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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$3.99M -$332K -9,141 -8%
CAN
2
Cetera Advisor Networks
California
$1.57M +$606K +16,683 +64%
LIA
3
LBMC Investment Advisors
Tennessee
$1.48M +$144K +3,957 +11%
Ameriprise
4
Ameriprise
Minnesota
$1.37M -$2.15K -59 -0.2%
EA
5
Efficient Advisors
Ohio
$1.16M +$38.5K +1,059 +3%
Bank of America
6
Bank of America
North Carolina
$1.06M -$210K -5,767 -17%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.06M +$7.45K +205 +0.7%
NC
8
NewSquare Capital
Pennsylvania
$961K -$139K -3,829 -13%
VFS
9
VSR Financial Services
Kansas
$907K +$153K +4,207 +21%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$807K +$78K +2,145 +11%
BRM
11
Boston Research & Management
Massachusetts
$783K +$41.4K +1,140 +6%
MG
12
MDE Group
New Jersey
$692K -$17.8K -489 -3%
Morgan Stanley
13
Morgan Stanley
New York
$643K +$195K +5,375 +45%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$560K -$113K -3,100 -17%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$515K +$80.1K +2,203 +19%
PAS
16
Partnervest Advisory Services
California
$494K +$334K +9,182 +218%
NPC
17
National Planning Corporation
California
$492K +$184K +5,065 +62%
PI
18
Placemark Investments
Illinois
$453K +$447K +12,288 New
SI
19
SII Investments
Wisconsin
$397K +$17.3K +477 +5%
TAG
20
Tactical Allocation Group
Michigan
$338K -$20.8K -571 -6%
Goldman Sachs
21
Goldman Sachs
New York
$232K +$228K +6,284 New
AAS
22
Annex Advisory Services
Wisconsin
$221K -$3.23K -89 -1%
DFIM
23
Detwiler Fenton Investment Management
Massachusetts
$210K +$207K +5,707 New
EC
24
Estate Counselors
Wisconsin
$203K +$200K +5,500 New
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$152K -$3.67K -101 -2%