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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
$47.2M +$2.3M +50,672 +5%
BlackRock
2
BlackRock
New York
$45.1M +$1.02M +22,477 +2%
SWPG
3
Strategic Wealth Partners Group
Illinois
$29.6M -$5.83M -128,406 -16%
VFP
4
Verus Financial Partners
Virginia
$23.3M +$3.47M +76,300 +739%
LPL Financial
5
LPL Financial
California
$19.3M +$726K +15,969 +4%
UBS Group
6
UBS Group
Switzerland
$16.4M +$533K +11,730 +3%
Wells Fargo
7
Wells Fargo
California
$13.9M +$1.23M +26,989 +10%
Morgan Stanley
8
Morgan Stanley
New York
$13.8M +$249K +5,484 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$13M +$45K +991 +0.3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$12.3M +$1.95M +43,021 +19%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$7.06M +$1.37M +30,198 +24%
MSA
12
Marino Stram & Associates
Massachusetts
$6.42M +$6.49M +142,816 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.98M +$380K +8,353 +7%
BCM
14
Brookstone Capital Management
Illinois
$5.32M +$3.64M +80,180 +209%
Lido Advisors
15
Lido Advisors
California
$5.04M -$1.26M -27,812 -20%
MFS
16
Madrona Financial Services
Washington
$4.94M -$151K -3,327 -3%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$4.55M +$1.34M +29,575 +41%
PAMG
18
Patton Albertson Miller Group
Tennessee
$3.94M -$32.9K -725 -0.8%
Ameriprise
19
Ameriprise
Minnesota
$3.27M +$753K +16,578 +28%
LIA
20
LBMC Investment Advisors
Tennessee
$3.27M +$2.5K +55 +0.1%
NG
21
Northstar Group
New York
$3.15M +$391K +8,595 +14%
FHC
22
First Heartland Consultants
Missouri
$3.12M +$191K +4,204 +6%
ACP
23
Aveo Capital Partners
Colorado
$2.92M +$484K +10,653 +20%
HighTower Advisors
24
HighTower Advisors
Illinois
$2.7M -$59.1K -1,301 -2%
GFPC
25
Global Financial Private Capital
Florida
$2.66M +$594K +13,073 +122%