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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
$79.4M +$566K +11,252 +0.7%
Bank of America
2
Bank of America
North Carolina
$68.3M -$1.99M -39,453 -3%
Wells Fargo
3
Wells Fargo
California
$28.4M -$4.19M -83,224 -13%
AL
4
Aspiriant LLC
California
$25M +$731K +14,519 +3%
AssetMark Inc
5
AssetMark Inc
California
$17.7M -$13.6K -271 -0.1%
SWPG
6
Strategic Wealth Partners Group
Illinois
$17.3M -$158K -3,140 -0.9%
Osaic Holdings
7
Osaic Holdings
Arizona
$16.5M +$396K +7,864 +3%
CWA
8
Consilium Wealth Advisory
Texas
$15.5M +$8.57M +170,309 +130%
LPL Financial
9
LPL Financial
California
$14.4M +$445K +8,836 +3%
Morgan Stanley
10
Morgan Stanley
New York
$11.5M -$5.57M -110,648 -33%
WA
11
Waverly Advisors
Alabama
$9.73M +$43.6K +866 +0.5%
UBS Group
12
UBS Group
Switzerland
$9.35M +$722K +14,354 +9%
BIA
13
Bell Investment Advisors
California
$9.05M -$1.76M -35,043 -17%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.8M -$1.57M -31,184 -15%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$8.75M -$202K -4,012 -2%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$8.72M +$7.14M +141,943 +525%
KAS
17
Kestra Advisory Services
Texas
$8.67M -$754K -14,989 -8%
BCM
18
BlueCrest Capital Management
Jersey
$7.43M +$5.48M +108,900 +306%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$7.38M +$41.4K +823 +0.6%
BWP
20
BSW Wealth Partners
Colorado
$7.26M +$589K +11,701 +9%
ACP
21
Aveo Capital Partners
Colorado
$6.69M +$9.21K +183 +0.1%
Truist Financial
22
Truist Financial
North Carolina
$6.14M -$1.07M -21,332 -15%
RBA
23
Richard Bernstein Advisors
New York
$5.44M -$2.8M -55,543 -34%
TPWA
24
TRUE Private Wealth Advisors
Oregon
$5.06M +$338K +6,723 +7%
UW
25
Unique Wealth
Florida
$4.47M +$129K +2,566 +3%
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