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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWPG
1
Strategic Wealth Partners Group
Illinois
$62.2M -$1.47M -32,549 -2%
Bank of America
2
Bank of America
North Carolina
$59.9M -$9.45M -209,780 -14%
BlackRock
3
BlackRock
New York
$55.1M +$765K +16,990 +1%
VFP
4
Verus Financial Partners
Virginia
$24M +$2.26M +50,198 +161%
Wells Fargo
5
Wells Fargo
California
$17.8M +$753K +16,711 +5%
LPL Financial
6
LPL Financial
California
$15.5M -$260K -5,774 -2%
AssetMark Inc
7
AssetMark Inc
California
$12.7M +$621K +13,790 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$12.1M +$980K +21,754 +9%
PPA
9
Parametric Portfolio Associates
Washington
$11.4M -$1.61M -35,645 -13%
CFA
10
Cahill Financial Advisors
Minnesota
$10.3M -$51.9K -1,153 -0.5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$10.3M +$941K +20,890 +10%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$10.2M -$245K -5,428 -2%
UBS Group
13
UBS Group
Switzerland
$10.1M -$66.1K -1,467 -0.7%
OFG
14
Oxford Financial Group
Indiana
$8.12M +$30.1K +668 +0.4%
Morgan Stanley
15
Morgan Stanley
New York
$7.1M -$604K -13,407 -8%
MSA
16
Marino Stram & Associates
Massachusetts
$6.58M -$120K -2,670 -2%
Ameriprise
17
Ameriprise
Minnesota
$5.88M +$1.16M +25,729 +25%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$5.13M -$166K -3,682 -3%
ACP
19
Aveo Capital Partners
Colorado
$4.71M +$411K +9,134 +10%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$4.48M +$455K +10,094 +12%
SFWA
21
Summit Financial Wealth Advisors
Louisiana
$4.25M -$1.74M -38,646 -30%
WCG
22
Weaver Consulting Group
California
$3.92M +$32.8K +728 +0.9%
LIA
23
LBMC Investment Advisors
Tennessee
$3.87M -$38.4K -852 -1%
PAMG
24
Patton Albertson Miller Group
Tennessee
$3.77M +$89.3K +1,983 +2%
MFS
25
Madrona Financial Services
Washington
$3.61M -$1.85M -40,981 -34%