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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
451
CBIZ Investment Advisory Services
Ohio
$322 – – –
SG
452
Sankala Group
Colorado
$70 -$4.15K -61 -98%
AIA
453
Aventus Investment Advisors
Florida
$70 – – –
IAA
454
Independent Advisor Alliance
North Carolina
– -$2.16M -33,599 Closed
Jane Street
455
Jane Street
New York
– -$1.52M -23,608 Closed
CCWA
456
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$866K -13,455 Closed
ACM
457
Advance Capital Management
Michigan
– -$393K -6,102 Closed
MW
458
Maia Wealth
Colorado
– -$379K -5,895 Closed
CW
459
CreativeOne Wealth
Kansas
– -$246K -3,828 Closed
WWM
460
Western Wealth Management
Colorado
– -$241K -3,752 Closed
LWMI
461
Legacy Wealth Management (Idaho)
Idaho
– -$16.3K -253 Closed
CAM
462
Clarity Asset Management
Iowa
– -$11.1K -172 Closed
OA
463
Operose Advisors
Wisconsin
– -$5.92K -92 Closed
KCM
464
Key Capital Management
Tennessee
– -$3.99K -62 Closed
NSIM
465
North Star Investment Management
Illinois
– -$2.85K -44 Closed
Vanguard Advisers Inc
466
Vanguard Advisers Inc
Pennsylvania
– -$2.77K -43 Closed
CHC
467
City Holding Co
West Virginia
– -$2.25K -35 Closed
MAFA
468
MJT & Associates Financial Advisory
Minnesota
– -$1.87K -29 Closed
DAM
469
Delta Asset Management
Tennessee
– -$1.29K -20 Closed
WOSD
470
WFA of San Diego
California
– -$1.29K -20 Closed