AOR icon

iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCM
326
Rain Capital Management
Oregon
$3.67K -$55 -1 -1%
NSIM
327
North Star Investment Management
Illinois
$2.37K – – –
CFD
328
Creative Financial Designs
Indiana
$1.97K – – –
CHC
329
City Holding Co
West Virginia
$1.97K +$1.94K +35 New
EWA
330
EverSource Wealth Advisors
Alabama
$1.71K +$663 +12 +67%
RDIA
331
RE Dickinson Investment Advisors
Iowa
$1.58K – – –
CP
332
Castleview Partners
Texas
$1.35K – – –
CAS
333
Coppell Advisory Solutions
Texas
$1.29K +$1.27K +23 New
WOSD
334
WFA of San Diego
California
$1.13K +$1.1K +20 New
HGERS
335
Householder Group Estate & Retirement Specialist
Arizona
$1K – – –
OWA
336
Opal Wealth Advisors
New York
$789 +$774 +14 New
TRCT
337
Tower Research Capital (TRC)
New York
$788 -$17.4K -314 -96%
HFS
338
Horizon Financial Services
North Carolina
$620 – – –
CIAS
339
CBIZ Investment Advisory Services
Ohio
$225 – – –
MSG
340
Main Street Group
Virginia
$56 – – –
FFN
341
Focus Financial Network
Minnesota
– -$3.19M -59,710 Closed
Goldman Sachs
342
Goldman Sachs
New York
– -$1.04M -18,649 Closed
LNC
343
Lincoln National Corp
Pennsylvania
– -$802K -14,410 Closed
KWA
344
Kingswood Wealth Advisors
California
– -$640K -11,500 Closed
MWM
345
Mission Wealth Management
California
– -$633K -11,369 Closed
MML Investors Services
346
MML Investors Services
Massachusetts
– -$471K -8,453 Closed
RBFC
347
Roman Butler Fullerton & Co
Missouri
– -$386K -7,190 Closed
HF
348
HRT Financial
New York
– -$294K -5,298 Closed
BI
349
Berkeley Inc
Idaho
– -$258K -4,629 Closed
VFP
350
Verus Financial Partners
Virginia
– -$249K -4,476 Closed