We are live on ! Find out more
AOR icon

iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1
Aspiriant LLC
California
$78.1M +$19.1M +394,690 +29%
BlackRock
2
BlackRock
New York
$68.9M -$131K -2,708 -0.2%
Bank of America
3
Bank of America
North Carolina
$58M -$2.62M -54,044 -4%
HHGA
4
Halbert Hargrove Global Advisors
California
$52.5M +$2.3M +47,455 +4%
Wells Fargo
5
Wells Fargo
California
$51.1M +$1.81M +37,466 +3%
RJA
6
Raymond James & Associates
Florida
$26.5M +$9.23M +190,642 +48%
BIA
7
Bell Investment Advisors
California
$19.9M -$2.26M -46,643 -10%
Morgan Stanley
8
Morgan Stanley
New York
$18.1M +$1.35M +27,968 +7%
SWPG
9
Strategic Wealth Partners Group
Illinois
$17.3M -$1.95M -40,303 -9%
AssetMark Inc
10
AssetMark Inc
California
$15.1M -$2.2M -45,352 -12%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$14.8M +$5.71M +117,955 +56%
LPL Financial
12
LPL Financial
California
$12.3M -$907K -18,735 -6%
Osaic Holdings
13
Osaic Holdings
Arizona
$10.5M +$2.23M +46,026 +25%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$9.65M -$2.6M -53,684 -20%
KAS
15
Kestra Advisory Services
Texas
$8.96M -$12.5K -259 -0.1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$8.45M -$560K -11,559 -6%
UBS Group
17
UBS Group
Switzerland
$7.64M +$870K +17,967 +12%
WA
18
WestEnd Advisors
North Carolina
$7.36M -$7.49M -154,590 -48%
CWA
19
Consilium Wealth Advisory
Texas
$6.88M +$5.53M +114,257 +290%
Truist Financial
20
Truist Financial
North Carolina
$6.53M +$3.32M +68,580 +89%
Stifel Financial
21
Stifel Financial
Missouri
$6.3M -$3.22M -66,456 -32%
APA
22
American Portfolios Advisors
New York
$6.21M +$32.8K +677 +0.5%
ACP
23
Aveo Capital Partners
Colorado
$6.11M -$51.1K -1,055 -0.8%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$5.44M -$386K -7,973 -6%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$5.39M -$8.22M -169,721 -59%
1
2 3 4 5