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
WWM
326
Wolff Wiese Magana
California
$151K -$6.25K -100 -4%
TWC
327
TD Waterhouse Canada
Ontario, Canada
$139K +$33.8K +541 +34%
NS
328
NBC Securities
Alabama
$123K +$72.3K +1,156 +152%
SWM
329
Spire Wealth Management
Virginia
$109K
AAS
330
Ameritas Advisory Services
Nebraska
$108K -$11.4K -183 -10%
CFG
331
CKW Financial Group
Hawaii
$90K +$1.31K +21 +2%
HNB
332
Huntington National Bank
Ohio
$88.8K
EWP
333
Elevation Wealth Partners
California
$88K +$375 +6 +0.4%
NRC
334
New Republic Capital
North Carolina
$86.6K +$250 +4 +0.3%
CIBC Private Wealth Group
335
CIBC Private Wealth Group
Georgia
$74.6K +$63 +1 +0.1%
ACA
336
Aptus Capital Advisors
Alabama
$69.5K +$500 +8 +0.7%
GC
337
Gould Capital
Washington
$65.2K -$99.1K -1,584 -61%
MWM
338
Mascoma Wealth Management
New Hampshire
$63.6K -$14.3K -228 -19%
AWM
339
AllSquare Wealth Management
New York
$61.7K +$125 +2 +0.2%
AI
340
Arvest Investments
Arkansas
$56.8K
BHWM
341
Bay Harbor Wealth Management
Maryland
$53.1K +$63 +1 +0.1%
CIAS
342
Capital Investment Advisory Services
North Carolina
$48.3K +$25K +400 +114%
SWA
343
SOA Wealth Advisors
New York
$44K +$188 +3 +0.4%
CFP
344
Comprehensive Financial Planning
Pennsylvania
$43.8K +$313 +5 +0.7%
PNC Financial Services Group
345
PNC Financial Services Group
Pennsylvania
$42.5K -$21.9K -350 -35%
EWA
346
EverSource Wealth Advisors
Alabama
$41.6K -$9.76K -156 -19%
OC
347
Oakworth Capital
Alabama
$41.1K
NEWAS
348
N.E.W. Advisory Services
Wisconsin
$39.8K
BHWM
349
Beaird Harris Wealth Management
Texas
$38.2K +$37.1K +594 New
CWP
350
Concord Wealth Partners
Virginia
$38K