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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
$4.68M +$535K +14,170 +13%
Morgan Stanley
2
Morgan Stanley
New York
$2.89M +$2.18M +57,748 +331%
MAA
3
Managed Account Advisors
New Jersey
$2.13M +$2.09M +55,240 New
CAN
4
Cetera Advisor Networks
California
$1.98M +$333K +8,831 +21%
U
5
UBS
Switzerland
$1.76M +$1.65M +43,656 +2,214%
LIA
6
LBMC Investment Advisors
Tennessee
$1.6M +$53.1K +1,407 +3%
Ameriprise
7
Ameriprise
Minnesota
$1.49M +$59.7K +1,581 +4%
VFS
8
VSR Financial Services
Kansas
$1.27M +$319K +8,451 +34%
EA
9
Efficient Advisors
Ohio
$1.24M +$32.6K +862 +3%
VKH
10
Virtu KCG Holdings
New York
$1.14M +$1.12M +29,673 New
Bank of America
11
Bank of America
North Carolina
$1.13M +$13.4K +355 +1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.1M -$2.12K -56 -0.2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.01M +$164K +4,337 +20%
PI
14
Placemark Investments
Illinois
$947K +$465K +12,301 +100%
NC
15
NewSquare Capital
Pennsylvania
$925K -$77.8K -2,060 -8%
BRM
16
Boston Research & Management
Massachusetts
$868K +$49.1K +1,300 +6%
BIT
17
BlackRock Institutional Trust
California
$765K +$750K +19,862 New
MG
18
MDE Group
New Jersey
$749K +$25.6K +678 +4%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$665K +$78.7K +2,085 +14%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$562K +$23.4K +621 +4%
ACM
21
Acertus Capital Management
New Jersey
$546K +$535K +14,175 New
OC
22
Oakworth Capital
Alabama
$535K +$525K +13,901 New
PAS
23
Partnervest Advisory Services
California
$393K -$120K -3,175 -24%
NPC
24
National Planning Corporation
California
$388K -$121K -3,194 -24%
CFA
25
Cahill Financial Advisors
Minnesota
$358K +$350K +9,280 New