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
CIA
176
Concurrent Investment Advisors
Florida
$479K +$470K +8,504 New
SFWA
177
Summit Financial Wealth Advisors
Louisiana
$478K
HIP
178
HUB Investment Partners
Texas
$446K +$46.8K +846 +12%
Lido Advisors
179
Lido Advisors
California
$443K -$120K -2,180 -22%
BC
180
Brio Consultants
California
$437K +$113K +2,045 +36%
GFA
181
Gallagher Fiduciary Advisors
Illinois
$431K -$19.2K -348 -4%
FFG
182
Fiduciary Financial Group
California
$427K +$409K +7,408 New
OGF
183
Orin Green Financial
California
$418K +$410K +7,421 New
PJWM
184
Philip James Wealth Mangement
Georgia
$414K +$30.8K +558 +8%
P
185
&Partners
Tennessee
$402K +$395K +7,143 New
SA
186
Strategic Advocates
Utah
$395K +$13.6K +246 +4%
ZIMP
187
Zimmermann Investment Management & Planning
Pennsylvania
$395K -$42.6K -770 -10%
VWM
188
Venturi Wealth Management
Texas
$388K +$15.8K +285 +4%
CF
189
Centaurus Financial
California
$383K
BSWM
190
Boston Standard Wealth Management
Massachusetts
$378K -$14.5K -263 -4%
GCM
191
G2 Capital Management
Ohio
$372K
W
192
Wealthquest
Ohio
$370K -$15.8K -286 -4%
RFN
193
RDA Financial Network
Iowa
$367K -$13.8K -249 -4%
HIA
194
Harbor Investment Advisory
Maryland
$366K -$663 -12 -0.2%
MAV
195
Mason & Associates (Virginia)
Virginia
$366K +$359K +6,491 New
WC
196
Waterloo Capital
Texas
$365K +$12.6K +228 +4%
GC
197
Gould Capital
Washington
$364K -$41.5K -750 -10%
CAL
198
Capital Analysts LLC
Pennsylvania
$360K +$387 +7 +0.1%
CCM
199
Canal Capital Management
Virginia
$360K -$5.53K -100 -2%
EWA
200
Elevate Wealth Advisory
Georgia
$357K -$4.42K -80 -1%