We are live on ! Find out more
AOR icon

iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
326
BCWM LLC
Kansas
$231K -$324 -5 -0.1%
GFM
327
GEN Financial Management
Minnesota
$231K +$2.21K +34 +1%
MWM
328
Mosley Wealth Management
California
$231K +$232K +3,569 New
TFA
329
Tobias Financial Advisors
Florida
$230K +$18.4K +283 +9%
BRWA
330
B. Riley Wealth Advisors
Florida
$230K +$10.2K +157 +5%
SWP
331
Sagespring Wealth Partners
Tennessee
$229K +$714 +11 +0.3%
CFFP
332
Center for Financial Planning
Michigan
$229K +$3.18K +49 +1%
PA
333
Parallel Advisors
California
$229K +$1.88K +29 +0.8%
WANY
334
Wealthspire Advisors (New York)
New York
$227K -$306K -4,721 -57%
OBWG
335
Onyx Bridge Wealth Group
New York
$226K +$226K +3,479 New
FWCM
336
Ferguson Wellman Capital Management
Oregon
$223K +$223K +3,434 New
FC
337
FCA Corp
Texas
$223K – – –
IWP
338
Insight Wealth Partners
Texas
$220K -$5.19K -80 -2%
MAG
339
Mayfair Advisory Group
Alabama
$219K +$3.18K +49 +1%
MAM
340
Mullooly Asset Management
New Jersey
$215K +$3.12K +48 +1%
CWM
341
CarsonAllaria Wealth Management
Illinois
$214K +$2.98K +46 +1%
PWA
342
PCG Wealth Advisors
Kansas
$213K -$11.6K -178 -5%
SIG
343
Spinnaker Investment Group
California
$212K +$212K +3,266 New
SCA
344
Snowden Capital Advisors
New York
$210K +$210K +3,232 New
JWBC
345
John W. Brooker & Co
California
$206K +$1.04K +16 +0.5%
IF
346
Ironwood Financial
Arizona
$205K +$201K +3,090 New
PFA
347
Plotkin Financial Advisors
Maryland
$201K – – –
GWM
348
Gilpin Wealth Management
Colorado
$170K +$170K +2,622 New
ADL
349
Asset Dedication LLC
California
$169K – – –
TPCW
350
TD Private Client Wealth
New York
$163K +$162K +2,503 New
12 13
14
15 16