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iShares Core 80/20 Aggressive Allocation ETF
AOA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
USD 59.7 M +USD 5.25 M +55,052 +10%
LPL Financial
2
LPL Financial
California
USD 24.1 M -USD 6.14 M -64,400 -21%
AssetMark Inc
3
AssetMark Inc
California
USD 24 M +USD 59.7 k +626 +0.3%
JSA
4
Jim Saulnier & Associates
Colorado
USD 23.8 M +USD 3.34 M +35,036 +17%
Ellenbecker Investment Group
5
Ellenbecker Investment Group
Wisconsin
USD 21.8 M +USD 686 k +7,195 +3%
Foundations Investment Advisors
6
Foundations Investment Advisors
Arizona
USD 19.7 M +USD 2.48 M +26,004 +15%
Wells Fargo
7
Wells Fargo
California
USD 18 M -USD 957 k -10,035 -5%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
USD 15 M +USD 385 k +4,033 +3%
Morgan Stanley
9
Morgan Stanley
New York
USD 14.5 M -USD 2.12 M -22,270 -13%
Waverly Advisors
10
Waverly Advisors
Alabama
USD 14.2 M +USD 615 k +6,446 +5%
Mesirow Financial Investment Management
11
Mesirow Financial Investment Management
Illinois
USD 13.9 M -USD 984 k -10,320 -7%
LBMC Investment Advisors
12
LBMC Investment Advisors
Tennessee
USD 12.2 M -USD 104 k -1,091 -0.9%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
USD 10.9 M +USD 494 k +5,180 +5%
Kestra Private Wealth Services
14
Kestra Private Wealth Services
Texas
USD 10.6 M +USD 1.19 M +12,465 +13%
Patton Albertson Miller Group
15
Patton Albertson Miller Group
Tennessee
USD 10.5 M -USD 406 k -4,254 -4%
HNH
16
Hopwood Nicholas Hunter
USD 10.1 M +USD 134 k +1,404 +1%
Bank of America
17
Bank of America
North Carolina
USD 10 M -USD 427 k -4,475 -4%
Western Wealth Management
18
Western Wealth Management
Colorado
USD 8.84 M +USD 533 k +5,589 +7%
Prosperity Consulting Group
19
Prosperity Consulting Group
Maryland
USD 8.36 M +USD 291 k +3,055 +4%
CX Institutional
20
CX Institutional
Indiana
USD 8.07 M +USD 5.27 M +55,223 +201%
CWA
21
Consilium Wealth Advisory
Texas
USD 7.98 M +USD 1.09 M +11,421 +16%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
USD 7.72 M +USD 409 k +4,283 +6%
Osaic Holdings
23
Osaic Holdings
Arizona
USD 7.29 M +USD 1.83 M +19,218 +35%
Legacy Financial Group (Iowa)
24
Legacy Financial Group (Iowa)
Iowa
USD 7.12 M -USD 132 k -1,387 -2%
Harbour Investments
25
Harbour Investments
Wisconsin
USD 6.88 M +USD 84.2 k +883 +1%
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