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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$334M +$303M +7,698,406 +853%
BIT
2
BlackRock Institutional Trust
California
$20.7M +$1.39M +35,211 +7%
UBS Group
3
UBS Group
Switzerland
$19.2M +$914K +23,211 +5%
LPL Financial
4
LPL Financial
California
$17.2M +$10.5M +266,756 +149%
HC
5
HHG & Company
Connecticut
$13.5M +$9.18M +233,199 +206%
Morgan Stanley
6
Morgan Stanley
New York
$11.5M +$5.66M +143,641 +94%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.6M -$18.4K -467 -0.2%
Wells Fargo
8
Wells Fargo
California
$10.3M +$9.24M +234,799 +812%
SWP
9
Stratos Wealth Partners
Ohio
$6.9M +$6.98M +177,377 New
BWA
10
Burt Wealth Advisors
Maryland
$5.55M +$5.63M +142,868 New
MFS
11
Madrona Financial Services
Washington
$2.87M +$1.83M +46,399 +169%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.77M +$1.16M +29,576 +71%
JCM
13
Janney Capital Management
Pennsylvania
$2.69M +$2.72M +69,102 New
AIS
14
Accurate Investment Solutions
Pennsylvania
$2.54M +$2.57M +65,248 New
LIA
15
LBMC Investment Advisors
Tennessee
$2.43M +$160K +4,072 +7%
RIA
16
Regal Investment Advisors
Michigan
$2.18M +$197K +5,009 +10%
VFS
17
VSR Financial Services
Kansas
$2.1M -$39.8K -1,012 -2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.95M +$337K +8,558 +21%
CAN
19
Cetera Advisor Networks
California
$1.88M -$98.5K -2,501 -5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.68M +$12.7K +322 +0.7%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.64M +$378K +9,598 +30%
JWM
22
Jackson Wealth Management
Florida
$1.54M +$45K +1,142 +3%
SCM
23
Stonehearth Capital Management
Massachusetts
$1.47M -$221K -5,601 -13%
BW
24
Bison Wealth
Georgia
$1.45M -$93.3K -2,369 -6%
AFP
25
Ausdal Financial Partners
Iowa
$1.37M +$1.38M +35,144 New