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
CCM
76
Canal Capital Management
Virginia
$247K +$34.6K +831 +17%
CAMG
77
CWA Asset Management Group
Florida
$237K -$12.7K -305 -5%
B
78
Bridgeworth
Alabama
$222K +$218K +5,234 New
HighTower Advisors
79
HighTower Advisors
Illinois
$215K -$27.7K -665 -12%
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$208K
Koshinski Asset Management
81
Koshinski Asset Management
Illinois
$202K -$226K -5,420 -53%
IF
82
Ironwood Financial
Arizona
$170K
Creative Planning
83
Creative Planning
Kansas
$150K -$83 -2 -0.1%
GWM
84
Geneos Wealth Management
Colorado
$141K -$68.3K -1,639 -33%
JFA
85
JNBA Financial Advisors
Minnesota
$128K +$27K +647 +27%
RCA
86
Rowland Carmichael Advisors
Arizona
$119K
IIC
87
Integrated Investment Consultants
Michigan
$113K +$46.6K +1,118 +73%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$111K
CFG
89
CKW Financial Group
Hawaii
$104K +$875 +21 +0.9%
HR
90
Howe & Rusling
New York
$98K -$59.4K -1,425 -38%
MFW
91
Mosaic Family Wealth
Missouri
$96K +$94.4K +2,266 New
MAS
92
Madden Advisory Services
Florida
$96K +$94.7K +2,272 New
TFO
93
Tarbox Family Office
California
$67K
CCM
94
Cribstone Capital Management
Maine
$57K +$1.25K +30 +2%
CFD
95
Creative Financial Designs
Indiana
$51K +$50.1K +1,202 New
CFA
96
Carroll Financial Associates
North Carolina
$46K
WEC
97
Winslow Evans & Crocker
Massachusetts
$43K
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$43K +$42.4K +1,018 New
Citigroup
99
Citigroup
New York
$42K
RPG
100
Risk Paradigm Group
Texas
$36K