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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
$56.1M +$853K +18,671 +2%
Bank of America
2
Bank of America
North Carolina
$55.9M -$4.03M -88,267 -7%
SWPG
3
Strategic Wealth Partners Group
Illinois
$55.9M -$6.3M -138,003 -10%
AssetMark Inc
4
AssetMark Inc
California
$22.3M +$9.49M +207,864 +75%
Wells Fargo
5
Wells Fargo
California
$17.2M -$607K -13,287 -3%
LPL Financial
6
LPL Financial
California
$14.9M -$608K -13,310 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$14.1M +$2.04M +44,708 +17%
PPA
8
Parametric Portfolio Associates
Washington
$11.8M +$421K +9,210 +4%
UBS Group
9
UBS Group
Switzerland
$9.7M -$446K -9,759 -4%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$9.26M -$1.07M -23,343 -10%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$9.06M -$1.15M -25,278 -11%
Ameriprise
12
Ameriprise
Minnesota
$8.76M +$2.78M +60,815 +47%
CFA
13
Cahill Financial Advisors
Minnesota
$7.69M -$2.65M -57,930 -26%
OFG
14
Oxford Financial Group
Indiana
$7.01M -$1.11M -24,324 -14%
Morgan Stanley
15
Morgan Stanley
New York
$7M -$106K -2,322 -2%
MSA
16
Marino Stram & Associates
Massachusetts
$6.47M -$113K -2,477 -2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$5.02M -$113K -2,467 -2%
ACP
18
Aveo Capital Partners
Colorado
$4.86M +$57.5K +1,260 +1%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$4.82M +$334K +7,320 +8%
WCG
20
Weaver Consulting Group
California
$3.92M +$27.9K +611 +0.7%
LIA
21
LBMC Investment Advisors
Tennessee
$3.85M -$21.4K -469 -0.6%
PAMG
22
Patton Albertson Miller Group
Tennessee
$3.77M -$71.4K -1,564 -2%
MFS
23
Madrona Financial Services
Washington
$3.61M +$3.15K +69 +0.1%
MF
24
Madrona Funds
Washington
$3.61M +$3.58M +78,463 New
FHC
25
First Heartland Consultants
Missouri
$3.47M -$36.2K -792 -1%
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