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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWPG
1
Strategic Wealth Partners Group
Illinois
$65.1M +$67.9M +1,713,425 New
Bank of America
2
Bank of America
North Carolina
$44.7M +$4.17M +105,275 +10%
BIT
3
BlackRock Institutional Trust
California
$26.4M +$2.67M +67,374 +11%
UBS Group
4
UBS Group
Switzerland
$14.6M +$280K +7,072 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.5M +$459K +11,591 +4%
Wells Fargo
6
Wells Fargo
California
$10.4M +$9.86M +248,854 +2,479%
Morgan Stanley
7
Morgan Stanley
New York
$8.57M +$4.45M +112,307 +110%
LPL Financial
8
LPL Financial
California
$6.54M -$8M -202,008 -55%
SCA
9
Snowden Capital Advisors
New York
$5.71M +$1.48M +37,294 +35%
Jane Street
10
Jane Street
New York
$3.85M -$8.48M -214,068 -69%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.39M +$1.01M +25,380 +43%
PAMG
12
Patton Albertson Miller Group
Tennessee
$3.06M +$3.03M +76,450 New
VKH
13
Virtu KCG Holdings
New York
$3.01M +$1.7M +42,970 +133%
MFS
14
Madrona Financial Services
Washington
$3.01M +$80.7K +2,037 +3%
LIA
15
LBMC Investment Advisors
Tennessee
$2.63M +$57.1K +1,442 +2%
RA
16
RFG Advisory
Alabama
$2.62M +$145K +3,662 +6%
RIA
17
Regal Investment Advisors
Michigan
$2.54M +$169K +4,264 +7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.11M +$68K +1,718 +3%
FHC
19
First Heartland Consultants
Missouri
$1.93M +$1.91M +48,281 New
CAN
20
Cetera Advisor Networks
California
$1.83M -$88.3K -2,229 -5%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.73M +$104K +2,617 +6%
JWM
22
Jackson Wealth Management
Florida
$1.71M +$66.1K +1,668 +4%
SCM
23
Stonehearth Capital Management
Massachusetts
$1.6M +$73.7K +1,860 +5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.55M -$297K -7,505 -16%
VFS
25
VSR Financial Services
Kansas
$1.48M -$578K -14,606 -28%