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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
$76.7M -$1.01M -20,597 -1%
Bank of America
2
Bank of America
North Carolina
$68.4M -$22.3M -452,822 -25%
Wells Fargo
3
Wells Fargo
California
$31.8M -$304M -6,183,626 -91%
AL
4
Aspiriant LLC
California
$23.6M -$8.22M -167,003 -26%
AssetMark Inc
5
AssetMark Inc
California
$17.3M +$481K +9,768 +3%
SWPG
6
Strategic Wealth Partners Group
Illinois
$16.9M -$502K -10,204 -3%
Morgan Stanley
7
Morgan Stanley
New York
$16.7M -$35.5M -721,661 -68%
Osaic Holdings
8
Osaic Holdings
Arizona
$15.6M -$6.76M -137,413 -31%
LPL Financial
9
LPL Financial
California
$13.6M -$1.79M -36,287 -12%
BIA
10
Bell Investment Advisors
California
$10.6M -$893K -18,155 -8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$10.1M -$4.74M -96,360 -32%
WA
12
Waverly Advisors
Alabama
$9.42M -$28.1K -571 -0.3%
KAS
13
Kestra Advisory Services
Texas
$9.18M -$866K -17,612 -9%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$8.71M -$420K -8,531 -5%
UBS Group
15
UBS Group
Switzerland
$8.37M -$10.6M -215,710 -56%
RBA
16
Richard Bernstein Advisors
New York
$8.07M -$11.1M -225,578 -58%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$7.13M +$217K +4,410 +3%
Truist Financial
18
Truist Financial
North Carolina
$7.04M -$3.75M -76,298 -35%
CWA
19
Consilium Wealth Advisory
Texas
$6.54M -$76.2K -1,548 -1%
ACP
20
Aveo Capital Partners
Colorado
$6.49M -$79.3K -1,611 -1%
BWP
21
BSW Wealth Partners
Colorado
$6.47M -$355K -7,223 -5%
PAMG
22
Patton Albertson Miller Group
Tennessee
$5.35M -$1.39M -28,257 -21%
WA
23
WestEnd Advisors
North Carolina
$5.33M -$17.6M -357,932 Closed
RJA
24
Raymond James & Associates
Florida
$5.12M -$97.8M -1,987,291 -95%
Jane Street
25
Jane Street
New York
$5.01M +$2.04M +41,438 +70%
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