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
CFG
176
CKW Financial Group
Hawaii
$252K +$17.6K +349 +7%
Qube Research & Technologies (QRT)
177
Qube Research & Technologies (QRT)
United Kingdom
$248K +$260K +5,168 New
MPPLM
178
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$246K +$37.5K +745 +17%
JCM
179
Jacobsen Capital Management
Utah
$244K +$654 +13 +0.3%
F
180
F3Logic
Minnesota
$242K +$7.45K +148 +3%
AWM
181
Axxcess Wealth Management
California
$241K +$252 +5 +0.1%
CRC
182
Curi RMB Capital
Illinois
$240K
OAM
183
Occidental Asset Management
California
$240K
RIL
184
Rothschild Investment LLC
Illinois
$240K
BA
185
Bellwether Advisors
Nebraska
$238K +$202K +4,020 +422%
HPC
186
HM Payson & Co
Maine
$236K
CF
187
Centaurus Financial
California
$235K -$13.4K -267 -5%
CIAS
188
Capital Investment Advisory Services
North Carolina
$233K +$252 +5 +0.1%
SFG
189
Sovereign Financial Group
Connecticut
$223K -$415K -8,249 -64%
IF
190
Intrua Financial
Texas
$223K -$4.28K -85 -2%
ARC
191
Advisor Resource Council
Texas
$218K -$532K -10,565 -70%
BOPW
192
Brandywine Oak Private Wealth
Pennsylvania
$216K -$252 -5 -0.1%
CWA
193
Clarity Wealth Advisors
California
$216K +$227K +4,517 New
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$215K +$187K +3,719 +486%
CAWM
195
Capital Advisors Wealth Management
Washington
$210K +$554 +11 +0.3%
CWP
196
Corepath Wealth Partners
Arizona
$208K -$30.9K -613 -12%
MWM
197
Modera Wealth Management
New Jersey
$205K -$53.3K -1,059 -20%
SCM
198
Stonehearth Capital Management
Massachusetts
$203K -$6.04K -120 -3%
NCM
199
Narwhal Capital Management
Georgia
$202K
AWA
200
Acorn Wealth Advisors
Michigan
$201K -$403 -8 -0.2%