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
GWM
101
Geneos Wealth Management
Colorado
$149K -$6.13K -135 -4%
US Bancorp
102
US Bancorp
Minnesota
$146K
CFD
103
Creative Financial Designs
Indiana
$142K -$3.95K -87 -3%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$135K
PCG
105
Private Capital Group
Connecticut
$132K +$130K +2,857 New
CFG
106
CKW Financial Group
Hawaii
$122K +$6.36K +140 +5%
JFA
107
JNBA Financial Advisors
Minnesota
$113K -$11.1K -244 -9%
CCM
108
Cribstone Capital Management
Maine
$77K -$3.18K -70 -4%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$59K +$50.3K +1,108 +554%
PG
110
Patten Group
Tennessee
$53K +$636 +14 +1%
CFA
111
Carroll Financial Associates
North Carolina
$49K
CA
112
Calton & Associates
Florida
$48K +$48.3K +1,063 New
RPG
113
Risk Paradigm Group
Texas
$32.8K
AWM
114
AllSquare Wealth Management
New York
$31K
WEC
115
Winslow Evans & Crocker
Massachusetts
$29.9K -$13.6K -300 -31%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$18K +$18.2K +400 New
FCMT
117
Founders Capital Management (Texas)
Texas
$15K
KJWM
118
Kiley Juergens Wealth Management
Washington
$15K +$15.5K +341 New
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.8K -$40.9K -900 -73%
APA
120
American Portfolios Advisors
New York
$14.2K +$14.4K +316 New
JCM
121
Jacobi Capital Management
Pennsylvania
$13K +$409 +9 +3%
RFWA
122
RPg Family Wealth Advisory
Massachusetts
$12.4K +$1.91K +42 +18%
GRP
123
Global Retirement Partners
California
$12K
PFGIA
124
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$136 +3 +1%
1IA
125
1834 Investment Advisors
Wisconsin
$8K +$7.95K +175 New