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
BlackRock
1
BlackRock
New York
$87.5M +$521K +9,658 +0.6%
Bank of America
2
Bank of America
North Carolina
$67.9M -$1.52M -28,236 -2%
MFIM
3
Mesirow Financial Investment Management
Illinois
$34.5M -$20.4M -377,767 -38%
AL
4
Aspiriant LLC
California
$23.1M -$2.65M -49,052 -11%
Wells Fargo
5
Wells Fargo
California
$22.7M -$108M -1,996,859 -83%
AssetMark Inc
6
AssetMark Inc
California
$21.3M +$3.11M +57,732 +18%
SWPG
7
Strategic Wealth Partners Group
Illinois
$17.8M -$335K -6,216 -2%
Morgan Stanley
8
Morgan Stanley
New York
$17.7M -$10.8M -201,104 -39%
LPL Financial
9
LPL Financial
California
$17.4M +$1.04M +19,283 +7%
CWA
10
Consilium Wealth Advisory
Texas
$16.9M +$386K +7,156 +2%
WA
11
Waverly Advisors
Alabama
$13.5M +$2.69M +49,956 +26%
GM
12
GeoWealth Management
Illinois
$13.3M +$12.9M +238,299 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$9.92M -$4.25M -78,823 -31%
LGA
14
Lebenthal Global Advisors
New York
$9.85M +$57.2K +1,060 +0.6%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$9.69M +$96.7K +1,794 +1%
Osaic Holdings
16
Osaic Holdings
Arizona
$9.48M -$140K -2,597 -2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$9.13M -$187K -3,476 -2%
UBS Group
18
UBS Group
Switzerland
$8.92M +$23.7K +440 +0.3%
Ameriprise
19
Ameriprise
Minnesota
$8.91M -$4.06M -75,211 -32%
BIA
20
Bell Investment Advisors
California
$8.35M +$43.5K +807 +0.5%
RBA
21
Richard Bernstein Advisors
New York
$8.26M -$1.36M -25,231 -15%
ACP
22
Aveo Capital Partners
Colorado
$7.59M +$285K +5,288 +4%
BWP
23
BSW Wealth Partners
Colorado
$7.5M -$909K -16,851 -11%
KPWS
24
Kestra Private Wealth Services
Texas
$6.65M +$367K +6,804 +6%
TPWA
25
TRUE Private Wealth Advisors
Oregon
$6.28M +$135K +2,496 +2%
1
2 3 4 5