We are live on ! Find out more
AOR icon

iShares Core 60/40 Balanced Allocation ETF
AOR

Name Holding Trade Value Shares
Change 		Change in
Stake
GWCM
176
Godshalk Welsh Capital Management
Pennsylvania
$308K +$5.96K +105 +2%
TA
177
Tiedemann Advisors
New York
$301K – – –
OAM
178
Occidental Asset Management
California
$299K -$8.23K -145 -3%
CF
179
Centaurus Financial
California
$299K +$120K +2,118 +68%
GC
180
Gould Capital
Washington
$298K +$296K +5,220 New
FC
181
FCA Corp
Texas
$294K +$292K +5,144 New
BSWM
182
Boston Standard Wealth Management
Massachusetts
$287K +$3.06K +54 +1%
CRC
183
Curi RMB Capital
Illinois
$285K – – –
RIL
184
Rothschild Investment LLC
Illinois
$285K – – –
HWM
185
Howard Wealth Management
Connecticut
$284K +$7.49K +132 +3%
AWM
186
Axxcess Wealth Management
California
$283K +$281K +4,954 New
TF
187
TimeScale Financial
Massachusetts
$281K -$86.2K -1,519 -24%
HPC
188
HM Payson & Co
Maine
$281K +$279K +4,922 New
CIAS
189
Capital Investment Advisory Services
North Carolina
$277K – – –
IF
190
Intrua Financial
Texas
$276K – – –
TPA
191
Trivium Point Advisory
Connecticut
$275K +$567 +10 +0.2%
CWP
192
Corepath Wealth Partners
Arizona
$275K +$22.8K +402 +9%
MPPLM
193
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$270K -$10.5K -185 -4%
VAS
194
Vestmark Advisory Solutions
Massachusetts
$270K +$269K +4,737 New
SCM
195
Stonehearth Capital Management
Massachusetts
$262K +$47.2K +832 +22%
CL
196
COWA LLC
Oklahoma
$254K +$284 +5 +0.1%
SFG
197
Snider Financial Group
Washington
$252K +$250K +4,409 New
CFG
198
CKW Financial Group
Hawaii
$250K -$18.5K -326 -7%
CAWM
199
Capital Advisors Wealth Management
Washington
$250K -$10.4K -184 -4%
BOPW
200
Brandywine Oak Private Wealth
Pennsylvania
$247K -$12.1K -214 -5%
6 7
8
9 10