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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
$74.7M -$1.61M -31,523 -2%
Bank of America
2
Bank of America
North Carolina
$65M -$560K -10,995 -0.8%
Wells Fargo
3
Wells Fargo
California
$32.1M +$5.01M +98,335 +18%
AL
4
Aspiriant LLC
California
$25.7M +$1.77M +34,717 +7%
RBA
5
Richard Bernstein Advisors
New York
$18.6M +$13.8M +270,509 +256%
AssetMark Inc
6
AssetMark Inc
California
$17M -$21K -413 -0.1%
SWPG
7
Strategic Wealth Partners Group
Illinois
$16.4M -$176K -3,460 -1%
Morgan Stanley
8
Morgan Stanley
New York
$16.4M +$5.45M +107,004 +48%
CWA
9
Consilium Wealth Advisory
Texas
$14.9M +$16K +314 +0.1%
LPL Financial
10
LPL Financial
California
$13.8M -$61.2K -1,201 -0.4%
UBS Group
11
UBS Group
Switzerland
$10.3M +$1.35M +26,593 +15%
Osaic Holdings
12
Osaic Holdings
Arizona
$10M -$5.96M -117,052 -37%
WA
13
Waverly Advisors
Alabama
$9.39M +$45K +883 +0.5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$9.05M +$614K +12,058 +7%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$8.48M +$82.5K +1,620 +1%
AWM
16
AE Wealth Management
Kansas
$8.34M +$7.14M +140,179 +490%
KAS
17
Kestra Advisory Services
Texas
$8.03M -$304K -5,962 -4%
BIA
18
Bell Investment Advisors
California
$7.76M -$968K -19,008 -11%
ACP
19
Aveo Capital Partners
Colorado
$6.58M +$158K +3,107 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$6.5M -$599K -11,763 -8%
BWP
21
BSW Wealth Partners
Colorado
$6.42M -$572K -11,229 -8%
Truist Financial
22
Truist Financial
North Carolina
$5.81M -$89.4K -1,755 -1%
WA
23
WestEnd Advisors
North Carolina
$5.73M +$4.64M +91,213 +367%
RJA
24
Raymond James & Associates
Florida
$5.43M +$1.7M +33,481 +44%
TPWA
25
TRUE Private Wealth Advisors
Oregon
$4.9M +$38.6K +759 +0.8%
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