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
AFG
276
ABLE Financial Group
Arizona
$272K -$2.19K -35 -0.8%
MF
277
Manchester Financial
California
$272K +$264K +4,219 New
BDFN
278
Bond & Devick Financial Network
Minnesota
$271K +$263K +4,202 New
NCM
279
Narwhal Capital Management
Georgia
$270K
RPA
280
Redwood Park Advisors
California
$268K +$75.5K +1,208 +41%
CA
281
CGN Advisors
Kansas
$267K +$563 +9 +0.2%
Citadel Advisors
282
Citadel Advisors
Florida
$266K -$2.21M -35,394 -90%
JFG
283
JMG Financial Group
Illinois
$257K
GCM
284
G2 Capital Management
Ohio
$256K -$100K -1,605 -29%
PWMA
285
Pension & Wealth Management Advisors
Massachusetts
$254K +$77.1K +1,233 +45%
MEG
286
Millstone Evans Group
Colorado
$252K +$5K +80 +2%
PSP
287
Pacific Sage Partners
Washington
$252K +$3.81K +61 +2%
ASN
288
Advisory Services Network
Georgia
$251K +$14.8K +237 +6%
PCIA
289
Prime Capital Investment Advisors
Kansas
$250K +$243K +3,885 New
SG
290
StoneX Group
New York
$248K -$181K -2,888 -43%
OWA
291
Octavia Wealth Advisors
Ohio
$246K +$239K +3,819 New
CPA
292
Clear Point Advisors
New York
$245K +$6.38K +102 +3%
WWM
293
Western Wealth Management
Colorado
$242K -$18.6K -297 -7%
Goldman Sachs
294
Goldman Sachs
New York
$237K -$433K -6,931 -65%
MFGP
295
Marshall Financial Group (Pennsylvania)
Pennsylvania
$237K -$250 -4 -0.1%
OSAM
296
O'Shaughnessy Asset Management
Connecticut
$235K -$33K -527 -13%
CCA
297
Cypress Capital Advisors
Tennessee
$234K
FA
298
Fermata Advisors
California
$233K
PP
299
Patten & Patten
Tennessee
$230K -$27.1K -434 -11%
BL
300
BCWM LLC
Kansas
$229K +$223K +3,564 New