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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
$99.7M +$1.73M +29,739 +2%
JP Morgan Chase
2
JP Morgan Chase
New York
$39.1M -$190K -3,260 -0.5%
Bank of America
3
Bank of America
North Carolina
$34.9M -$2.74M -46,995 -7%
MFIM
4
Mesirow Financial Investment Management
Illinois
$34.7M -$479K -8,237 -1%
Morgan Stanley
5
Morgan Stanley
New York
$30.8M -$18.2M -312,669 -37%
AL
6
Aspiriant LLC
California
$26.7M +$2.16M +37,047 +9%
LPL Financial
7
LPL Financial
California
$22.9M +$1.11M +19,126 +5%
Wells Fargo
8
Wells Fargo
California
$22.1M -$94.1M -1,616,036 -81%
LGA
9
Lebenthal Global Advisors
New York
$19.8M +$393K +6,754 +2%
UBS Group
10
UBS Group
Switzerland
$18.2M +$4.9M +84,220 +36%
AssetMark Inc
11
AssetMark Inc
California
$17.6M +$109K +1,866 +0.6%
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$17.4M -$519K -8,923 -3%
CWA
13
Consilium Wealth Advisory
Texas
$17M -$694K -11,923 -4%
FIA
14
Foundations Investment Advisors
Arizona
$15.1M +$1.52M +26,029 +11%
WA
15
Waverly Advisors
Alabama
$14.9M -$19K -326 -0.1%
CWA
16
Centerline Wealth Advisors
Kentucky
$14.6M -$7.63K -131 -0.1%
JSA
17
Jim Saulnier & Associates
Colorado
$14.2M +$2.39M +41,146 +20%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$10.9M -$4.03M -69,242 -27%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$10.6M +$191K +3,278 +2%
OCM
20
One Capital Management
California
$10M +$952K +16,357 +10%
BWP
21
BSW Wealth Partners
Colorado
$9.77M +$419K +7,207 +4%
Raymond James Financial
22
Raymond James Financial
Florida
$8.25M -$54.1M -929,445 -87%
KPWS
23
Kestra Private Wealth Services
Texas
$7.81M -$102K -1,759 -1%
Osaic Holdings
24
Osaic Holdings
Arizona
$7.73M +$3.06M +52,525 +64%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$7.66M -$52.9K -909 -0.7%
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