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
EWM
301
Evermay Wealth Management
Virginia
$28.9K
IWP
302
IAG Wealth Partners
Wisconsin
$28.2K +$27.6K +500 New
TFGT
303
TS Financial Group (TSFG)
Illinois
$28K +$12.4K +225 +85%
MIM
304
Macroview Investment Management
Maryland
$27.4K +$111 +2 +0.4%
IGWM
305
ICA Group Wealth Management
Colorado
$24.4K
SC
306
SouthState Corp
Florida
$22K
S
307
SignatureFD
Georgia
$19.9K
FCMT
308
Founders Capital Management (Texas)
Texas
$19.1K
ACA
309
Aptus Capital Advisors
Alabama
$17.9K -$497 -9 -3%
VWWMG
310
Vermillion & White Wealth Management Group
Pennsylvania
$17.3K
MA
311
MCF Advisors
Kentucky
$15.3K
DAM
312
Delta Asset Management
Tennessee
$13.5K -$1.38K -25 -9%
PWA
313
Provenance Wealth Advisors
Florida
$13.1K
AIC
314
Archer Investment Corporation
Indiana
$12.1K
US Bancorp
315
US Bancorp
Minnesota
$11.3K
SWM
316
Sanctuary Wealth Management
Idaho
$11K
Jones Financial Companies
317
Jones Financial Companies
Missouri
$10.7K +$10.6K +191 New
IFAM
318
Institutional & Family Asset Management
Colorado
$8.45K
LC
319
Lindbrook Capital
California
$8.45K
PCMC
320
Planning Capital Management Corporation
Pennsylvania
$7.12K
SC
321
Stephens Consulting
Michigan
$6.2K
ME
322
McIlrath & Eck
Washington
$6.06K +$442 +8 +8%
FFA
323
Farther Finance Advisors
California
$5.92K +$3.59K +65 +163%
OSAM
324
O'Shaughnessy Asset Management
Connecticut
$5.63K
TF
325
Tompkins Financial
New York
$4.11K