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
RWP
51
RWA Wealth Partners
Massachusetts
$3.54M -$16.2K -279 -0.5%
P
52
&Partners
Tennessee
$3.34M -$182K -3,123 -5%
VIP
53
Viewpoint Investment Partners
Alberta, Canada
$3.32M
FHC
54
Fort Henry Capital
West Virginia
$3.28M +$56.5K +970 +2%
BCM
55
Brookstone Capital Management
Illinois
$3.27M -$132K -2,267 -4%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$3.24M -$4.34M -74,621 -57%
GAA
57
Global Assets Advisory
Florida
$3.21M +$2.18M +37,415 +185%
PCG
58
Prosperity Consulting Group
Maryland
$3.1M +$310K +5,334 +11%
MSA
59
Marino Stram & Associates
Massachusetts
$2.91M -$714K -12,260 -19%
Focus Partners Wealth
60
Focus Partners Wealth
Massachusetts
$2.85M -$66.5K -1,143 -2%
FPAS
61
Focus Partners Advisor Solutions
Missouri
$2.77M +$304K +5,230 +12%
EFG
62
Ethos Financial Group
Pennsylvania
$2.57M
AAS
63
Avantax Advisory Services
Texas
$2.39M -$2.08M -35,818 -46%
NWM
64
Northwest Wealth Management
Iowa
$2.35M -$125K -2,142 -5%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$2.28M -$13.6M -233,074 -85%
Ameriprise
66
Ameriprise
Minnesota
$2.27M -$1.19M -20,380 -34%
CFA
67
Cahill Financial Advisors
Minnesota
$2.25M -$96K -1,650 -4%
HI
68
Harbour Investments
Wisconsin
$2.05M +$187K +3,205 +10%
Renaissance Technologies
69
Renaissance Technologies
New York
$2.03M -$693K -11,906 -25%
VWA
70
Visionary Wealth Advisors
Illinois
$2M +$38.4K +660 +2%
IAS
71
IMA Advisory Services
Colorado
$1.96M -$13K -224 -0.6%
IF
72
Intrua Financial
Texas
$1.95M -$16.1K -277 -0.8%
JWBC
73
John W. Brooker & Co
California
$1.87M -$4.6K -79 -0.2%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$1.86M -$600K -10,300 -24%
LAS
75
Legacy Advisory Services
Pennsylvania
$1.83M +$1.85M +31,779 New