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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
$264M +$217M +5,367,669 +476%
SWPG
2
Strategic Wealth Partners Group
Illinois
$56.7M -$423K -10,464 -0.7%
BIT
3
BlackRock Institutional Trust
California
$34.4M +$2.21M +54,545 +7%
Wells Fargo
4
Wells Fargo
California
$19.5M +$7.76M +191,843 +66%
UBS Group
5
UBS Group
Switzerland
$14.4M +$29.5K +730 +0.2%
Morgan Stanley
6
Morgan Stanley
New York
$13.5M +$4.34M +107,198 +47%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12M +$11.9M +293,674 +16,154%
LPL Financial
8
LPL Financial
California
$8.93M +$1.61M +39,856 +22%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$6.13M +$609K +15,042 +11%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.75M +$405K +10,010 +9%
SCA
11
Snowden Capital Advisors
New York
$4.58M -$165K -4,079 -3%
PAMG
12
Patton Albertson Miller Group
Tennessee
$3.63M -$64.8K -1,602 -2%
MFS
13
Madrona Financial Services
Washington
$2.98M +$39.4K +974 +1%
LIA
14
LBMC Investment Advisors
Tennessee
$2.81M -$405 -10 -0%
RIA
15
Regal Investment Advisors
Michigan
$2.72M +$129K +3,196 +5%
VWA
16
V Wealth Advisors
Kansas
$2.38M +$337K +8,341 +17%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.21M +$42K +1,039 +2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.02M +$253K +6,262 +14%
JWM
19
Jackson Wealth Management
Florida
$1.75M -$35.8K -885 -2%
ACP
20
Aveo Capital Partners
Colorado
$1.68M +$1.67M +41,310 New
AAS
21
Annex Advisory Services
Wisconsin
$1.52M +$79.4K +1,963 +6%
BWA
22
Burt Wealth Advisors
Maryland
$1.49M -$8.58K -212 -0.6%
SCM
23
Stonehearth Capital Management
Massachusetts
$1.48M +$12.6K +311 +0.9%
Ameriprise
24
Ameriprise
Minnesota
$1.47M +$292K +7,218 +25%
CAN
25
Cetera Advisor Networks
California
$1.45M -$450K -11,130 -24%