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iShares Core Moderate Allocation ETF
AOM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Ellenbecker Investment Group
26
Ellenbecker Investment Group
Wisconsin
USD 4.16 M +USD 107 k +2,181 +3%
Hershey Financial Advisers
27
Hershey Financial Advisers
Pennsylvania
USD 4.08 M +USD 102 k +2,069 +3%
Taylor Financial Group
28
Taylor Financial Group
Virginia
USD 4.05 M +USD 172 k +3,498 +5%
Onyx Bridge Wealth Group
29
Onyx Bridge Wealth Group
New York
USD 3.96 M +USD 83.8 k +1,706 +2%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
USD 3.83 M -USD 10 k -203 -0.3%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
USD 3.75 M -USD 266 k -5,423 -7%
Brookstone Capital Management
32
Brookstone Capital Management
Illinois
USD 3.65 M -USD 3.1 k -63 -0.1%
Consilium Wealth Advisory
33
Consilium Wealth Advisory
Texas
USD 3.59 M -USD 230 k -4,672 -6%
JP Morgan Chase
34
JP Morgan Chase
New York
USD 3.58 M +USD 230 k +4,691 +7%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
USD 3.36 M -USD 27.4 k -557 -0.8%
MA
36
Mutual Advisors
Nebraska
USD 3.29 M -USD 11.3 k -231 -0.3%
Kestra Advisory Services
37
Kestra Advisory Services
Texas
USD 3.26 M +USD 221 k +4,495 +7%
Basso Capital Management
38
Basso Capital Management
Connecticut
USD 3.12 M +USD 3.07 M +62,530 Nuevas
Jim Saulnier & Associates
39
Jim Saulnier & Associates
Colorado
USD 3.1 M +USD 261 k +5,313 +9%
AE Wealth Management
40
AE Wealth Management
Kansas
USD 3.1 M +USD 2.43 M +49,451 +393%
VH
41
VVR Holdings
Washington
USD 2.91 M -USD 143 k -2,911 -5%
American Trust
42
American Trust
Kentucky
USD 2.86 M +USD 1.66 M +33,713 +143%
Cogent Private Wealth
43
Cogent Private Wealth
Florida
USD 2.65 M +USD 2.61 M +53,182 Nuevas
Private Advisor Group
44
Private Advisor Group
New Jersey
USD 2.48 M -USD 396 k -8,061 -14%
Aspiriant LLC
45
Aspiriant LLC
California
USD 2.48 M – – –
TRUE Private Wealth Advisors
46
TRUE Private Wealth Advisors
Oregon
USD 2.47 M +USD 1.13 k +23 +0%
GTS Securities
47
GTS Securities
Florida
USD 2.38 M -USD 4.57 M -92,984 -66%
Enclave Advisors
48
Enclave Advisors
Texas
USD 2.25 M -USD 60.9 k -1,240 -3%
Beacon Financial Advisory
49
Beacon Financial Advisory
Ohio
USD 2.22 M +USD 14.4 k +294 +0.7%
Manske Wealth Management
50
Manske Wealth Management
Texas
USD 2.11 M +USD 9.8 k +200 +0.5%
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