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
MAWA
101
Moss Adams Wealth Advisors
Washington
$1.69M +$233K +3,530 +15%
IAS
102
IMA Advisory Services
Colorado
$1.68M +$46.1K +699 +3%
RFA
103
RTD Financial Advisors
Pennsylvania
$1.67M +$91.1K +1,382 +6%
FFN
104
Focus Financial Network
Minnesota
$1.66M +$590K +8,945 +53%
VCM
105
Vines Capital Management
Louisiana
$1.64M +$55.2K +837 +3%
Jones Financial Companies
106
Jones Financial Companies
Missouri
$1.62M +$625K +9,477 +59%
IWC
107
Integrated Wealth Concepts
Massachusetts
$1.61M -$16.7K -253 -1%
Legacy Financial Group (Iowa)
108
Legacy Financial Group (Iowa)
Iowa
$1.61M -$40.7K -617 -2%
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.6M +$253K +3,835 +18%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$1.6M +$329K +4,991 +25%
HWA
111
Heritage Wealth Architects
Minnesota
$1.59M -$345K -5,228 -18%
PCIG
112
Partners Capital Investment Group
Massachusetts
$1.56M +$1.1M +16,639 +217%
PWM
113
Perigon Wealth Management
California
$1.54M -$6.53K -99 -0.4%
Jane Street
114
Jane Street
New York
$1.52M +$1.56M +23,608 New
IFWM
115
Institute for Wealth Management
Colorado
$1.42M +$126K +1,916 +9%
WFAG
116
Worth Financial Advisory Group
North Carolina
$1.41M -$581K -8,813 -39%
WIM
117
Westside Investment Management
California
$1.41M +$601K +9,110 +72%
OIA
118
OneDigital Investment Advisors
Kansas
$1.4M +$453K +6,875 +46%
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$1.37M -$16.5K -250 -1%
MLFP
120
MPS Loria Financial Planners
Illinois
$1.36M +$148K +2,248 +12%
GCM
121
Gallacher Capital Management
Colorado
$1.35M +$89.7K +1,361 +7%
SFG
122
Sage Financial Group
Pennsylvania
$1.33M -$17.8K -270 -1%
SI
123
SimpliFi Inc
California
$1.31M +$99.1K +1,504 +8%
PCMM
124
Piedmont Capital Management (Montana)
Montana
$1.31M -$206K -3,129 -13%
SA
125
Sanctuary Advisors
Indiana
$1.25M -$187K -2,836 -13%