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
AAP
301
Arax Advisory Partners
Colorado
$60K -$3.16K -54 -5%
CIA
302
Cape Investment Advisory
Georgia
$57.3K
RA
303
Ransom Advisory
Rhode Island
$57.3K +$58.6K +1,000 New
T
304
Transce3nd
Texas
$55K +$56.2K +960 New
DJSG
305
D.J. St. Germain
Massachusetts
$54.5K +$55.6K +950 New
AWM
306
AllSquare Wealth Management
New York
$51.8K
EWA
307
EverSource Wealth Advisors
Alabama
$50.9K +$51.3K +876 +7,300%
AI
308
Arvest Investments
Arkansas
$50.6K
SIS
309
Sound Income Strategies
Florida
$49.4K +$50.4K +861 New
EWP
310
Elevation Wealth Partners
California
$47.5K +$703 +12 +1%
RPA
311
Redwood Park Advisors
California
$46.1K +$47.1K +804 New
JFA
312
JNBA Financial Advisors
Minnesota
$44.7K +$1.17K +20 +3%
OC
313
Oakworth Capital
Alabama
$43K -$5.86K -100 -12%
OP
314
ORG Partners
Indiana
$42.9K +$644 +11 +1%
TCG
315
Transcendent Capital Group
Oklahoma
$41.6K
CAWM
316
Capital A Wealth Management
Pennsylvania
$39.9K +$40.8K +696 New
SWA
317
SOA Wealth Advisors
New York
$39K +$293 +5 +0.7%
CFP
318
Comprehensive Financial Planning
Pennsylvania
$38.7K +$39.6K +676 New
PNC Financial Services Group
319
PNC Financial Services Group
Pennsylvania
$37.8K
SAM
320
Synergy Asset Management
Washington
$36.7K +$36.2K +619 New
CA
321
Continuum Advisory
Idaho
$35.8K +$36.5K +624 New
EWM
322
EPG Wealth Management
Georgia
$34.4K
CWP
323
Concord Wealth Partners
Virginia
$33.7K -$15.9K -271 -32%
DFA
324
DHJJ Financial Advisors
Illinois
$33.2K -$878 -15 -3%
IA
325
IFP Advisors
Florida
$32.6K +$586 +10 +2%