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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
$40.3M -$231M -5,544,519 -85%
BlackRock
2
BlackRock
New York
$38.4M +$37.8M +906,178 +159,538%
SWPG
3
Strategic Wealth Partners Group
Illinois
$35.3M -$23.5M -563,978 -40%
UBS Group
4
UBS Group
Switzerland
$14.7M -$314K -7,542 -2%
Wells Fargo
5
Wells Fargo
California
$14.1M -$6.17M -148,012 -31%
LPL Financial
6
LPL Financial
California
$13.8M +$4.44M +106,555 +49%
Morgan Stanley
7
Morgan Stanley
New York
$13.2M -$944K -22,651 -7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$12.2M -$311K -7,457 -3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$6.01M -$383K -9,193 -6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.08M +$115K +2,771 +2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$4.85M +$2.7M +64,714 +130%
MFS
12
Madrona Financial Services
Washington
$3.99M +$863K +20,705 +28%
PAMG
13
Patton Albertson Miller Group
Tennessee
$3.97M +$114K +2,727 +3%
LIA
14
LBMC Investment Advisors
Tennessee
$3.14M +$195K +4,669 +7%
RIA
15
Regal Investment Advisors
Michigan
$3.1M +$256K +6,149 +9%
Lido Advisors
16
Lido Advisors
California
$2.39M +$2.31M +55,468 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.3M -$15.3K -367 -0.7%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.99M +$1.96M +46,974 New
JWM
19
Jackson Wealth Management
Florida
$1.89M +$96.6K +2,318 +5%
FHC
20
First Heartland Consultants
Missouri
$1.88M +$1.58M +38,015 +597%
Ameriprise
21
Ameriprise
Minnesota
$1.84M +$300K +7,205 +20%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$1.8M +$658K +15,790 +59%
RCG
23
Ruggie Capital Group
Florida
$1.73M +$1.37M +32,839 +414%
NG
24
Northstar Group
New York
$1.73M +$353K +8,467 +27%
AAS
25
Annex Advisory Services
Wisconsin
$1.63M +$45.6K +1,094 +3%