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
CFG
76
CKW Financial Group
Hawaii
$93K +$1.66K +42 +2%
CCM
77
Cribstone Capital Management
Maine
$53K +$52.2K +1,318 New
WEC
78
Winslow Evans & Crocker
Massachusetts
$42.6K +$40 +1 +0.1%
AWM
79
AllSquare Wealth Management
New York
$40K -$3.72K -94 -9%
RFWA
80
RPg Family Wealth Advisory
Massachusetts
$38.2K +$18.8K +475 +100%
IIC
81
Integrated Investment Consultants
Michigan
$35K +$34.7K +875 New
SSB
82
Sandy Spring Bank
Maryland
$25K
SEI Investments
83
SEI Investments
Pennsylvania
$23K +$23K +582 New
FWM
84
Focused Wealth Management
New York
$16K +$79 +2 +0.5%
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$14K
AIP
86
Ameritas Investment Partners
Nebraska
$12K
TFO
87
Tarbox Family Office
California
$9K
AF
88
Allworth Financial
California
$8K -$5.31K -134 -41%
RCM
89
Rain Capital Management
Oregon
$8K +$3.56K +90 +83%
ASN
90
Advisory Services Network
Georgia
$6K -$4.79K -121 -44%
BIG
91
Bellwether Investment Group
Tennessee
$6K +$5.78K +146 New
TRCT
92
Tower Research Capital (TRC)
New York
$6K +$5.78K +146 New
ACM
93
Argentus Capital Management
Texas
$4K +$3.48K +88 +367%
ATC
94
Adirondack Trust Company
New York
$3K +$3.13K +79 New
JP Morgan Chase
95
JP Morgan Chase
New York
$1K -$4.51K -114 -82%
BWM
96
Braver Wealth Management
Massachusetts
-$985K -24,956 Closed
GG
97
Gofen & Glossberg
Illinois
-$564K -14,308 Closed
GC
98
Gratus Capital
Georgia
-$373K -9,459 Closed
NC
99
NewSquare Capital
Pennsylvania
-$351K -8,899 Closed
IFAM
100
Institutional & Family Asset Management
Colorado
-$304K -7,830 Closed