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
FFG
101
Fullen Financial Group
Ohio
$733K +$81.1K +1,490 +12%
HighTower Advisors
102
HighTower Advisors
Illinois
$720K -$713K -13,087 -49%
RBFC
103
Roman Butler Fullerton & Co
Missouri
$700K +$43.3K +795 +7%
SFG
104
Sovereign Financial Group
Connecticut
$696K
MFS
105
Madrona Financial Services
Washington
$687K -$3.83M -70,354 -84%
AAS
106
Avantax Advisory Services
Texas
$686K +$24.3K +446 +4%
CC
107
Cypress Capital
Tennessee
$679K -$35.8K -658 -5%
HFA
108
High Falls Advisors
New York
$668K +$52.9K +971 +9%
MHS
109
M Holdings Securities
Oregon
$668K +$674K +12,387 New
LNC
110
Lincoln National Corp
Pennsylvania
$658K +$1.09K +20 +0.2%
MCIA
111
Mountain Capital Investment Advisors
Colorado
$646K +$42.1K +773 +7%
EWM
112
Evermay Wealth Management
Virginia
$642K +$638K +11,724 +6,777%
IWC
113
Integrated Wealth Concepts
Massachusetts
$619K -$80.4K -1,476 -11%
EA
114
Efficient Advisors
Ohio
$610K -$160K -2,944 -21%
TA
115
Tiedemann Advisors
New York
$605K +$320K +5,874 +111%
Citadel Advisors
116
Citadel Advisors
Florida
$605K +$611K +11,214 New
CFA
117
Camarda Financial Advisors
Florida
$592K +$7.79K +143 +1%
CCM
118
Canal Capital Management
Virginia
$589K +$171K +3,145 +41%
GWM
119
Geneos Wealth Management
Colorado
$586K -$98.2K -1,803 -14%
UCFA
120
United Capital Financial Advisors
Texas
$585K -$78.1K -1,435 -12%
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$583K +$1.85K +34 +0.3%
AWS
122
Atria Wealth Solutions
New York
$550K +$555K +10,197 New
BFA
123
Beacon Financial Advisory
Ohio
$544K +$95.3K +1,750 +21%
SFG
124
Snider Financial Group
Washington
$532K +$297K +5,449 +124%
Lido Advisors
125
Lido Advisors
California
$513K -$93.6K -1,719 -15%