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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
$80M +$1.83M +33,145 +2%
Bank of America
2
Bank of America
North Carolina
$62.9M -$3M -54,228 -5%
Wells Fargo
3
Wells Fargo
California
$21.1M -$421K -7,616 -2%
AssetMark Inc
4
AssetMark Inc
California
$20.7M -$10.2M -184,728 -33%
Morgan Stanley
5
Morgan Stanley
New York
$16M -$249K -4,514 -2%
LPL Financial
6
LPL Financial
California
$14.9M -$5.58K -101 -0%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$12.7M +$7.99M +144,701 +178%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$11.8M +$425K +7,689 +4%
KAS
9
Kestra Advisory Services
Texas
$11.3M -$6.85K -124 -0.1%
AWA
10
ARQ Wealth Advisors
Arizona
$10.7M +$546K +9,892 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.51M -$45.5K -824 -0.5%
ACP
12
Aveo Capital Partners
Colorado
$9.35M +$23K +416 +0.2%
UBS Group
13
UBS Group
Switzerland
$9.18M -$817K -14,789 -8%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$8.4M -$39.9K -722 -0.5%
Osaic Holdings
15
Osaic Holdings
Arizona
$8.38M +$46.6K +844 +0.6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$6.87M +$252K +4,555 +4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$6.21M -$532K -9,635 -8%
WCG
18
Weaver Consulting Group
California
$5.04M -$17.5K -316 -0.3%
FHC
19
Fort Henry Capital
West Virginia
$4.71M +$212K +3,846 +5%
AL
20
Aspiriant LLC
California
$4.59M +$1.56M +28,166 +52%
MFS
21
Madrona Financial Services
Washington
$4.45M +$96K +1,738 +2%
LIA
22
LBMC Investment Advisors
Tennessee
$4.43M -$129K -2,334 -3%
PAMG
23
Patton Albertson Miller Group
Tennessee
$4.26M -$142K -2,569 -3%
HIP
24
Harrell Investment Partners
Texas
$4.02M +$1.18M +21,385 +42%
WA
25
Waverly Advisors
Alabama
$3.89M +$117K +2,123 +3%
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