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
Jane Street
51
Jane Street
New York
$2.77M +$403K +8,570 +17%
Renaissance Technologies
52
Renaissance Technologies
New York
$2.75M +$1.91M +40,605 +231%
GW
53
GW & Wade
Massachusetts
$2.71M +$738K +15,686 +38%
FAAM
54
First Ascent Asset Management
Colorado
$2.57M +$347K +7,370 +16%
AAS
55
Annex Advisory Services
Wisconsin
$2.49M +$57.9K +1,231 +2%
DWA
56
Dorsey Wright & Associates
California
$2.36M +$2.36M +50,140 New
MML Investors Services
57
MML Investors Services
Massachusetts
$2.31M +$1.49M +31,637 +183%
SFG
58
StrategIQ Financial Group
Indiana
$2.3M +$27.5K +584 +1%
VWA
59
Visionary Wealth Advisors
Illinois
$2.3M -$71.7K -1,523 -3%
EIG
60
Ellenbecker Investment Group
Wisconsin
$2.24M +$100K +2,135 +5%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$2.23M +$2.22M +47,263 New
BCM
62
Brookstone Capital Management
Illinois
$2.14M -$17.6K -375 -0.8%
LPAM
63
Lodestar Private Asset Management
California
$2.11M +$2.11M +44,772 New
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
$2.1M -$2.87M -60,998 -58%
CFA
65
Cahill Financial Advisors
Minnesota
$2.08M +$2.4K +51 +0.1%
VIP
66
Viewpoint Investment Partners
Alberta, Canada
$2.07M -$647K -13,760 -24%
PWAG
67
Polaris Wealth Advisory Group
California
$1.92M +$90.5K +1,924 +5%
CAN
68
Cetera Advisor Networks
California
$1.89M +$1.34M +28,548 +249%
SFG
69
Sage Financial Group
Pennsylvania
$1.87M -$1.31M -27,907 -41%
WFAG
70
Worth Financial Advisory Group
North Carolina
$1.85M +$1.85M +39,319 New
JWBC
71
John W. Brooker & Co
California
$1.8M +$1.58M +33,521 +726%
IF
72
Integrity Financial
Wyoming
$1.71M -$7.29K -155 -0.4%
AWS
73
Atria Wealth Solutions
New York
$1.71M +$1.11M +23,675 +188%
IAN
74
Integrated Advisors Network
Texas
$1.58M -$15.5K -330 -1%
VAS
75
Vestmark Advisory Solutions
Massachusetts
$1.54M +$1.14M +24,156 +286%