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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
$117M +$1.69M +26,970 +2%
WAM
2
Worth Asset Management
Texas
$41.1M +$16.1M +256,702 +67%
JP Morgan Chase
3
JP Morgan Chase
New York
$39.2M -$6.83M -109,292 -15%
LPL Financial
4
LPL Financial
California
$38.8M +$6.12M +97,821 +19%
MFIM
5
Mesirow Financial Investment Management
Illinois
$36.9M -$1.32M -21,064 -4%
Bank of America
6
Bank of America
North Carolina
$32.1M -$3.61M -57,803 -10%
AL
7
Aspiriant LLC
California
$30M +$841K +13,448 +3%
Morgan Stanley
8
Morgan Stanley
New York
$27.5M -$548K -8,761 -2%
Wells Fargo
9
Wells Fargo
California
$27.2M +$1.37M +21,924 +5%
CWA
10
Consilium Wealth Advisory
Texas
$20M +$728K +11,641 +4%
FIA
11
Foundations Investment Advisors
Arizona
$19.3M +$744K +11,901 +4%
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$18.9M -$244K -3,909 -1%
JSA
13
Jim Saulnier & Associates
Colorado
$18.8M +$570K +9,111 +3%
AssetMark Inc
14
AssetMark Inc
California
$18.2M -$736K -11,765 -4%
MFS
15
Madrid Financial Services
California
$17.5M +$17M +271,142 New
UBS Group
16
UBS Group
Switzerland
$16.5M -$2.02M -32,262 -11%
WA
17
Waverly Advisors
Alabama
$16.4M +$32.5K +519 +0.2%
BWP
18
BSW Wealth Partners
Colorado
$15.2M +$1.44M +22,977 +11%
LGA
19
Lebenthal Global Advisors
New York
$14.4M -$2.06K -33 -0%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$12.8M +$1.09M +17,369 +10%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$12.7M -$535K -8,552 -4%
TI
22
TTP Investments
California
$10.7M +$10.4M +165,999 New
CWA
23
Centerline Wealth Advisors
Kentucky
$9.47M -$226K -3,620 -2%
Osaic Holdings
24
Osaic Holdings
Arizona
$8.94M -$4.35M -69,515 -33%
KPWS
25
Kestra Private Wealth Services
Texas
$8.84M +$41K +656 +0.5%
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