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
CWC
276
Carolinas Wealth Consulting
North Carolina
$67.7K -$442 -8 -0.7%
CIBC Private Wealth Group
277
CIBC Private Wealth Group
Georgia
$67.5K
PNC Financial Services Group
278
PNC Financial Services Group
Pennsylvania
$64.8K +$27.1K +490 +74%
SWA
279
SOA Wealth Advisors
New York
$61.8K -$884 -16 -1%
BHWM
280
Bay Harbor Wealth Management
Maryland
$59.5K
CIA
281
Cape Investment Advisory
Georgia
$56.3K
AWM
282
AllSquare Wealth Management
New York
$50.9K
AA
283
Ancora Advisors
Ohio
$50.5K
HFS
284
Hantz Financial Services
Michigan
$50K +$49.1K +888 New
AI
285
Arvest Investments
Arkansas
$49.7K
CWP
286
Concord Wealth Partners
Virginia
$48.4K -$111 -2 -0.2%
JFA
287
JNBA Financial Advisors
Minnesota
$48.2K +$166 +3 +0.4%
OC
288
Oakworth Capital
Alabama
$47.9K
EWP
289
Elevation Wealth Partners
California
$45.7K +$221 +4 +0.5%
OP
290
ORG Partners
Indiana
$41.2K +$40.4K +731 New
TCG
291
Transcendent Capital Group
Oklahoma
$40.9K +$166 +3 +0.4%
IA
292
IFP Advisors
Florida
$39.4K -$12.9K -234 -25%
HWP
293
Highline Wealth Partners
California
$38.9K +$55 +1 +0.1%
RFG
294
RFP Financial Group
Georgia
$37.2K
NP
295
NorthRock Partners
Minnesota
$34.5K +$22.6K +408 +200%
TWC
296
TD Waterhouse Canada
Ontario, Canada
$34.4K +$33.8K +612 New
DFA
297
DHJJ Financial Advisors
Illinois
$34.1K
APC
298
Aspire Private Capital
North Carolina
$33.6K -$2.6K -47 -7%
BFS
299
Burkett Financial Services
South Carolina
$33K +$2.32K +42 +8%
MIA
300
Milestone Investment Advisors
Wisconsin
$31.3K -$6.74K -122 -18%