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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
$96.4M +$646K +11,271 +0.7%
JP Morgan Chase
2
JP Morgan Chase
New York
$40.7M +$34.7M +604,665 +734%
MFIM
3
Mesirow Financial Investment Management
Illinois
$35.6M -$612K -10,666 -2%
Bank of America
4
Bank of America
North Carolina
$34.3M -$32.9M -573,686 -50%
AL
5
Aspiriant LLC
California
$26.3M -$190K -3,309 -0.7%
Wells Fargo
6
Wells Fargo
California
$22.6M -$1.21M -21,137 -5%
LPL Financial
7
LPL Financial
California
$20.6M +$2.21M +38,537 +12%
Morgan Stanley
8
Morgan Stanley
New York
$20.2M -$419K -7,308 -2%
LGA
9
Lebenthal Global Advisors
New York
$19.6M -$1.86M -32,492 -9%
AssetMark Inc
10
AssetMark Inc
California
$18M +$65.9K +1,150 +0.4%
CWA
11
Consilium Wealth Advisory
Texas
$17.4M +$332K +5,786 +2%
WA
12
Waverly Advisors
Alabama
$14.7M +$67.7K +1,180 +0.5%
FIA
13
Foundations Investment Advisors
Arizona
$12.1M +$1.4M +24,354 +14%
UBS Group
14
UBS Group
Switzerland
$12M -$417K -7,266 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$11.3M +$478K +8,328 +5%
JSA
16
Jim Saulnier & Associates
Colorado
$11M +$10.6M +185,418 New
GM
17
GeoWealth Management
Illinois
$10.2M +$5.61M +97,801 +130%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$10.2M +$1.55K +27 +0%
BWP
19
BSW Wealth Partners
Colorado
$9.65M -$46.8K -816 -0.5%
OCM
20
One Capital Management
California
$9.51M -$90.4K -1,577 -1%
ACP
21
Aveo Capital Partners
Colorado
$8.32M +$75.4K +1,315 +0.9%
BIA
22
Bell Investment Advisors
California
$8.09M -$458K -7,987 -6%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$7.92M -$276K -4,805 -3%
KPWS
24
Kestra Private Wealth Services
Texas
$7.78M +$358K +6,236 +5%
TPWA
25
TRUE Private Wealth Advisors
Oregon
$6.68M +$80K +1,396 +1%
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