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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
$74.8M +$2.28M +42,891 +3%
Bank of America
2
Bank of America
North Carolina
$63.1M +$619K +11,637 +1%
AWM
3
AE Wealth Management
Kansas
$46M +$44.3M +832,986 +3,285%
SWPG
4
Strategic Wealth Partners Group
Illinois
$39.8M -$3.43M -64,570 -8%
AssetMark Inc
5
AssetMark Inc
California
$29.7M +$484K +9,106 +2%
Wells Fargo
6
Wells Fargo
California
$20.5M -$9.7M -182,368 -32%
Morgan Stanley
7
Morgan Stanley
New York
$15.5M +$490K +9,217 +3%
LPL Financial
8
LPL Financial
California
$14.2M +$364K +6,851 +3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$10.8M +$295K +5,550 +3%
KAS
10
Kestra Advisory Services
Texas
$10.8M -$809K -15,201 -7%
AWA
11
ARQ Wealth Advisors
Arizona
$9.74M +$141K +2,650 +1%
UBS Group
12
UBS Group
Switzerland
$9.57M +$120K +2,252 +1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$9.14M +$997K +18,736 +12%
ACP
14
Aveo Capital Partners
Colorado
$8.92M +$8.86M +166,496 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$8.07M +$1.01M +18,918 +14%
Osaic Holdings
16
Osaic Holdings
Arizona
$7.98M -$178K -3,352 -2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$6.46M -$1.36M -25,499 -17%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$6.33M +$120K +2,252 +2%
WCG
19
Weaver Consulting Group
California
$4.84M -$130K -2,435 -3%
LIA
20
LBMC Investment Advisors
Tennessee
$4.36M -$53.8K -1,011 -1%
WSTAM
21
Wilbanks Smith & Thomas Asset Management
Virginia
$4.36M +$4.33M +81,318 New
FHC
22
Fort Henry Capital
West Virginia
$4.3M +$311K +5,843 +8%
PAMG
23
Patton Albertson Miller Group
Tennessee
$4.21M -$313K -5,888 -7%
MFS
24
Madrona Financial Services
Washington
$4.16M +$279K +5,250 +7%
MSA
25
Marino Stram & Associates
Massachusetts
$4.01M -$94K -1,768 -2%
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