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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
176
Valmark Advisers
Ohio
– -$283K -6,265 Closed
CBU
177
CIBC Bank USA
Illinois
– -$245K -5,433 Closed
FSA
178
Financial Sense Advisors
California
– -$242K -5,354 Closed
WC
179
Weil Company
California
– -$235K -5,200 Closed
Manulife (Manufacturers Life Insurance)
180
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$228K -5,046 Closed
BSWM
181
Boston Standard Wealth Management
Massachusetts
– -$221K -4,934 Closed
Renaissance Technologies
182
Renaissance Technologies
New York
– -$220K -4,877 Closed
SPC
183
Sigma Planning Corp
Michigan
– -$206K -4,553 Closed
WSTAM
184
Wilbanks Smith & Thomas Asset Management
Virginia
– -$63K -1,395 Closed
MWPCG
185
Measured Wealth Private Client Group
New Hampshire
– -$58K -1,280 Closed
BRC
186
Bell Rock Capital
Delaware
– -$41K -900 Closed
BA
187
Ballew Advisors
Mississippi
– -$31K -725 Closed
RCAG
188
Rehmann Capital Advisory Group
Michigan
– -$31.5K -698 Closed
CPIG
189
Chicago Partners Investment Group
Illinois
– -$22K -523 Closed
SFM
190
Signet Financial Management
New Jersey
– -$22K -490 Closed
KJWM
191
Kiley Juergens Wealth Management
Washington
– -$15K -341 Closed
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
– -$12K -270 Closed
PFGIA
193
Patriot Financial Group Insurance Agency
Massachusetts
– -$10K -231 Closed
AA
194
Ancora Advisors
Ohio
– -$7K -159 Closed
CAC
195
Certified Advisory Corp
Florida
– -$2K -55 Closed