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iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$106M +$83.3M +1,467,687 +383%
BlackRock
2
BlackRock
New York
$85.4M +$2.84M +49,994 +3%
Bank of America
3
Bank of America
North Carolina
$67.1M +$2.73M +48,036 +4%
SWPG
4
Strategic Wealth Partners Group
Illinois
$37M -$2.71M -47,787 -7%
UBS Group
5
UBS Group
Switzerland
$32M +$22.7M +400,552 +249%
BIA
6
Bell Investment Advisors
California
$30.4M +$1.25M +21,945 +4%
AssetMark Inc
7
AssetMark Inc
California
$20.7M -$758K -13,367 -4%
Morgan Stanley
8
Morgan Stanley
New York
$19.9M +$1.8M +31,672 +10%
GM
9
GeoWealth Management
Illinois
$18.6M +$16.4M +288,654 +765%
WA
10
WestEnd Advisors
North Carolina
$18.5M +$18.4M +324,964 New
LPL Financial
11
LPL Financial
California
$17.7M +$904K +15,938 +5%
WSTAM
12
Wilbanks Smith & Thomas Asset Management
Virginia
$13.2M -$292K -5,151 -2%
RJA
13
Raymond James & Associates
Florida
$12.5M +$12.1M +212,983 +4,120%
Osaic Holdings
14
Osaic Holdings
Arizona
$12.3M +$2.02M +35,688 +20%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$11.9M +$112K +1,966 +1%
KAS
16
Kestra Advisory Services
Texas
$11.8M -$59.2K -1,044 -0.5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$11.6M -$4.66M -82,184 -29%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$10.6M +$8.24M +145,178 +361%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$8.65M +$2.03M +35,827 +31%
ACP
20
Aveo Capital Partners
Colorado
$8.57M -$41.9K -738 -0.5%
AL
21
Aspiriant LLC
California
$8.06M +$2.72M +47,949 +51%
AI
22
Atria Investments
North Carolina
$7.99M +$7.94M +139,947 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$7.77M -$633K -11,156 -8%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$7.26M +$74.6K +1,314 +1%
IPW
25
IronBridge Private Wealth
Texas
$6.57M +$6.53M +115,062 New
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