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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