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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
$43.1M +$1.62M +37,572 +4%
BlackRock
2
BlackRock
New York
$41.7M +$2.13M +49,478 +5%
SWPG
3
Strategic Wealth Partners Group
Illinois
$35.2M -$1.12M -26,060 -3%
UBS Group
4
UBS Group
Switzerland
$15.2M +$74.5K +1,727 +0.5%
LPL Financial
5
LPL Financial
California
$15M +$746K +17,299 +5%
Morgan Stanley
6
Morgan Stanley
New York
$12.8M -$737K -17,095 -6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12.6M +$1.9K +44 +0%
Wells Fargo
8
Wells Fargo
California
$12.5M -$2.06M -47,687 -14%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$7.71M +$1.51M +34,935 +25%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$5.42M +$423K +9,805 +9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.29M +$64.2K +1,488 +1%
MFS
12
Madrona Financial Services
Washington
$4.37M +$261K +6,043 +6%
PAMG
13
Patton Albertson Miller Group
Tennessee
$3.96M -$124K -2,867 -3%
RIA
14
Regal Investment Advisors
Michigan
$3.41M +$213K +4,946 +7%
Lido Advisors
15
Lido Advisors
California
$3.2M +$773K +17,927 +32%
LIA
16
LBMC Investment Advisors
Tennessee
$3.13M -$90.8K -2,105 -3%
FHC
17
First Heartland Consultants
Missouri
$2.72M +$773K +17,918 +40%
HighTower Advisors
18
HighTower Advisors
Illinois
$2.67M +$2.41M +56,002 +1,098%
NG
19
Northstar Group
New York
$2.66M +$869K +20,154 +50%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.38M +$18.8K +437 +0.8%
Ameriprise
21
Ameriprise
Minnesota
$2.14M +$213K +4,946 +11%
JWM
22
Jackson Wealth Management
Florida
$2.03M +$47.4K +1,100 +2%
AIP
23
Ahrens Investment Partners
Louisiana
$2.03M +$669K +15,512 +50%
AAS
24
Annex Advisory Services
Wisconsin
$1.86M +$174K +4,031 +10%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$1.79M +$332K +7,694 +23%