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
LW
201
Linscomb Wealth
Texas
– -$319K -7,708 Closed
CFG
202
CMC Financial Group
Georgia
– -$302K -7,287 Closed
HA
203
HC Advisors
Georgia
– -$302K -7,287 Closed
DC
204
Davenport & Co
Virginia
– -$279K -6,748 Closed
IA
205
IFG Advisory
Georgia
– -$267K -6,476 Closed
CA
206
Cetera Advisors
Colorado
– -$212K -5,128 Closed
SF
207
Synovus Financial
Georgia
– -$89K -2,146 Closed
NFG
208
Next Financial Group
Texas
– -$86K -2,078 Closed
GFPC
209
Global Financial Private Capital
Florida
– -$86K -2,068 Closed
AA
210
Advisory Alpha
Michigan
– -$73.4K -1,707 Closed
AIC
211
Ameritas Investment Company
Nebraska
– -$52K -1,250 Closed
MWM
212
MBE Wealth Management
Wisconsin
– -$32K -785 Closed
RFWA
213
RPg Family Wealth Advisory
Massachusetts
– -$30.2K -731 Closed
EWM
214
EPG Wealth Management
Georgia
– -$25K -600 Closed
ASN
215
Advisory Services Network
Georgia
– -$22K -542 Closed
GSWM
216
Golden State Wealth Management
California
– -$15K -372 Closed
GFPC
217
Global Financial Private Client
Florida
– -$14.6K -360 Closed
DWM
218
Darwin Wealth Management
Florida
– -$10K -259 Closed
BWM
219
BerganKDV Wealth Management
Minnesota
– -$10K -241 Closed
S
220
SignatureFD
Georgia
– -$6K -136 Closed
WAP
221
Wealthcare Advisory Partners
Pennsylvania
– -$1K -33 Closed
JWBC
222
John W. Brooker & Co
California
– +$444 +10 New
5 6 7 8
9