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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PI
1
Placemark Investments
Illinois
$9.96M +$8.85M +230,012 +935%
LPL Financial
2
LPL Financial
California
$4.57M -$181K -4,706 -4%
BIT
3
BlackRock Institutional Trust
California
$3.05M +$2.23M +57,964 +292%
Morgan Stanley
4
Morgan Stanley
New York
$2.98M +$31.8K +826 +1%
CAN
5
Cetera Advisor Networks
California
$2.06M +$44.2K +1,149 +2%
Bank of America
6
Bank of America
North Carolina
$2M +$840K +21,839 +75%
LIA
7
LBMC Investment Advisors
Tennessee
$1.65M +$15.7K +408 +1%
VFS
8
VSR Financial Services
Kansas
$1.53M +$234K +6,077 +18%
U
9
UBS
Switzerland
$1.33M -$446K -11,605 -25%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.25M +$127K +3,306 +12%
NC
11
NewSquare Capital
Pennsylvania
$1.22M +$272K +7,060 +29%
EA
12
Efficient Advisors
Ohio
$1.2M -$57.3K -1,490 -5%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.2M +$174K +4,528 +17%
Ameriprise
14
Ameriprise
Minnesota
$1.02M -$478K -12,420 -32%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$911K +$230K +5,980 +35%
BRM
16
Boston Research & Management
Massachusetts
$886K +$3.08K +80 +0.4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$735K +$161K +4,180 +29%
OC
18
Oakworth Capital
Alabama
$516K -$27.5K -715 -5%
VKH
19
Virtu KCG Holdings
New York
$374K -$774K -20,120 -68%
WA
20
Waverly Advisors
Alabama
$359K +$230K +5,973 +186%
NPC
21
National Planning Corporation
California
$352K -$43.1K -1,121 -11%
TAG
22
Tactical Allocation Group
Michigan
$335K -$19.7K -513 -6%
CA
23
Cetera Advisors
Colorado
$284K +$269 +7 +0.1%
MG
24
MDE Group
New Jersey
$265K -$487K -12,670 -65%
ACM
25
Acertus Capital Management
New Jersey
$265K -$285K -7,396 -52%