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
TFA
351
Tobias Financial Advisors
Florida
$233K +$1.09K +16 +0.5%
TSS
352
Two Sigma Securities
New York
$232K +$228K +3,344 New
SCM
353
Stonehearth Capital Management
Massachusetts
$230K -$27.4K -402 -11%
PAS
354
Park Avenue Securities
New York
$230K +$226K +3,314 New
Goldman Sachs
355
Goldman Sachs
New York
$228K -$1.97M -28,929 -90%
MAM
356
Mullooly Asset Management
New Jersey
$227K -$3.13K -46 -1%
MWM
357
Mosley Wealth Management
California
$226K -$21.4K -314 -9%
PWA
358
PCG Wealth Advisors
Kansas
$223K -$5.24K -77 -2%
Fifth Third Bancorp
359
Fifth Third Bancorp
Ohio
$222K -$74.4K -1,092 -25%
JWBC
360
John W. Brooker & Co
California
$221K +$136 +2 +0.1%
IFS
361
Intelligent Financial Strategies
Minnesota
$220K +$613 +9 +0.3%
MA
362
MCF Advisors
Kentucky
$216K +$194K +2,844 +1,049%
PFA
363
Plotkin Financial Advisors
Maryland
$215K +$211K +3,097 New
SCA
364
Snowden Capital Advisors
New York
$214K +$210K +3,082 New
PA
365
PFG Advisors
Arizona
$214K +$210K +3,078 New
PJWM
366
Philip James Wealth Mangement
Georgia
$213K +$209K +3,071 New
FSG
367
Financial Strategies Group
Michigan
$213K +$211K +3,097 New
TA
368
TFB Advisors
Kansas
$210K +$206K +3,026 New
KF
369
Krilogy Financial
Missouri
$207K +$203K +2,979 New
SFA
370
Salus Financial Advisors
Colorado
$206K +$202K +2,970 New
IF
371
Ironwood Financial
Arizona
$206K +$205K +3,009 New
DWM
372
Denver Wealth Management
Colorado
$205K +$201K +2,951 New
MOS
373
MGO One Seven
Ohio
$202K +$197K +2,900 New
AWM
374
Apex Wealth Management
New Hampshire
$201K +$197K +2,887 New
GWM
375
Gilpin Wealth Management
Colorado
$192K +$15.9K +233 +9%