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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$80.2M +$935K +16,577 +1%
Bank of America
2
Bank of America
North Carolina
$62.6M +$235K +4,163 +0.4%
AWM
3
AE Wealth Management
Kansas
$52.9M +$51.6M +915,248 +2,438%
SWPG
4
Strategic Wealth Partners Group
Illinois
$38.6M +$39.3M +696,114 New
BIA
5
Bell Investment Advisors
California
$28.3M +$28.8M +510,962 New
Wells Fargo
6
Wells Fargo
California
$21.2M +$385K +6,824 +2%
AssetMark Inc
7
AssetMark Inc
California
$20.8M +$332K +5,890 +2%
Morgan Stanley
8
Morgan Stanley
New York
$17.6M +$1.76M +31,192 +11%
LPL Financial
9
LPL Financial
California
$16.3M +$1.62M +28,742 +11%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$15.8M +$6.47M +114,703 +68%
WSTAM
11
Wilbanks Smith & Thomas Asset Management
Virginia
$13.1M +$543K +9,631 +4%
KAS
12
Kestra Advisory Services
Texas
$11.5M +$355K +6,289 +3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$11.4M -$221K -3,922 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$9.99M +$1.71M +30,369 +20%
UBS Group
15
UBS Group
Switzerland
$8.92M -$178K -3,156 -2%
ACP
16
Aveo Capital Partners
Colorado
$8.37M -$900K -15,960 -10%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$8.17M -$159K -2,815 -2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$6.98M +$171K +3,040 +2%
WA
19
WestEnd Advisors
North Carolina
$6.47M
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$6.42M +$272K +4,822 +4%
AL
21
Aspiriant LLC
California
$5.17M +$635K +11,260 +14%
WCG
22
Weaver Consulting Group
California
$5.05M +$58.3K +1,033 +1%
FHC
23
Fort Henry Capital
West Virginia
$4.75M +$85.4K +1,515 +2%
MFS
24
Madrona Financial Services
Washington
$4.62M +$223K +3,951 +5%
LIA
25
LBMC Investment Advisors
Tennessee
$4.38M +$2.11M +37,344 +47%