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
TFS
126
TrustCore Financial Services
Tennessee
$357K
PPP
127
Private Portfolio Partners
New Jersey
$356K
SCM
128
Stonehearth Capital Management
Massachusetts
$350K +$5.85K +110 +2%
DP
129
Divergent Planning
Maryland
$341K -$73.1K -1,375 -18%
KWM
130
Kingsview Wealth Management
Oregon
$332K +$32.7K +614 +11%
LFA
131
Lighthouse Financial Advisors
Maryland
$324K +$29.2K +549 +10%
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$319K -$181K -3,411 -36%
TA
133
Tiedemann Advisors
New York
$319K
AA
134
Ancora Advisors
Ohio
$319K +$301K +5,664 +1,987%
OGF
135
Orin Green Financial
California
$314K -$30.5K -574 -9%
HIA
136
Harbor Investment Advisory
Maryland
$314K +$9.15K +172 +3%
FWM
137
Frontier Wealth Management
Missouri
$311K +$21.5K +404 +7%
AC
138
Alexandria Capital
Virginia
$309K
RA
139
RFG Advisory
Alabama
$308K -$16.5K -311 -5%
MPPLM
140
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$300K -$14.9K -281 -4%
OAM
141
Occidental Asset Management
California
$296K +$13.8K +260 +5%
CF
142
Corrigan Financial
Rhode Island
$295K +$293K +5,510 New
FAIM
143
Financial Advocates Investment Management
Washington
$292K -$490K -9,207 -63%
Fidelity Investments
144
Fidelity Investments
Massachusetts
$289K -$141K -2,657 -33%
IWM
145
IHT Wealth Management
Illinois
$288K +$286K +5,375 New
Stifel Financial
146
Stifel Financial
Missouri
$285K -$223K -4,192 -44%
BSWM
147
Boston Standard Wealth Management
Massachusetts
$279K -$5.37K -101 -2%
NL
148
NVWM LLC
Pennsylvania
$279K +$36.5K +687 +15%
HFA
149
High Falls Advisors
New York
$279K +$277K +5,209 New
BOPW
150
Brandywine Oak Private Wealth
Pennsylvania
$272K +$1.97K +37 +0.7%