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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHC
201
First Heartland Consultants
Missouri
– -$2.21M -46,172 Closed
Citadel Advisors
202
Citadel Advisors
Florida
– -$1.52M -31,883 Closed
CS
203
Credit Suisse
Switzerland
– -$1.15M -23,941 Closed
Renaissance Technologies
204
Renaissance Technologies
New York
– -$849K -17,754 Closed
RCIM
205
Red Cedar Investment Management
Michigan
– -$765K -15,986 Closed
KA
206
Kovack Advisors
Florida
– -$576K -12,050 Closed
B
207
Brightworth
Georgia
– -$568K -11,874 Closed
CSIA
208
Charles Schwab Investment Advisory
California
– -$555K -11,602 Closed
CAMG
209
CWA Asset Management Group
Florida
– -$525K -10,979 Closed
RA
210
Rational Advisors
New York
– -$507K -10,603 Closed
AWA
211
Acorn Wealth Advisors
Michigan
– -$486K -10,147 Closed
MWP
212
MYCIO Wealth Partners
Pennsylvania
– -$401K -8,382 Closed
MML Investors Services
213
MML Investors Services
Massachusetts
– -$397K -8,301 Closed
Mercer Global Advisors
214
Mercer Global Advisors
Colorado
– -$370K -7,724 Closed
CPO
215
Cerity Partners OCIO
New York
– -$349K -7,216 Closed
US Bancorp
216
US Bancorp
Minnesota
– -$332K -6,938 Closed
FAM
217
Formidable Asset Management
Ohio
– -$314K -6,518 Closed
CIA
218
Compass Ion Advisors
Pennsylvania
– -$266K -5,553 Closed
IAA
219
Independent Advisor Alliance
North Carolina
– -$261K -5,464 Closed
JWCA
220
J.W. Cole Advisors
Florida
– -$251K -5,244 Closed
BNP Paribas Financial Markets
221
BNP Paribas Financial Markets
France
– -$227K -4,753 Closed
RIA
222
Realta Investment Advisors
Delaware
– -$218K -4,585 Closed
GWCM
223
Godshalk Welsh Capital Management
Pennsylvania
– -$215K -4,502 Closed
OIA
224
OneDigital Investment Advisors
Kansas
– -$214K -4,482 Closed
NP
225
NorthRock Partners
Minnesota
– -$208K -4,348 Closed