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
SFG
26
Sage Financial Group
Pennsylvania
$3.51M +$703K +15,824 +26%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$3.41M +$3.02M +68,077 +1,267%
MFS
28
Madrona Financial Services
Washington
$3.3M +$166K +3,748 +6%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$3.28M +$2.39M +53,913 +320%
WA
30
Waverly Advisors
Alabama
$3.05M -$85.9K -1,933 -3%
NWM
31
Northwest Wealth Management
Iowa
$2.72M +$72.3K +1,627 +3%
SFWC
32
Strategic Family Wealth Counselors
New Jersey
$2.67M +$1.09M +24,471 +74%
PWAG
33
Polaris Wealth Advisory Group
California
$2.52M +$63.7K +1,435 +3%
VWA
34
Visionary Wealth Advisors
Illinois
$2.34M -$49.8K -1,120 -2%
SFG
35
StrategIQ Financial Group
Indiana
$2.19M -$80K -1,801 -4%
BWA
36
Burt Wealth Advisors
Maryland
$2.04M +$54.1K +1,217 +3%
NG
37
Northstar Group
New York
$1.8M -$249K -5,606 -13%
TPWA
38
TRUE Private Wealth Advisors
Oregon
$1.75M +$540K +12,145 +47%
Truist Financial
39
Truist Financial
North Carolina
$1.74M -$836K -18,812 -33%
AAS
40
Annex Advisory Services
Wisconsin
$1.7M +$63.8K +1,436 +4%
CWM
41
Cahaba Wealth Management
Georgia
$1.7M +$164K +3,698 +12%
KFA
42
Kays Financial Advisory
Georgia
$1.66M +$1.37M +30,907 +623%
VFP
43
Verus Financial Partners
Virginia
$1.57M +$7.6K +171 +0.5%
Citadel Advisors
44
Citadel Advisors
Florida
$1.48M +$1.42M +31,893 New
BCM
45
Brookstone Capital Management
Illinois
$1.35M -$393K -8,856 -23%
RWM
46
Reston Wealth Management
Virginia
$1.34M +$74.3K +1,672 +6%
AF
47
Advisornet Financial
Minnesota
$1.3M +$96.4K +2,170 +8%
NAS
48
Nicolet Advisory Services
Wisconsin
$1.29M +$16.7K +377 +1%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$1.27M -$14.2M -318,625 -92%
FAAM
50
First Ascent Asset Management
Colorado
$1.15M +$254K +5,719 +30%