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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NHFG
426
New Harbor Financial Group
Massachusetts
– -$611K -9,400 Closed
Envestnet Portfolio Solutions
427
Envestnet Portfolio Solutions
Illinois
– -$593K -9,123 Closed
PFS
428
Prospera Financial Services
Texas
– -$465K -7,150 Closed
CCM
429
Canal Capital Management
Virginia
– -$440K -6,766 Closed
PJWM
430
Philip James Wealth Mangement
Georgia
– -$389K -5,985 Closed
RL
431
Retireful LLC
Michigan
– -$382K -5,848 Closed
LFAS
432
Level Four Advisory Services
Texas
– -$370K -5,684 Closed
RIS
433
Richmond Investment Services
Wisconsin
– -$350K -5,379 Closed
CPA
434
Clear Point Advisors
New York
– -$345K -5,314 Closed
MFG
435
Magnus Financial Group
New York
– -$293K -4,511 Closed
HIP
436
HUB Investment Partners
Texas
– -$283K -4,349 Closed
ZIM
437
Zacks Investment Management
Illinois
– -$271K -4,171 Closed
AQR Capital Management
438
AQR Capital Management
Connecticut
– -$265K -4,083 Closed
AWM
439
Apex Wealth Management
New Hampshire
– -$240K -3,623 Closed
SWP
440
Sagespring Wealth Partners
Tennessee
– -$229K -3,527 Closed
MAG
441
Mayfair Advisory Group
Alabama
– -$219K -3,353 Closed
SIG
442
Spinnaker Investment Group
California
– -$212K -3,266 Closed
SCA
443
Snowden Capital Advisors
New York
– -$210K -3,232 Closed
PFA
444
Plotkin Financial Advisors
Maryland
– -$201K -3,097 Closed
IF
445
Ironwood Financial
Arizona
– -$205K -3,090 Closed
TPCW
446
TD Private Client Wealth
New York
– -$163K -2,503 Closed
SAG
447
SageView Advisory Group
California
– -$156K -2,392 Closed
FHA
448
Flagship Harbor Advisors
Massachusetts
– -$73K -1,123 Closed
CIA
449
Cape Investment Advisory
Georgia
– -$65K -1,000 Closed
BTI
450
Blue Trust Inc
Georgia
– -$54.4K -837 Closed