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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
$67.6M -$48.7M -1,121,427 -43%
SWPG
2
Strategic Wealth Partners Group
Illinois
$61.8M -$3.34M -76,887 -5%
BlackRock
3
BlackRock
New York
$52.8M +$999K +22,990 +2%
Wells Fargo
4
Wells Fargo
California
$16.5M -$76.2M -1,753,723 -83%
LPL Financial
5
LPL Financial
California
$15.3M -$897K -20,639 -6%
PPA
6
Parametric Portfolio Associates
Washington
$12.7M -$1.33M -30,653 -10%
AssetMark Inc
7
AssetMark Inc
California
$11.7M +$11.4M +262,339 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$10.8M +$2.06M +47,360 +24%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$10.2M -$508K -11,694 -5%
CFA
10
Cahill Financial Advisors
Minnesota
$10.1M +$9.28M +213,583 +1,713%
UBS Group
11
UBS Group
Switzerland
$9.92M -$4.82M -110,835 -33%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$9.09M +$1.01M +23,296 +13%
BFG
13
Barber Financial Group
Kansas
$8.93M +$8.68M +199,815 New
OFG
14
Oxford Financial Group
Indiana
$7.86M -$25.2K -580 -0.3%
Morgan Stanley
15
Morgan Stanley
New York
$7.5M -$14.2M -325,778 -66%
MSA
16
Marino Stram & Associates
Massachusetts
$6.51M -$141K -3,244 -2%
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$5.88M -$265K -6,109 -4%
MFS
18
Madrona Financial Services
Washington
$5.34M +$21.6K +498 +0.4%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$5.14M -$147K -3,374 -3%
Ameriprise
20
Ameriprise
Minnesota
$4.6M -$1.52M -35,005 -25%
ACP
21
Aveo Capital Partners
Colorado
$4.16M +$162K +3,733 +4%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$3.9M -$796K -18,309 -17%
WCG
23
Weaver Consulting Group
California
$3.82M +$3.67M +84,423 New
LIA
24
LBMC Investment Advisors
Tennessee
$3.8M +$34.9K +802 +1%
PAMG
25
Patton Albertson Miller Group
Tennessee
$3.64M -$96.7K -2,225 -3%