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
FW
151
Fidato Wealth
Ohio
$760K -$9.7K -166 -1%
BPA
152
Beacon Pointe Advisors
California
$752K -$993 -17 -0.1%
HIA
153
HFM Investment Advisors
New Jersey
$739K +$16.2K +278 +2%
SFGP
154
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$738K -$350K -5,986 -33%
Mariner
155
Mariner
Kansas
$730K -$127K -2,175 -16%
SC
156
Scotia Capital
Ontario, Canada
$728K -$8.94K -153 -1%
Cerity Partners
157
Cerity Partners
New York
$724K -$8.82K -151 -1%
BC
158
Brio Consultants
California
$723K +$79.7K +1,364 +13%
MWM
159
Modera Wealth Management
New Jersey
$722K +$49.8K +853 +8%
SC
160
SouthState Corp
Florida
$718K -$102K -1,745 -13%
JWCA
161
J.W. Cole Advisors
Florida
$716K +$263K +4,504 +63%
NEPWA
162
New England Private Wealth Advisors
Massachusetts
$715K +$5.37K +92 +0.8%
IWS
163
Integrity Wealth Solutions
Colorado
$710K -$4.09K -70 -0.6%
NL
164
NVWM LLC
Pennsylvania
$709K +$168K +2,878 +33%
OIA
165
OneDigital Investment Advisors
Kansas
$705K +$249K +4,266 +59%
HHGA
166
Halbert Hargrove Global Advisors
California
$703K +$552K +9,459 +482%
PFS
167
Prospera Financial Services
Texas
$674K +$32.6K +559 +5%
BFG
168
Buttonwood Financial Group
Missouri
$660K +$3.21K +55 +0.5%
Goldman Sachs
169
Goldman Sachs
New York
$654K +$620K +10,620 New
KWA
170
Kingswood Wealth Advisors
California
$644K +$34.6K +592 +6%
BFA
171
Beacon Financial Advisory
Ohio
$640K +$44.4K +760 +8%
AF
172
Advisornet Financial
Minnesota
$638K +$7.71K +132 +1%
HWM
173
Heirloom Wealth Management
Colorado
$625K +$49.1K +840 +9%
CWM
174
Cahaba Wealth Management
Georgia
$622K -$80.2K -1,373 -12%
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
$614K -$60.2K -1,031 -9%