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
Renaissance Technologies
101
Renaissance Technologies
New York
$220K -$515K -11,490 -70%
RCA
102
Rowland Carmichael Advisors
Arizona
$209K +$20.6K +460 +11%
SPC
103
Sigma Planning Corp
Michigan
$206K +$204K +4,553 New
IF
104
Ironwood Financial
Arizona
$179K
CFG
105
CKW Financial Group
Hawaii
$179K +$19.8K +442 +13%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$177K +$176K +3,919 New
CFA
107
Camarda Financial Advisors
Florida
$174K -$29.9K -668 -15%
GWM
108
Geneos Wealth Management
Colorado
$167K +$30.5K +681 +22%
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$145K -$1.34K -30 -0.9%
WA
110
WestEnd Advisors
North Carolina
$140K -$51K -1,139 -27%
PCG
111
Private Capital Group
Connecticut
$133K +$134 +3 +0.1%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$103K -$38.8K -866 -28%
TFO
113
Tarbox Family Office
California
$79K +$74.5K +1,663 +2,160%
WSTAM
114
Wilbanks Smith & Thomas Asset Management
Virginia
$63K +$62.5K +1,395 New
MWPCG
115
Measured Wealth Private Client Group
New Hampshire
$58K +$57.3K +1,280 New
CFA
116
Carroll Financial Associates
North Carolina
$49K
BRC
117
Bell Rock Capital
Delaware
$41K +$8.96K +200 +29%
PG
118
Patten Group
Tennessee
$40K -$11.7K -262 -23%
OC
119
Oakworth Capital
Alabama
$39K -$37.3K -833 -49%
RPG
120
Risk Paradigm Group
Texas
$33K
WEC
121
Winslow Evans & Crocker
Massachusetts
$32K
AAP
122
Arax Advisory Partners
Colorado
$32K +$31.9K +711 New
RCAG
123
Rehmann Capital Advisory Group
Michigan
$31.5K +$1.39K +31 +5%
AWM
124
AllSquare Wealth Management
New York
$31K
BA
125
Ballew Advisors
Mississippi
$31K