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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
$109M +$66.4M +1,551,567 +143%
Wells Fargo
2
Wells Fargo
California
$87.7M +$77.9M +1,820,632 +601%
SWPG
3
Strategic Wealth Partners Group
Illinois
$60.3M +$62.5M +1,460,032 New
BlackRock
4
BlackRock
New York
$47.9M +$1.89M +44,143 +4%
RJA
5
Raymond James & Associates
Florida
$35.7M +$36.3M +848,751 +5,550%
Morgan Stanley
6
Morgan Stanley
New York
$20.4M +$8.49M +198,367 +67%
LPL Financial
7
LPL Financial
California
$15M -$4.39M -102,445 -22%
UBS Group
8
UBS Group
Switzerland
$13.7M +$881K +20,571 +7%
PPA
9
Parametric Portfolio Associates
Washington
$13M +$13.4M +314,138 New
BTS
10
BB&T Securities
Virginia
$10.8M +$9.86M +230,390 +735%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$9.88M +$3.38M +78,918 +49%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$7.99M +$5.92M +138,357 +252%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$7.44M +$223K +5,212 +3%
OFG
14
Oxford Financial Group
Indiana
$7.29M +$7.55M +176,430 New
MSA
15
Marino Stram & Associates
Massachusetts
$6.06M +$83.9K +1,959 +1%
Ameriprise
16
Ameriprise
Minnesota
$5.7M +$3.37M +78,670 +133%
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$5.66M +$5.87M +137,022 New
RIA
18
Regal Investment Advisors
Michigan
$5.04M +$200K +4,675 +4%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$4.94M +$4.98M +116,352 +3,625%
MFS
20
Madrona Financial Services
Washington
$4.91M +$27.5K +643 +0.5%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$4.89M -$739K -17,274 -13%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$4.37M +$867K +20,244 +24%
ACP
23
Aveo Capital Partners
Colorado
$3.69M +$378K +8,828 +11%
PAMG
24
Patton Albertson Miller Group
Tennessee
$3.62M +$122K +2,859 +4%
FHC
25
First Heartland Consultants
Missouri
$3.49M