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iShares Core 60/40 Balanced Allocation ETF
AOR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
BlackRock
1
BlackRock
New York
USD 136 M +USD 2.71 M +39,766 +2%
LPL Financial
2
LPL Financial
California
USD 74.1 M -USD 8.08 M -118,652 -10%
WAM
3
Worth Asset Management
Texas
USD 51.6 M +USD 3.59 M +52,693 +8%
JP Morgan Chase
4
JP Morgan Chase
New York
USD 46.3 M +USD 1.23 M +18,002 +3%
Bank of America
5
Bank of America
North Carolina
USD 40.7 M -USD 202 k -2,972 -0.5%
Mesirow Financial Investment Management
6
Mesirow Financial Investment Management
Illinois
USD 39.3 M +USD 179 k +2,633 +0.5%
Wells Fargo
7
Wells Fargo
California
USD 39.1 M +USD 3.08 M +45,294 +9%
Morgan Stanley
8
Morgan Stanley
New York
USD 36.5 M -USD 3.31 M -48,534 -8%
Aspiriant LLC
9
Aspiriant LLC
California
USD 35.8 M +USD 403 k +5,921 +1%
CWA
10
Consilium Wealth Advisory
Texas
USD 31.9 M +USD 2.5 M +36,730 +9%
JSA
11
Jim Saulnier & Associates
Colorado
USD 31.5 M +USD 2.8 M +41,160 +10%
Foundations Investment Advisors
12
Foundations Investment Advisors
Arizona
USD 27.1 M +USD 2.41 M +35,376 +10%
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
USD 23.4 M -USD 395 k -5,805 -2%
Lebenthal Global Advisors
14
Lebenthal Global Advisors
New York
USD 22.5 M +USD 303 k +4,455 +1%
MFS
15
Madrid Financial Services
California
USD 21.3 M +USD 2.28 M +33,525 +12%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
USD 20.9 M +USD 1.52 M +22,365 +8%
AssetMark Inc
17
AssetMark Inc
California
USD 20.2 M +USD 257 k +3,773 +1%
BSW Wealth Partners
18
BSW Wealth Partners
Colorado
USD 19.2 M +USD 1.72 M +25,313 +10%
Waverly Advisors
19
Waverly Advisors
Alabama
USD 17.1 M -USD 593 k -8,707 -3%
Raymond James Financial
20
Raymond James Financial
Florida
USD 16.8 M +USD 725 k +10,639 +5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
USD 15.8 M +USD 918 k +13,482 +6%
Osaic Holdings
22
Osaic Holdings
Arizona
USD 15.1 M +USD 4.75 M +69,717 +47%
UBS Group
23
UBS Group
Switzerland
USD 13 M -USD 1.54 M -22,630 -11%
Stifel Financial
24
Stifel Financial
Missouri
USD 12.8 M +USD 331 k +4,855 +3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
USD 12.4 M +USD 1.16 M +17,050 +11%
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