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iShares Core Conservative Allocation ETF
AOK

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Networth Advisors
176
Networth Advisors
Pennsylvania
USD 12.3 k +USD 12.2 k +297 Nuevas
IFG Advisory
177
IFG Advisory
Georgia
USD 10.4 k +USD 10.3 k +251 Nuevas
MWM
178
Mascoma Wealth Management
New Hampshire
USD 7.59 k – – –
O'Shaughnessy Asset Management
179
O'Shaughnessy Asset Management
Connecticut
USD 7.59 k – – –
NVWM LLC
180
NVWM LLC
Pennsylvania
USD 7.3 k – – –
Mather Group
181
Mather Group
Illinois
USD 6.27 k – – –
StrongBox Wealth
182
StrongBox Wealth
Missouri
USD 2.2 k +USD 2.18 k +53 Nuevas
BNP Paribas Financial Markets
183
BNP Paribas Financial Markets
France
USD 1.62 k +USD 451 +11 +39%
Blue Trust Inc
184
Blue Trust Inc
Georgia
USD 1.12 k +USD 1.11 k +27 Nuevas
Lloyd Advisory Services
185
Lloyd Advisory Services
Georgia
USD 1.02 k +USD 1.03 k +25 Nuevas
Clearstead Advisors
186
Clearstead Advisors
Ohio
USD 650 – – –
KMG Fiduciary Partners
187
KMG Fiduciary Partners
Ohio
– -USD 1.4 M -35,038 Cerradas
Unique Wealth
188
Unique Wealth
Florida
– -USD 489 k -12,255 Cerradas
Dynamic Advisor Solutions
189
Dynamic Advisor Solutions
Arizona
– -USD 341 k -8,541 Cerradas
TD Private Client Wealth
190
TD Private Client Wealth
New York
– -USD 179 k -4,490 Cerradas
MAI Capital Management
191
MAI Capital Management
Ohio
– -USD 75 k -1,881 Cerradas
Medallion Wealth Advisors
192
Medallion Wealth Advisors
Connecticut
– -USD 53.3 k -1,337 Cerradas
Wellington-Altus USA
193
Wellington-Altus USA
Manitoba, Canada
– -USD 37.3 k -900 Cerradas
Advisory Services Network
194
Advisory Services Network
Georgia
– -USD 30.9 k -774 Cerradas
Root Financial Partners
195
Root Financial Partners
California
– -USD 4.27 k -107 Cerradas
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