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
MFS
26
Madrona Financial Services
Washington
$3.66M -$89.9K -1,920 -2%
SFWA
27
Summit Financial Wealth Advisors
Louisiana
$3.2M
Bank of New York Mellon
28
Bank of New York Mellon
New York
$2.93M +$366K +7,825 +15%
AAS
29
Annex Advisory Services
Wisconsin
$2.82M -$65.9K -1,408 -2%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$2.77M +$14.5K +309 +0.5%
NWM
31
Northwest Wealth Management
Iowa
$2.72M +$470K +10,034 +21%
SWP
32
Stratos Wealth Partners
Ohio
$2.69M +$1.85M +39,452 +235%
PWAG
33
Polaris Wealth Advisory Group
California
$2.54M +$2.86K +61 +0.1%
SFG
34
Sage Financial Group
Pennsylvania
$2.5M +$147K +3,134 +6%
SFG
35
StrategIQ Financial Group
Indiana
$2.37M +$212K +4,519 +10%
NG
36
Northstar Group
New York
$2.3M -$65.9K -1,407 -3%
VWA
37
Visionary Wealth Advisors
Illinois
$2.27M +$2.22M +47,504 New
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$2.27M +$2.22M +47,470 New
FHC
39
First Heartland Consultants
Missouri
$2.21M -$1.36M -29,133 -39%
RWM
40
Reston Wealth Management
Virginia
$2.12M +$68.7K +1,466 +3%
AWM
41
AE Wealth Management
Kansas
$2.09M +$1.11M +23,677 +118%
PAG
42
Private Advisor Group
New Jersey
$1.72M -$633K -13,511 -27%
BCM
43
Brookstone Capital Management
Illinois
$1.69M +$12.8K +274 +0.8%
WWM
44
Western Wealth Management
Colorado
$1.66M +$5.81K +124 +0.4%
BWA
45
Burt Wealth Advisors
Maryland
$1.65M -$150K -3,192 -8%
CWM
46
Cahaba Wealth Management
Georgia
$1.64M +$98.1K +2,094 +7%
VFP
47
Verus Financial Partners
Virginia
$1.63M -$7.78K -166 -0.5%
AG
48
Advisor Group
Arizona
$1.57M -$25.4K -542 -2%
Citadel Advisors
49
Citadel Advisors
Florida
$1.52M +$289K +6,179 +24%
RJA
50
Raymond James & Associates
Florida
$1.41M +$419K +8,954 +44%