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
CIBC Private Wealth Group
276
CIBC Private Wealth Group
Georgia
$70.5K
Fifth Third Bancorp
277
Fifth Third Bancorp
Ohio
$69.5K +$67.3K +1,174 New
Jones Financial Companies
278
Jones Financial Companies
Missouri
$68.8K +$55.6K +969 +507%
AAP
279
Arax Advisory Partners
Colorado
$65.2K -$7K -122 -10%
JIP
280
Jaffetilchin Investment Partners
Florida
$62.8K +$60.7K +1,059 New
BHWM
281
Bay Harbor Wealth Management
Maryland
$62.6K
CIA
282
Cape Investment Advisory
Georgia
$59.2K
AWM
283
AllSquare Wealth Management
New York
$53.5K
AI
284
Arvest Investments
Arkansas
$52.3K
CWP
285
Concord Wealth Partners
Virginia
$50.8K -$115 -2 -0.2%
OC
286
Oakworth Capital
Alabama
$50.4K
EWP
287
Elevation Wealth Partners
California
$48.4K +$344 +6 +0.7%
JFA
288
JNBA Financial Advisors
Minnesota
$45K -$5.45K -95 -11%
OP
289
ORG Partners
Indiana
$43.7K +$229 +4 +0.5%
TCG
290
Transcendent Capital Group
Oklahoma
$43K
HWP
291
Highline Wealth Partners
California
$41K +$57 +1 +0.1%
SWA
292
SOA Wealth Advisors
New York
$40K -$24.2K -422 -38%
PNC Financial Services Group
293
PNC Financial Services Group
Pennsylvania
$39.1K -$28.1K -490 -43%
NP
294
NorthRock Partners
Minnesota
$36.3K
TWC
295
TD Waterhouse Canada
Ontario, Canada
$36K -$172 -3 -0.5%
EWM
296
EPG Wealth Management
Georgia
$35.5K +$34.4K +600 New
DFA
297
DHJJ Financial Advisors
Illinois
$35.2K -$573 -10 -2%
WTC
298
WhitTier Trust Company
Nevada
$33.4K +$32.3K +564 New
IA
299
IFP Advisors
Florida
$33.2K -$7.97K -139 -20%
APC
300
Aspire Private Capital
North Carolina
$33K -$2.29K -40 -7%