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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$46.4M +$1.73M +38,266 +4%
Bank of America
2
Bank of America
North Carolina
$44.1M -$2.74M -60,614 -6%
LPL Financial
3
LPL Financial
California
$19.9M +$837K +18,510 +4%
UBS Group
4
UBS Group
Switzerland
$16.3M +$49.6K +1,098 +0.3%
Morgan Stanley
5
Morgan Stanley
New York
$13.8M +$135K +2,992 +1%
Wells Fargo
6
Wells Fargo
California
$13.1M -$736K -16,282 -5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12.9M +$543 +12 +0%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$7.31M +$310K +6,853 +4%
MSA
9
Marino Stram & Associates
Massachusetts
$6.54M +$182K +4,028 +3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$6.37M -$5.96M -131,774 -48%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$6.34M +$410K +9,075 +7%
MFS
12
Madrona Financial Services
Washington
$5.34M +$449K +9,929 +9%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$4.91M +$398K +8,807 +9%
LFS
14
Legacy Financial Strategies
Kansas
$4.28M +$2.28M +50,418 +111%
Ameriprise
15
Ameriprise
Minnesota
$4M +$726K +16,059 +21%
PAMG
16
Patton Albertson Miller Group
Tennessee
$3.79M -$115K -2,536 -3%
Lido Advisors
17
Lido Advisors
California
$3.76M -$1.26M -27,803 -25%
BCM
18
Brookstone Capital Management
Illinois
$3.42M -$1.89M -41,738 -35%
FHC
19
First Heartland Consultants
Missouri
$3.35M +$258K +5,712 +8%
LIA
20
LBMC Investment Advisors
Tennessee
$3.32M +$81.2K +1,795 +2%
NG
21
Northstar Group
New York
$3.21M +$96.9K +2,142 +3%
ACP
22
Aveo Capital Partners
Colorado
$3.1M +$209K +4,624 +7%
HighTower Advisors
23
HighTower Advisors
Illinois
$2.63M -$58K -1,282 -2%
WA
24
Waverly Advisors
Alabama
$2.57M +$780K +17,248 +43%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.37M -$257K -5,675 -10%
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