We are live on ! Find out more
AOR icon

iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
226
Flagship Harbor Advisors
Massachusetts
$301K +$9.96K +170 +3%
CCA
227
Cypress Capital Advisors
Tennessee
$300K +$306K +5,226 New
FHC
228
First Heartland Consultants
Missouri
$295K +$25.8K +441 +9%
SG
229
StoneX Group
New York
$290K -$26.4K -450 -8%
SPIA
230
Steward Partners Investment Advisory
New York
$290K +$54.5K +931 +23%
CAM
231
Carret Asset Management
New York
$288K
BA
232
Bellwether Advisors
Nebraska
$285K +$58.8K +1,004 +25%
EA
233
Efficient Advisors
Ohio
$283K -$72.3K -1,234 -20%
AFP
234
Ausdal Financial Partners
Iowa
$282K -$14.5K -247 -5%
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$282K +$187K +3,193 +185%
APWA
236
Atlas Private Wealth Advisors
New Jersey
$278K +$284K +4,853 New
CAL
237
Capital Analysts LLC
Pennsylvania
$275K +$234 +4 +0.1%
SFG
238
Sovereign Financial Group
Connecticut
$275K +$7.96K +136 +3%
AWA
239
Aquire Wealth Advisors
Utah
$268K +$14.5K +248 +6%
SSC
240
Syverson Strege & Co
Iowa
$265K +$28.2K +482 +12%
HWM
241
Howard Wealth Management
Connecticut
$264K -$2.46K -42 -0.9%
WANY
242
Wealthspire Advisors (New York)
New York
$263K +$269K +4,590 New
BWL
243
Bogart Wealth LLC
Virginia
$263K +$268K +4,582 New
MWA
244
Medallion Wealth Advisors
Connecticut
$263K +$267K +4,561 New
WWM
245
Western Wealth Management
Colorado
$261K +$19.9K +340 +8%
SFM
246
Signet Financial Management
New Jersey
$259K
BJL
247
Brighton Jones LLC
Washington
$255K +$24K +410 +10%
CCFM
248
Clear Creek Financial Management
Washington
$253K -$586 -10 -0.2%
SFA
249
Salus Financial Advisors
Colorado
$252K +$258K +4,402 New
EWM
250
Empirical Wealth Management
Washington
$248K +$254K +4,330 New