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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
$59.9M +$1.63M +34,808 +3%
SWPG
2
Strategic Wealth Partners Group
Illinois
$57.7M -$256K -5,459 -0.5%
Bank of America
3
Bank of America
North Carolina
$57.4M -$691K -14,750 -1%
AssetMark Inc
4
AssetMark Inc
California
$24.7M +$1.52M +32,419 +7%
Wells Fargo
5
Wells Fargo
California
$20.3M +$2.35M +50,107 +13%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$15.4M +$675K +14,411 +5%
LPL Financial
7
LPL Financial
California
$13.7M -$1.73M -37,039 -11%
PPA
8
Parametric Portfolio Associates
Washington
$13.1M +$804K +17,156 +7%
UBS Group
9
UBS Group
Switzerland
$10.3M +$179K +3,832 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$9.65M +$232K +4,950 +3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$8.79M -$805K -17,179 -9%
Morgan Stanley
12
Morgan Stanley
New York
$7.88M +$599K +12,781 +8%
CFA
13
Cahill Financial Advisors
Minnesota
$7.57M -$414K -8,835 -5%
OFG
14
Oxford Financial Group
Indiana
$7.12M -$159K -3,400 -2%
MSA
15
Marino Stram & Associates
Massachusetts
$6.06M -$643K -13,721 -10%
ACP
16
Aveo Capital Partners
Colorado
$5.69M +$726K +15,509 +15%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$5.23M +$19.1K +407 +0.4%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$4.42M -$353K -7,539 -7%
Truist Financial
19
Truist Financial
North Carolina
$4.3M +$4.21M +89,874 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$4.27M +$3.46M +73,844 +479%
Ameriprise
21
Ameriprise
Minnesota
$4.15M -$4.86M -103,717 -55%
WCG
22
Weaver Consulting Group
California
$4.06M +$113K +2,408 +3%
PAMG
23
Patton Albertson Miller Group
Tennessee
$3.95M +$34K +727 +0.9%
LIA
24
LBMC Investment Advisors
Tennessee
$3.93M -$71.9K -1,535 -2%
WA
25
Waverly Advisors
Alabama
$3.86M +$210K +4,479 +6%
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