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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$136M +$2.71M +39,766 +2%
LPL Financial
2
LPL Financial
California
$74.1M -$8.08M -118,652 -10%
WAM
3
Worth Asset Management
Texas
$51.6M +$3.59M +52,693 +8%
JP Morgan Chase
4
JP Morgan Chase
New York
$46.3M +$1.23M +18,002 +3%
Bank of America
5
Bank of America
North Carolina
$40.7M -$202K -2,972 -0.5%
MFIM
6
Mesirow Financial Investment Management
Illinois
$39.3M +$179K +2,633 +0.5%
Wells Fargo
7
Wells Fargo
California
$39.1M +$3.08M +45,294 +9%
Morgan Stanley
8
Morgan Stanley
New York
$36.5M -$3.31M -48,534 -8%
AL
9
Aspiriant LLC
California
$35.8M +$403K +5,921 +1%
CWA
10
Consilium Wealth Advisory
Texas
$31.9M +$2.5M +36,730 +9%
JSA
11
Jim Saulnier & Associates
Colorado
$31.5M +$2.8M +41,160 +10%
FIA
12
Foundations Investment Advisors
Arizona
$27.1M +$2.41M +35,376 +10%
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$23.4M -$395K -5,805 -2%
LGA
14
Lebenthal Global Advisors
New York
$22.5M +$303K +4,455 +1%
MFS
15
Madrid Financial Services
California
$21.3M +$2.28M +33,525 +12%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$20.9M +$1.52M +22,365 +8%
AssetMark Inc
17
AssetMark Inc
California
$20.2M +$257K +3,773 +1%
BWP
18
BSW Wealth Partners
Colorado
$19.2M +$1.72M +25,313 +10%
WA
19
Waverly Advisors
Alabama
$17.1M -$593K -8,707 -3%
Raymond James Financial
20
Raymond James Financial
Florida
$16.8M +$725K +10,639 +5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$15.8M +$918K +13,482 +6%
Osaic Holdings
22
Osaic Holdings
Arizona
$15.1M +$4.75M +69,717 +47%
UBS Group
23
UBS Group
Switzerland
$13M -$1.54M -22,630 -11%
Stifel Financial
24
Stifel Financial
Missouri
$12.8M +$331K +4,855 +3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$12.4M +$1.16M +17,050 +11%
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