York
-$210K -3,232 Closed
PFA
442
Plotkin Financial Advisors
Maryland
-$201K -3,097 Closed
IF
443
Ironwood Financial
Arizona
-$205K -3,090 Closed
TPCW
444
TD Private Client Wealth
New York
-$163K -2,503 Closed
SAG
445
SageView Advisory Group
California
-$156K -2,392 Closed
FHA
446
Flagship Harbor Advisors
Massachusetts
-$73K -1,123 Closed
CIA
447
Cape Investment Advisory
Georgia
-$65K -1,000 Closed
BTI
448
Blue Trust Inc
Georgia
-$54.4K -837 Closed
BHWM
449
Beaird Harris Wealth Management
Texas
-$38.6K -594 Closed
CWP
450
Concord Wealth Partners
Virginia
-$38.5K -592 Closed