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
Thrivent Financial for Lutherans
176
Thrivent Financial for Lutherans
Minnesota
$345K +$340K +7,231 New
HIA
177
Harbor Investment Advisory
Maryland
$343K +$3.15K +67 +0.9%
CPO
178
Cerity Partners OCIO
New York
$340K +$18K +382 +6%
TFS
179
TrustCore Financial Services
Tennessee
$337K +$22.5K +478 +7%
PFS
180
Prospera Financial Services
Texas
$337K +$47.1K +1,000 +16%
GC
181
Gould Capital
Washington
$333K +$50.8K +1,080 +18%
AIP
182
Ahrens Investment Partners
Louisiana
$331K -$14.1K -300 -4%
CCM
183
Canal Capital Management
Virginia
$329K +$23.9K +509 +8%
OGF
184
Orin Green Financial
California
$316K +$471 +10 +0.1%
F
185
F3Logic
Minnesota
$315K +$38.6K +820 +14%
GBS
186
Gallagher Benefit Services
Illinois
$315K +$315K +6,685 New
RFN
187
RDA Financial Network
Iowa
$306K +$305K +6,479 New
VA
188
Valmark Advisers
Ohio
$301K -$565 -12 -0.2%
HWP
189
Highline Wealth Partners
California
$298K +$298K +6,326 New
DC
190
Davenport & Co
Virginia
$295K +$294K +6,245 New
GWCM
191
Godshalk Welsh Capital Management
Pennsylvania
$294K -$6.49K -138 -2%
EH
192
Equitable Holdings
New York
$293K -$33.2K -706 -10%
SF
193
Summit Financial
New Jersey
$291K +$290K +6,172 New
FSG
194
Financial Strategies Group
Michigan
$284K +$284K +6,026 New
KOC
195
Koss-Olinger Consulting
Florida
$284K -$19.9K -423 -7%
FC
196
FCA Corp
Texas
$282K +$281K +5,974 New
CA
197
Cetera Advisors
Colorado
$280K -$23.1K -492 -8%
PSCM
198
Per Stirling Capital Management
Texas
$278K +$277K +5,886 New
BA
199
Bellwether Advisors
Nebraska
$275K +$16.7K +354 +6%
DP
200
Divergent Planning
Maryland
$272K -$57.1K -1,213 -17%