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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
$123M +$4.58M +70,639 +4%
Wells Fargo
2
Wells Fargo
California
$77.5M +$49.9M +768,401 +182%
LPL Financial
3
LPL Financial
California
$60M +$20.8M +320,259 +53%
WAM
4
Worth Asset Management
Texas
$43.6M +$2.14M +32,939 +5%
Raymond James Financial
5
Raymond James Financial
Florida
$43.4M +$34.5M +532,206 +393%
JP Morgan Chase
6
JP Morgan Chase
New York
$38.6M -$935K -14,413 -2%
Bank of America
7
Bank of America
North Carolina
$38M +$5.64M +86,912 +17%
Morgan Stanley
8
Morgan Stanley
New York
$37.2M +$9.36M +144,264 +34%
MFIM
9
Mesirow Financial Investment Management
Illinois
$31.4M -$5.83M -89,827 -16%
AL
10
Aspiriant LLC
California
$31.3M +$1.02M +15,686 +3%
Barclays
11
Barclays
United Kingdom
$27.3M +$27.2M +419,700 New
JSA
12
Jim Saulnier & Associates
Colorado
$25.5M +$6.48M +99,906 +34%
Stifel Financial
13
Stifel Financial
Missouri
$23.8M +$21.8M +335,437 +1,096%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$23.3M +$18.9M +290,584 +433%
FIA
15
Foundations Investment Advisors
Arizona
$20.9M +$1.39M +21,400 +7%
CWA
16
Consilium Wealth Advisory
Texas
$20.8M +$520K +8,010 +3%
MFS
17
Madrid Financial Services
California
$19.5M +$1.89M +29,133 +11%
AssetMark Inc
18
AssetMark Inc
California
$18.2M -$175K -2,693 -1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$17.8M +$4.98M +76,680 +39%
WA
20
Waverly Advisors
Alabama
$16.1M -$449K -6,915 -3%
BWP
21
BSW Wealth Partners
Colorado
$16.1M +$788K +12,149 +5%
UBS Group
22
UBS Group
Switzerland
$16M -$704K -10,846 -4%
LGA
23
Lebenthal Global Advisors
New York
$14.6M -$2.85K -44 -0%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$13M +$163K +2,519 +1%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$13M +$7.49M +115,384 +137%
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