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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
$322M +$267M +5,676,161 +497%
RJA
2
Raymond James & Associates
Florida
$98.5M +$70.5M +1,498,040 +253%
Bank of America
3
Bank of America
North Carolina
$85.8M +$24.7M +525,157 +41%
BlackRock
4
BlackRock
New York
$73.3M +$707K +15,023 +1%
Morgan Stanley
5
Morgan Stanley
New York
$49.8M +$30.7M +651,690 +161%
AL
6
Aspiriant LLC
California
$30.1M -$52M -1,104,893 -63%
Stifel Financial
7
Stifel Financial
Missouri
$27.3M +$20.6M +438,160 +312%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$25.9M +$20.2M +428,418 +356%
AT
9
Arden Trust
Delaware
$24.3M +$24.2M +514,670 New
Franklin Resources
10
Franklin Resources
California
$24.1M +$24M +509,998 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$22.2M +$6.62M +140,610 +43%
Osaic Holdings
12
Osaic Holdings
Arizona
$21.2M +$10.2M +216,078 +92%
RBA
13
Richard Bernstein Advisors
New York
$18.2M +$18.2M +386,801 New
UBS Group
14
UBS Group
Switzerland
$18.1M +$10M +212,461 +125%
WA
15
WestEnd Advisors
North Carolina
$16.9M +$9.11M +193,533 +118%
SWPG
16
Strategic Wealth Partners Group
Illinois
$16.4M -$1.82M -38,578 -10%
AssetMark Inc
17
AssetMark Inc
California
$15.8M -$105K -2,224 -0.7%
LPL Financial
18
LPL Financial
California
$14.5M +$1.58M +33,585 +12%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$14.1M +$3.91M +83,050 +39%
BIA
20
Bell Investment Advisors
California
$10.8M -$10.1M -215,098 -48%
Truist Financial
21
Truist Financial
North Carolina
$10.2M +$3.35M +71,109 +49%
Brown Advisory
22
Brown Advisory
Maryland
$10.2M +$5.77M +122,612 +132%
KAS
23
Kestra Advisory Services
Texas
$9.48M +$51.7K +1,099 +0.5%
WA
24
Waverly Advisors
Alabama
$8.9M +$5.43M +115,359 +157%
Ameriprise
25
Ameriprise
Minnesota
$8.67M +$6.72M +142,810 +348%
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