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
RBFC
76
Roman Butler Fullerton & Co
Missouri
$529K -$14K -310 -3%
AWM
77
Avior Wealth Management
Nebraska
$525K +$450 +10 +0.1%
BWM
78
Bernicke Wealth Management
Wisconsin
$512K +$501K +11,130 New
CAMG
79
CWA Asset Management Group
Florida
$508K -$2.43K -54 -0.5%
DAS
80
Dynamic Advisor Solutions
Arizona
$500K +$27.9K +619 +6%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$493K +$482K +10,709 New
SC
82
Scotia Capital
Ontario, Canada
$489K -$2.97K -66 -0.6%
Renaissance Technologies
83
Renaissance Technologies
New York
$468K +$458K +10,167 New
FIA
84
Foundations Investment Advisors
Arizona
$457K -$138K -3,070 -24%
AWA
85
Acorn Wealth Advisors
Michigan
$443K +$496 +11 +0.1%
MPPLM
86
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$429K +$15.8K +350 +4%
SCM
87
Stonehearth Capital Management
Massachusetts
$421K -$99.9K -2,218 -20%
APA
88
American Portfolios Advisors
New York
$413K +$403K +8,936 +20,781%
BHWM
89
Bay Harbor Wealth Management
Maryland
$396K +$2.34K +52 +0.6%
SWP
90
Stratos Wealth Partners
Ohio
$389K
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$388K +$4.73K +105 +1%
MWP
92
MYCIO Wealth Partners
Pennsylvania
$386K
Stifel Financial
93
Stifel Financial
Missouri
$372K -$14.5K -322 -4%
PPP
94
Private Portfolio Partners
New Jersey
$368K -$5.5K -122 -2%
TF
95
TimeScale Financial
Massachusetts
$367K -$12.1K -268 -3%
AIA
96
Arbor Investment Advisors
North Carolina
$367K +$676 +15 +0.2%
CPO
97
Cerity Partners OCIO
New York
$343K +$8.29K +184 +3%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$342K -$22.3K -494 -6%
CWM
99
Cornerstone Wealth Management
Missouri
$341K +$333K +7,398 New
VHAM
100
Van Hulzen Asset Management
California
$336K +$12K +267 +4%