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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
$44.8M +$499K +11,310 +1%
BlackRock
2
BlackRock
New York
$44M +$1.09M +24,614 +3%
SWPG
3
Strategic Wealth Partners Group
Illinois
$35.3M -$810K -18,362 -2%
LPL Financial
4
LPL Financial
California
$18.5M +$3.05M +69,207 +20%
UBS Group
5
UBS Group
Switzerland
$15.8M +$129K +2,934 +0.8%
Morgan Stanley
6
Morgan Stanley
New York
$13.5M +$316K +7,153 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12.9M -$1.76K -40 -0%
Wells Fargo
8
Wells Fargo
California
$12.7M -$145K -3,296 -1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$10.4M +$2.43M +55,042 +31%
Lido Advisors
10
Lido Advisors
California
$6.34M +$2.94M +66,651 +91%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.69M +$117K +2,654 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.6M +$157K +3,555 +3%
MFS
13
Madrona Financial Services
Washington
$5.08M +$571K +12,936 +13%
RIA
14
Regal Investment Advisors
Michigan
$3.97M +$462K +10,476 +13%
PAMG
15
Patton Albertson Miller Group
Tennessee
$3.97M -$47.4K -1,075 -1%
LIA
16
LBMC Investment Advisors
Tennessee
$3.26M +$36.8K +833 +1%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$3.22M +$1.36M +30,851 +75%
FHC
18
First Heartland Consultants
Missouri
$2.93M +$132K +2,982 +5%
NG
19
Northstar Group
New York
$2.78M +$47.2K +1,070 +2%
HighTower Advisors
20
HighTower Advisors
Illinois
$2.75M +$16.1K +366 +0.6%
Ameriprise
21
Ameriprise
Minnesota
$2.63M +$449K +10,182 +21%
ACP
22
Aveo Capital Partners
Colorado
$2.44M +$637K +14,438 +36%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.37M -$78K -1,767 -3%
AAS
24
Annex Advisory Services
Wisconsin
$2.13M +$216K +4,903 +12%
JWM
25
Jackson Wealth Management
Florida
$2.07M +$8.07K +183 +0.4%