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icono de AOK

iShares Core Conservative Allocation ETF
AOK

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 26.1 M -USD 375 k -9,143 -1%
BlackRock
2
BlackRock
New York
USD 15.8 M +USD 1.54 M +37,548 +11%
SIS
3
Strategic Investment Solutions
Illinois
USD 14.4 M -USD 2.02 M -49,148 -12%
ECA
4
Elevation Capital Advisory
Oregon
USD 12.1 M +USD 7.77 M +189,425 +184%
Curran Financial Partners
5
Curran Financial Partners
South Carolina
USD 9.39 M +USD 954 k +23,256 +11%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
USD 8.62 M +USD 309 k +7,522 +4%
Morgan Stanley
7
Morgan Stanley
New York
USD 7.27 M +USD 112 k +2,735 +2%
Cambridge Associates
8
Cambridge Associates
Massachusetts
USD 7.08 M +USD 7.01 M +170,773 Nuevas
One Capital Management
9
One Capital Management
California
USD 6.99 M – – –
Bank of America
10
Bank of America
North Carolina
USD 6.78 M -USD 105 k -2,562 -2%
IAG
11
Investment Advisory Group
Massachusetts
USD 6.57 M +USD 457 k +11,127 +8%
WCG
12
Weaver Consulting Group
California
USD 6.45 M +USD 283 k +6,892 +5%
Osaic Holdings
13
Osaic Holdings
Arizona
USD 5.42 M +USD 1.68 M +40,863 +45%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
USD 4.75 M +USD 446 k +10,875 +10%
Wells Fargo
15
Wells Fargo
California
USD 4.26 M -USD 224 k -5,450 -5%
HFA
16
Hershey Financial Advisers
Pennsylvania
USD 4 M +USD 3.95 M +96,363 Nuevas
Stifel Financial
17
Stifel Financial
Missouri
USD 3.87 M +USD 893 k +21,761 +30%
Foundations Investment Advisors
18
Foundations Investment Advisors
Arizona
USD 3.45 M +USD 161 k +3,913 +5%
GTS Securities
19
GTS Securities
Florida
USD 3.39 M +USD 3.35 M +81,672 Nuevas
Private Advisor Group
20
Private Advisor Group
New Jersey
USD 2.77 M -USD 203 k -4,936 -7%
HNWAG
21
High Net Worth Advisory Group
Florida
USD 2.6 M +USD 246 k +6,000 +11%
GWM
22
Gilpin Wealth Management
Colorado
USD 2.59 M -USD 349 k -8,510 -12%
LCWP
23
Legacy Capital Wealth Partners
Arkansas
USD 2.28 M – – –
ACM
24
Avalon Capital Management
California
USD 2.1 M -USD 28.2 k -686 -1%
Sentinus LLC
25
Sentinus LLC
Illinois
USD 1.98 M +USD 311 k +7,582 +19%
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