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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
$81.9M +$1.15M +21,205 +1%
Bank of America
2
Bank of America
North Carolina
$60.7M -$2.76M -50,719 -4%
HHGA
3
Halbert Hargrove Global Advisors
California
$49.6M +$50M +918,796 New
Wells Fargo
4
Wells Fargo
California
$32.3M -$68.1M -1,251,463 -68%
SWPG
5
Strategic Wealth Partners Group
Illinois
$31.6M -$3.4M -62,389 -10%
AssetMark Inc
6
AssetMark Inc
California
$20.1M +$499K +9,160 +3%
Morgan Stanley
7
Morgan Stanley
New York
$18.8M +$6.37K +117 +0%
LPL Financial
8
LPL Financial
California
$16.7M +$5.45K +100 +0%
WA
9
WestEnd Advisors
North Carolina
$12.7M -$17.7M -324,964 Closed
WSTAM
10
Wilbanks Smith & Thomas Asset Management
Virginia
$12M +$316K +5,813 +3%
KAS
11
Kestra Advisory Services
Texas
$11.1M -$49.3K -906 -0.4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$11M -$212K -3,885 -2%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$10.7M +$5.14M +94,332 +90%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$10.6M -$332K -6,106 -3%
UBS Group
15
UBS Group
Switzerland
$10.6M -$19.9M -365,028 -65%
Osaic Holdings
16
Osaic Holdings
Arizona
$9.48M -$1.6M -29,350 -14%
AI
17
Atria Investments
North Carolina
$9.38M +$1.84M +33,817 +24%
AL
18
Aspiriant LLC
California
$9.35M +$1.75M +32,108 +23%
ACP
19
Aveo Capital Partners
Colorado
$7.9M -$203K -3,728 -2%
APA
20
American Portfolios Advisors
New York
$7.33M +$7.34M +134,796 +13,507%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$7.04M +$178K +3,276 +3%
Jane Street
22
Jane Street
New York
$6.21M +$6.26M +115,020 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$6.2M -$3.84M -70,525 -38%
CWA
24
Consilium Wealth Advisory
Texas
$5.98M +$1.28M +23,439 +27%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$5.89M -$2.31M -42,453 -28%
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