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
1IA
126
1834 Investment Advisors
Wisconsin
$23K
SFM
127
Signet Financial Management
New Jersey
$22K
KC
128
KHP Capital
Oklahoma
$22K +$1.66K +37 +8%
CPIG
129
Chicago Partners Investment Group
Illinois
$22K +$4.43K +99 +23%
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$20K +$20.2K +450 New
FHA
131
Flagship Harbor Advisors
Massachusetts
$16K
FCMT
132
Founders Capital Management (Texas)
Texas
$15K
KJWM
133
Kiley Juergens Wealth Management
Washington
$15K
FDCDDQ
134
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.9K
AIP
135
Ameritas Investment Partners
Nebraska
$13K
CCM
136
Cribstone Capital Management
Maine
$13K
LFG
137
LifePlan Financial Group
Ohio
$13K
RFWA
138
RPg Family Wealth Advisory
Massachusetts
$12.4K
GRP
139
Global Retirement Partners
California
$12K
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$12K +$12.1K +270 New
Citigroup
141
Citigroup
New York
$10K +$9.86K +220 New
PFGIA
142
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$10.3K +231 New
LF
143
Lee Financial
Texas
$7K
AA
144
Ancora Advisors
Ohio
$7K +$7.12K +159 New
FWM
145
Focused Wealth Management
New York
$6K +$45 +1 +0.7%
MWM
146
Mascoma Wealth Management
New Hampshire
$5K
SWM
147
SeaCrest Wealth Management
New York
$4K
BCI
148
Brinker Capital Investments
Pennsylvania
$4K +$762 +17 +25%
CAC
149
Certified Advisory Corp
Florida
$2K +$2.46K +55 New
AF
150
Allworth Financial
California
$1K -$1.17K -26 -45%