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
CAL
151
Capital Analysts LLC
Pennsylvania
$65K +$267 +6 +0.4%
WR
152
Watson Rebecca
$63K +$60.5K +1,363 New
Citigroup
153
Citigroup
New York
$59K +$3.2K +72 +6%
FDCDDQ
154
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.9K
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$51K
SWM
156
Sugarloaf Wealth Management
Georgia
$50K
RG
157
Retirement Group
California
$49K +$46.8K +1,053 New
AWM
158
AllSquare Wealth Management
New York
$43K
OC
159
Oakworth Capital
Alabama
$40K
TFGT
160
TS Financial Group (TSFG)
Illinois
$40K
SBL
161
Sargent Bickham Lagudis
Colorado
$39K +$178 +4 +0.5%
RCM
162
Rain Capital Management
Oregon
$36K +$133 +3 +0.4%
MIM
163
Macroview Investment Management
Maryland
$34K +$32.5K +732 New
DAM
164
Delta Asset Management
Tennessee
$30K -$2.35K -53 -8%
ADL
165
Asset Dedication LLC
California
$30K
CAAS
166
Capital Asset Advisory Services
Michigan
$30K
AIC
167
Archer Investment Corporation
Indiana
$24.7K -$4.75K -107 -17%
RIM
168
Rockbridge Investment Management
New York
$24K +$23.4K +526 New
TL
169
TrueWealth LLC
Georgia
$19K +$18.5K +417 New
HR
170
Howe & Rusling
New York
$18K
SC
171
SouthState Corp
Florida
$18K
FHA
172
Flagship Harbor Advisors
Massachusetts
$16K -$32.9K -740 -68%
FWM
173
FSA Wealth Management
Massachusetts
$16K +$44 +1 +0.3%
NL
174
NVWM LLC
Pennsylvania
$14K +$3.29K +74 +32%
AA
175
Ancora Advisors
Ohio
$13K