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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$88.3M -$938K -20,932 -26%
BlackRock
2
BlackRock
New York
$50.3M +$1.12M +24,922 +2%
Bank of America
3
Bank of America
North Carolina
$48.8M +$1.17M +26,038 +2%
LPL Financial
4
LPL Financial
California
$21M +$763K +17,042 +4%
UBS Group
5
UBS Group
Switzerland
$14.1M -$2.1M -46,949 -13%
Wells Fargo
6
Wells Fargo
California
$13.7M +$321K +7,176 +2%
Morgan Stanley
7
Morgan Stanley
New York
$13.3M -$918K -20,499 -6%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$7.89M +$301K +6,710 +4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$7.23M +$746K +16,661 +12%
MSA
10
Marino Stram & Associates
Massachusetts
$6.63M +$102K +2,266 +2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$6.12M -$303K -6,759 -5%
MFS
12
Madrona Financial Services
Washington
$5.34M +$240K +5,354 +5%
RIA
13
Regal Investment Advisors
Michigan
$5.3M +$5.26M +117,385 New
Jane Street
14
Jane Street
New York
$4.48M +$1.5M +33,380 +51%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$3.85M -$1.12M -24,958 -23%
FHC
16
First Heartland Consultants
Missouri
$3.81M +$86.9K +1,939 +2%
ACP
17
Aveo Capital Partners
Colorado
$3.47M +$414K +9,245 +13%
LIA
18
LBMC Investment Advisors
Tennessee
$3.42M +$23.3K +519 +0.7%
PAMG
19
Patton Albertson Miller Group
Tennessee
$3.4M -$171K -3,817 -5%
BCM
20
Brookstone Capital Management
Illinois
$3.31M +$46.2K +1,032 +1%
NG
21
Northstar Group
New York
$3.07M -$211K -4,716 -6%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.69M +$11.8K +264 +0.4%
WA
23
Waverly Advisors
Alabama
$2.69M +$51.1K +1,141 +2%
AIP
24
Ahrens Investment Partners
Louisiana
$2.62M -$1.14M -25,510 -31%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.48M +$79.1K +1,765 +3%
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