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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$9.29M +$9.43M +262,016 New
LPL Financial
2
LPL Financial
California
$4.13M +$4.19M +116,504 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.86M +$1.89M +52,461 New
Ameriprise
4
Ameriprise
Minnesota
$1.31M +$1.33M +37,089 New
LIA
5
LBMC Investment Advisors
Tennessee
$1.29M +$1.31M +36,302 New
Bank of America
6
Bank of America
North Carolina
$1.23M +$1.25M +34,643 New
EA
7
Efficient Advisors
Ohio
$1.08M +$1.09M +30,330 New
NC
8
NewSquare Capital
Pennsylvania
$1.06M +$1.08M +29,906 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.01M +$1.03M +28,554 New
CAN
10
Cetera Advisor Networks
California
$920K +$933K +25,935 New
VFS
11
VSR Financial Services
Kansas
$723K +$734K +20,394 New
BRM
12
Boston Research & Management
Massachusetts
$713K +$724K +20,122 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$700K +$710K +19,730 New
MG
14
MDE Group
New Jersey
$683K +$693K +19,260 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$649K +$659K +18,300 New
Morgan Stanley
16
Morgan Stanley
New York
$427K +$434K +12,058 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$417K +$423K +11,763 New
SI
18
SII Investments
Wisconsin
$357K +$362K +10,061 New
TAG
19
Tactical Allocation Group
Michigan
$345K +$350K +9,735 New
SIA
20
Spruce Investment Advisors
Connecticut
$317K +$322K +8,940 New
NPC
21
National Planning Corporation
California
$291K +$296K +8,217 New
AAS
22
Annex Advisory Services
Wisconsin
$216K +$219K +6,084 New
Jane Street
23
Jane Street
New York
$208K +$211K +5,867 New
U
24
UBS
Switzerland
$156K +$158K +4,396 New
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$150K +$152K +4,216 New
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