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
WIA
226
Wealthedge Investment Advisors
New York
$407K -$79.9K -1,277 -17%
FFA
227
Farther Finance Advisors
California
$404K +$28K +448 +8%
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$401K +$26.8K +429 +7%
CPG
229
Cornerstone Planning Group
New Jersey
$400K +$5.69K +91 +2%
XF
230
XML Financial
Maryland
$399K -$1.38K -22 -0.4%
RAM
231
Readystate Asset Management
Illinois
$394K +$383K +6,120 New
Qube Research & Technologies (QRT)
232
Qube Research & Technologies (QRT)
United Kingdom
$394K +$225K +3,602 +143%
SC
233
SouthState Corp
Florida
$393K -$348K -5,558 -48%
DP
234
Divergent Planning
Maryland
$393K -$1.81K -29 -0.5%
DC
235
Dorval Corp
Minnesota
$391K
PJWM
236
Philip James Wealth Mangement
Georgia
$388K +$3.75K +60 +1%
VA
237
Valmark Advisers
Ohio
$388K
RFN
238
RDA Financial Network
Iowa
$384K
MW
239
Maia Wealth
Colorado
$380K +$9.51K +152 +3%
IAIM
240
International Assets Investment Management
Florida
$378K
Fidelity Investments
241
Fidelity Investments
Massachusetts
$373K +$31.7K +507 +10%
DWP
242
Destiny Wealth Partners
Florida
$370K
SP
243
Successful Portfolios
Florida
$365K +$500 +8 +0.1%
LFAS
244
Level Four Advisory Services
Texas
$365K +$354K +5,667 New
HI
245
Harper Investing
California
$365K +$19.8K +316 +6%
PSCM
246
Per Stirling Capital Management
Texas
$359K +$1.5K +24 +0.4%
PAA
247
Peregrine Asset Advisers
Oregon
$357K -$4.69K -75 -1%
CPCM
248
Cardinal Point Capital Management
Ontario, Canada
$354K -$149K -2,375 -30%
NAS
249
Nicolet Advisory Services
Wisconsin
$349K -$21.9K -350 -6%
PCWA
250
Pacific Capital Wealth Advisors
California
$341K -$171K -2,730 -34%