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
WA
76
WBH Advisory
Maryland
$1.13M +$1.12M +22,680 New
SWP
77
Stratos Wealth Partners
Ohio
$1.12M -$2.57M -52,138 -70%
PP
78
PDS Planning
Ohio
$1.09M -$268K -5,450 -20%
PFA
79
Professional Financial Advisors
Nebraska
$1.06M +$239K +4,867 +33%
PCWA
80
Pacific Capital Wealth Advisors
California
$1.06M -$59K -1,200 -5%
SI
81
SimpliFi Inc
California
$1.05M -$47.5K -965 -4%
CPCM
82
Cardinal Point Capital Management
Ontario, Canada
$1.05M
CPWMP
83
Cardinal Point Wealth Management Partners
California
$1.05M
FCA
84
FinTrust Capital Advisors
South Carolina
$1,000K
AF
85
Advisornet Financial
Minnesota
$980K +$20.5K +416 +2%
RVPG
86
Relative Value Partners Group
$944K
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$938K -$31.2K -635 -3%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$933K -$175K -3,566 -16%
KWM
89
Kingsview Wealth Management
Oregon
$932K +$529K +10,748 +136%
WSTAM
90
Wilbanks Smith & Thomas Asset Management
Virginia
$931K -$11.8K -239 -1%
CWM
91
Cahaba Wealth Management
Georgia
$885K -$34.3K -698 -4%
PAG
92
Private Advisor Group
New Jersey
$873K -$156K -3,168 -15%
TC
93
Trilogy Capital
California
$865K +$45.8K +931 +6%
MA
94
Mutual Advisors
Nebraska
$861K -$91.7K -1,863 -10%
HIP
95
Harrell Investment Partners
Texas
$851K -$197 -4 -0%
TA
96
Tiedemann Advisors
New York
$848K
CCWA
97
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$845K -$134K -2,717 -14%
OFG
98
Oxford Financial Group
Indiana
$819K +$7.82K +159 +1%
NAS
99
Nicolet Advisory Services
Wisconsin
$816K +$5.36K +109 +0.7%
GFG
100
Greystone Financial Group
Michigan
$807K +$77.4K +1,574 +11%