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
OPS
151
Orion Portfolio Solutions
Nebraska
$51K +$56.8K +1,238 New
Citigroup
152
Citigroup
New York
$49K
LFG
153
LifePlan Financial Group
Ohio
$49K
FDCDDQ
154
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48K +$38.1K +831 +252%
FHA
155
Flagship Harbor Advisors
Massachusetts
$45K -$33.7K -735 -40%
SWM
156
Sugarloaf Wealth Management
Georgia
$45K
AF
157
Affiance Financial
Minnesota
$42K +$36.9K +803 +373%
AWM
158
AllSquare Wealth Management
New York
$39K
FCA
159
FinTrust Capital Advisors
South Carolina
$36K -$955K -20,816 -96%
TFGT
160
TS Financial Group (TSFG)
Illinois
$36K
OC
161
Oakworth Capital
Alabama
$35K
SBL
162
Sargent Bickham Lagudis
Colorado
$35K +$38.7K +844 New
RCM
163
Rain Capital Management
Oregon
$32K +$28.2K +615 +399%
MWM
164
MBE Wealth Management
Wisconsin
$32K +$36K +785 New
RFWA
165
RPg Family Wealth Advisory
Massachusetts
$30.2K -$12.6K -275 -27%
DAM
166
Delta Asset Management
Tennessee
$29K
CAAS
167
Capital Asset Advisory Services
Michigan
$27K
ADL
168
Asset Dedication LLC
California
$27K +$29.8K +650 New
AIC
169
Archer Investment Corporation
Indiana
$26K
HNB
170
Huntington National Bank
Ohio
$26K
EWM
171
EPG Wealth Management
Georgia
$25K -$13.8K -300 -33%
ASN
172
Advisory Services Network
Georgia
$22K
IA
173
IFP Advisors
Florida
$16K -$1.33K -29 -7%
HR
174
Howe & Rusling
New York
$16K
SC
175
SouthState Corp
Florida
$16K