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icono de AOR

iShares Core 60/40 Balanced Allocation ETF
AOR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morton Brown Family Wealth
251
Morton Brown Family Wealth
Pennsylvania
USD 450 k +USD 1.16 k +17 +0.3%
ML
252
MTCO Ltd
USD 450 k +USD 441 k +6,470 Nuevas
BCV Asset Management
253
BCV Asset Management
USD 447 k – – –
IAIM
254
International Assets Investment Management
Florida
USD 438 k -USD 15.7 k -230 -4%
Advisory Services Network
255
Advisory Services Network
Georgia
USD 436 k +USD 17.2 k +253 +4%
Mather Group
256
Mather Group
Illinois
USD 432 k -USD 61.2 k -898 -13%
Buttonwood Financial Group
257
Buttonwood Financial Group
Missouri
USD 426 k -USD 34.7 k -509 -8%
Northern Trust
258
Northern Trust
Illinois
USD 426 k +USD 418 k +6,131 Nuevas
Bellwether Advisors
259
Bellwether Advisors
Nebraska
USD 425 k +USD 86.8 k +1,275 +26%
Saxony Capital Management
260
Saxony Capital Management
Missouri
USD 424 k +USD 4.29 k +63 +1%
Ballast Rock Private Wealth
261
Ballast Rock Private Wealth
South Carolina
USD 420 k +USD 1.57 k +23 +0.4%
Wealthedge Investment Advisors
262
Wealthedge Investment Advisors
New York
USD 415 k -USD 42.7 k -627 -10%
Atria Investments
263
Atria Investments
North Carolina
USD 410 k +USD 402 k +5,899 Nuevas
Premier Private Wealth Management
264
Premier Private Wealth Management
Florida
USD 408 k -USD 8.17 k -120 -2%
Boston Standard Wealth Management
265
Boston Standard Wealth Management
Massachusetts
USD 408 k +USD 4.77 k +70 +1%
Vested Financial Planning
266
Vested Financial Planning
California
USD 407 k +USD 398 k +5,850 Nuevas
RDA Financial Network
267
RDA Financial Network
Iowa
USD 406 k -USD 9.19 k -135 -2%
Centerline Wealth Advisors
268
Centerline Wealth Advisors
Kentucky
USD 400 k -USD 155 k -2,283 -28%
GHP Investment Advisors
269
GHP Investment Advisors
Colorado
USD 399 k – – –
Rothschild Investment LLC
270
Rothschild Investment LLC
Illinois
USD 394 k +USD 68.1 k +1,000 +21%
Destiny Wealth Partners
271
Destiny Wealth Partners
Florida
USD 393 k -USD 953 -14 -0.2%
Manchester Financial
272
Manchester Financial
California
USD 393 k +USD 36.7 k +539 +11%
PFG Investments
273
PFG Investments
New York
USD 391 k +USD 54.8 k +804 +17%
SignatureFD
274
SignatureFD
Georgia
USD 388 k +USD 78.2 k +1,148 +26%
Cardinal Point Capital Management
275
Cardinal Point Capital Management
Ontario, Canada
USD 386 k -USD 10.6 k -155 -3%
9 10
11
12 13