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
WC
201
Waterloo Capital
Texas
$348K -$1.44M -26,777 -81%
AWM
202
Avior Wealth Management
Nebraska
$348K -$54 -1 -0%
DC
203
Dorval Corp
Minnesota
$342K +$339K +6,294 New
SG
204
StoneX Group
New York
$340K -$16.2K -300 -5%
BPA
205
Beacon Pointe Advisors
California
$339K -$5.82K -108 -2%
FPAS
206
Focus Partners Advisor Solutions
Missouri
$325K +$315K +5,840 New
CFG
207
CKW Financial Group
Hawaii
$324K +$13.2K +245 +4%
SS
208
Sunbelt Securities
Texas
$324K +$107K +1,981 +52%
VHAM
209
Van Hulzen Asset Management
California
$319K +$431 +8 +0.1%
BC
210
Brio Consultants
California
$318K +$308K +5,712 New
PAA
211
Peregrine Asset Advisers
Oregon
$312K – – –
KIG
212
Kowal Investment Group
Wisconsin
$303K -$139K -2,582 -32%
NL
213
NVWM LLC
Pennsylvania
$299K +$9.92K +184 +4%
PSCM
214
Per Stirling Capital Management
Texas
$298K +$25.6K +474 +10%
HF
215
HRT Financial
New York
$294K -$541K -10,026 -65%
AF
216
Affiance Financial
Minnesota
$292K +$1.19K +22 +0.4%
DP
217
Divergent Planning
Maryland
$291K -$22.2K -411 -7%
FHA
218
Flagship Harbor Advisors
Massachusetts
$282K +$273K +5,065 New
CAM
219
Carret Asset Management
New York
$280K – – –
CPG
220
Cornerstone Planning Group
New Jersey
$279K -$5.39K -100 -2%
HNB
221
Huntington National Bank
Ohio
$278K – – –
HWM
222
Howard Wealth Management
Connecticut
$277K -$14.1K -261 -5%
SFM
223
Signet Financial Management
New Jersey
$276K – – –
AFP
224
Ausdal Financial Partners
Iowa
$276K +$5.93K +110 +2%
CPA
225
Clear Point Advisors
New York
$275K +$1.46K +27 +0.5%
7 8
9
10 11