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
KWM
201
Keebeck Wealth Management
Illinois
$246K – – –
AWA
202
Acorn Wealth Advisors
Michigan
$246K +$18.2K +321 +8%
VHAM
203
Van Hulzen Asset Management
California
$245K -$9.64K -170 -4%
NCM
204
Narwhal Capital Management
Georgia
$240K – – –
PCMC
205
Private Capital Management (Colorado)
Colorado
$239K +$238K +4,192 New
ADL
206
Asset Dedication LLC
California
$234K – – –
AA
207
Advisory Alpha
Michigan
$233K -$43.6K -768 -16%
CCFM
208
Clear Creek Financial Management
Washington
$231K +$6.3K +111 +3%
MFGP
209
Marshall Financial Group (Pennsylvania)
Pennsylvania
$229K -$31K -546 -12%
VWM
210
Venturi Wealth Management
Texas
$228K +$6.47K +114 +3%
RIA
211
Realta Investment Advisors
Delaware
$227K +$227 +4 +0.1%
MWM
212
Modera Wealth Management
New Jersey
$219K +$217K +3,829 New
FAM
213
Formidable Asset Management
Ohio
$215K -$12.6K -222 -6%
FCA
214
FinTrust Capital Advisors
South Carolina
$214K -$18.3K -323 -8%
PWM
215
Perigon Wealth Management
California
$210K – – –
LWAC
216
Laurel Wealth Advisors (California)
California
$202K +$201K +3,545 New
RFN
217
RDA Financial Network
Iowa
$201K -$5.56K -98 -3%
IF
218
Ironwood Financial
Arizona
$200K – – –
SFM
219
Signet Financial Management
New Jersey
$192K +$191K +3,369 New
COCM
220
Charter Oak Capital Management
New Hampshire
$191K -$4.2K -74 -2%
WWM
221
Wolff Wiese Magana
California
$185K +$9.7K +171 +6%
SAM
222
Strategic Asset Management
Minnesota
$183K – – –
JFA
223
JNBA Financial Advisors
Minnesota
$174K +$10.1K +178 +6%
PA
224
Parallel Advisors
California
$163K – – –
SWM
225
Spire Wealth Management
Virginia
$162K +$104K +1,840 +184%
7 8
9
10 11