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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
Peregrine Asset Advisers
276
Peregrine Asset Advisers
Oregon
USD 384 k +USD 1.02 k +15 +0.3%
StoneX Group
277
StoneX Group
New York
USD 381 k – – –
Per Stirling Capital Management
278
Per Stirling Capital Management
Texas
USD 380 k +USD 749 +11 +0.2%
Modera Wealth Management
279
Modera Wealth Management
New Jersey
USD 379 k -USD 113 k -1,657 -23%
Flynn Zito Capital Management
280
Flynn Zito Capital Management
New York
USD 378 k -USD 5.04 k -74 -1%
Somnio Financial Group
281
Somnio Financial Group
Connecticut
USD 367 k +USD 17.8 k +262 +5%
Merit Financial Group
282
Merit Financial Group
Georgia
USD 366 k -USD 26.7 k -392 -7%
Box Hill Private Wealth
283
Box Hill Private Wealth
Arizona
USD 364 k -USD 46.6 k -685 -12%
Clear Creek Financial Management
284
Clear Creek Financial Management
Washington
USD 364 k +USD 13.6 k +200 +4%
Elevate Wealth Advisory
285
Elevate Wealth Advisory
Georgia
USD 361 k -USD 1.09 k -16 -0.3%
CIBC World Market
286
CIBC World Market
Ontario, Canada
USD 358 k – – –
ABLE Financial Group
287
ABLE Financial Group
Arizona
USD 357 k +USD 53.8 k +790 +18%
Pacific Capital Wealth Advisors
288
Pacific Capital Wealth Advisors
California
USD 356 k -USD 7.36 k -108 -2%
Pacific Sage Partners
289
Pacific Sage Partners
Washington
USD 353 k +USD 10.8 k +158 +3%
Atomi Financial Group
290
Atomi Financial Group
New York
USD 350 k -USD 20 k -293 -5%
Approach Retirement Advisors
291
Approach Retirement Advisors
Alabama
USD 348 k +USD 23.8 k +350 +8%
Schuylkill Financial
292
Schuylkill Financial
Pennsylvania
USD 347 k +USD 340 k +4,990 Nuevas
VFS
293
Valpey Financial Services
New Hampshire
USD 345 k -USD 9.9 k -146 -3%
Pension & Wealth Management Advisors
294
Pension & Wealth Management Advisors
Massachusetts
USD 345 k +USD 56.3 k +826 +20%
Chesapeake Wealth Management
295
Chesapeake Wealth Management
Virginia
USD 344 k +USD 20.4 k +300 +6%
AWA
296
Aquire Wealth Advisors
Utah
USD 344 k +USD 6.88 k +101 +2%
Halbert Hargrove Global Advisors
297
Halbert Hargrove Global Advisors
California
USD 341 k -USD 118 k -1,728 -26%
Carret Asset Management
298
Carret Asset Management
New York
USD 340 k – – –
SouthState Corp
299
SouthState Corp
Florida
USD 338 k – – –
Arax Advisory Partners
300
Arax Advisory Partners
Colorado
USD 337 k +USD 76.8 k +1,127 +30%
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