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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
$57.9M -$12.5M -306,334 -18%
Bank of America
2
Bank of America
North Carolina
$46.4M +$412K +10,122 +0.9%
BIT
3
BlackRock Institutional Trust
California
$32.7M +$5.45M +133,877 +20%
UBS Group
4
UBS Group
Switzerland
$14.6M -$428K -10,507 -3%
Wells Fargo
5
Wells Fargo
California
$11.9M +$1.26M +30,880 +12%
Morgan Stanley
6
Morgan Stanley
New York
$9.3M +$484K +11,883 +6%
LPL Financial
7
LPL Financial
California
$7.33M +$606K +14,872 +9%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.59M +$3.78M +92,693 +215%
SCA
9
Snowden Capital Advisors
New York
$4.81M -$1.05M -25,691 -18%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.4M +$910K +22,343 +26%
PAMG
11
Patton Albertson Miller Group
Tennessee
$3.75M +$599K +14,696 +19%
MFS
12
Madrona Financial Services
Washington
$2.98M -$106K -2,602 -3%
LIA
13
LBMC Investment Advisors
Tennessee
$2.85M +$147K +3,602 +5%
RIA
14
Regal Investment Advisors
Michigan
$2.63M +$17.5K +430 +0.7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.2M +$33.8K +830 +2%
VWA
16
V Wealth Advisors
Kansas
$2.07M +$2.05M +50,344 New
Jane Street
17
Jane Street
New York
$2.04M -$1.9M -46,591 -48%
CAN
18
Cetera Advisor Networks
California
$1.92M +$40K +981 +2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.79M +$201K +4,925 +13%
JWM
20
Jackson Wealth Management
Florida
$1.76M +$28.8K +706 +2%
BWA
21
Burt Wealth Advisors
Maryland
$1.52M +$244 +6 +0%
SCM
22
Stonehearth Capital Management
Massachusetts
$1.49M -$151K -3,704 -9%
AAS
23
Annex Advisory Services
Wisconsin
$1.46M +$55.3K +1,356 +4%
Ameriprise
24
Ameriprise
Minnesota
$1.2M +$76.4K +1,875 +7%
RCG
25
Ruggie Capital Group
Florida
$1.04M +$704K +17,278 +213%