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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
151
Bartlett & Co Wealth Management
Ohio
$90
Envestnet Asset Management
152
Envestnet Asset Management
Illinois
-$12.8M -289,092 Closed
VF
153
Virtu Financial
New York
-$1.99M -44,859 Closed
DDPOM
154
Delta Dental Plan of Michigan
Michigan
-$709K -15,986 Closed
CAG
155
Csenge Advisory Group
Florida
-$469K -10,578 Closed
CCA
156
Clearwater Capital Advisors
Illinois
-$333K -7,497 Closed
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
-$296K -6,670 Closed
Northern Trust
158
Northern Trust
Illinois
-$261K -5,894 Closed
Creative Planning
159
Creative Planning
Kansas
-$245K -5,521 Closed
APA
160
American Portfolios Advisors
New York
-$205K -4,629 Closed
JFA
161
JNBA Financial Advisors
Minnesota
-$148K -3,343 Closed
B
162
Bridgeworth
Alabama
-$96K -2,188 Closed
SEI Investments
163
SEI Investments
Pennsylvania
-$90K -2,024 Closed
RWP
164
RWA Wealth Partners
Massachusetts
-$53K -1,198 Closed
CPA
165
Clear Perspective Advisors
Illinois
-$972K -885 Closed
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
-$9K -200 Closed
MCM
167
Mainstay Capital Management
Michigan
-$4K -90 Closed
GBBWRPM
168
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$2K -45 Closed
BFEC
169
Benjamin F. Edwards & Company
Missouri
-$1K -30 Closed
ML
170
McAdam LLC
Pennsylvania
+$179 +4 New