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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
$39.9M -$287M -7,589,862 -88%
BIT
2
BlackRock Institutional Trust
California
$23.4M +$2.29M +60,459 +11%
HC
3
HHG & Company
Connecticut
$20.6M +$6.66M +175,805 +51%
LPL Financial
4
LPL Financial
California
$14.2M -$2.99M -79,044 -18%
UBS Group
5
UBS Group
Switzerland
$14.1M -$5.2M -137,204 -28%
Jane Street
6
Jane Street
New York
$12.2M +$11.7M +310,289 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.9M +$76.6K +2,024 +0.7%
BCM
8
Brookstone Capital Management
Illinois
$8.68M +$8.33M +220,027 New
SCA
9
Snowden Capital Advisors
New York
$4.15M +$3.99M +105,277 New
Morgan Stanley
10
Morgan Stanley
New York
$4.02M -$7.35M -194,173 -66%
MFS
11
Madrona Financial Services
Washington
$2.88M -$30.7K -812 -1%
LIA
12
LBMC Investment Advisors
Tennessee
$2.54M +$69.8K +1,843 +3%
RA
13
RFG Advisory
Alabama
$2.44M +$1.65M +43,548 +238%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.34M -$449K -11,857 -17%
RIA
15
Regal Investment Advisors
Michigan
$2.33M +$115K +3,042 +5%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.24M +$2.15M +56,879 New
VFS
17
VSR Financial Services
Kansas
$2.04M -$86.8K -2,292 -4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.01M +$291K +7,680 +18%
CAN
19
Cetera Advisor Networks
California
$1.89M -$16.2K -428 -0.9%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.82M -$153K -4,041 -8%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.6M -$56.5K -1,493 -4%
JWM
22
Jackson Wealth Management
Florida
$1.59M -$795 -21 -0.1%
SCM
23
Stonehearth Capital Management
Massachusetts
$1.5M +$15.2K +401 +1%
BWA
24
Burt Wealth Advisors
Maryland
$1.47M -$4M -105,584 -74%
BW
25
Bison Wealth
Georgia
$1.44M -$28K -740 -2%