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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
Stirlingshire Investments
326
Stirlingshire Investments
New York
USD 286 k +USD 953 +14 +0.3%
AQR Capital Management
327
AQR Capital Management
Connecticut
USD 282 k +USD 277 k +4,062 Nuevas
Onyx Bridge Wealth Group
328
Onyx Bridge Wealth Group
New York
USD 281 k +USD 39.6 k +582 +17%
XML Financial
329
XML Financial
Maryland
USD 278 k -USD 150 k -2,196 -35%
JMG Financial Group
330
JMG Financial Group
Illinois
USD 278 k – – –
Zacks Investment Management
331
Zacks Investment Management
Illinois
USD 278 k +USD 272 k +3,993 Nuevas
Parallel Advisors
332
Parallel Advisors
California
USD 274 k +USD 28.9 k +424 +12%
Private Client Services
333
Private Client Services
Kentucky
USD 274 k +USD 12.3 k +181 +5%
Van Hulzen Asset Management
334
Van Hulzen Asset Management
California
USD 272 k +USD 53.9 k +792 +25%
Great Valley Advisor Group
335
Great Valley Advisor Group
Delaware
USD 270 k -USD 5.31 k -78 -2%
Prime Capital Investment Advisors
336
Prime Capital Investment Advisors
Kansas
USD 270 k – – –
Cooper Financial Group
337
Cooper Financial Group
California
USD 270 k +USD 265 k +3,884 Nuevas
Landmark Wealth Management (New York)
338
Landmark Wealth Management (New York)
New York
USD 268 k +USD 24.2 k +355 +10%
Syverson Strege & Co
339
Syverson Strege & Co
Iowa
USD 264 k -USD 4.9 k -72 -2%
HM Payson & Co
340
HM Payson & Co
Maine
USD 259 k +USD 254 k +3,725 Nuevas
Wealthspire Advisors (New York)
341
Wealthspire Advisors (New York)
New York
USD 255 k +USD 11.5 k +169 +5%
CCA
342
Cypress Capital Advisors
Tennessee
USD 252 k – – –
Fermata Advisors
343
Fermata Advisors
California
USD 251 k – – –
B. Riley Wealth Advisors
344
B. Riley Wealth Advisors
Florida
USD 251 k +USD 19 k +279 +8%
SageView Advisory Group
345
SageView Advisory Group
California
USD 248 k +USD 243 k +3,563 Nuevas
Center for Financial Planning
346
Center for Financial Planning
Michigan
USD 244 k +USD 1.16 k +17 +0.5%
BCWM LLC
347
BCWM LLC
Kansas
USD 239 k -USD 1.43 k -21 -0.6%
Ferguson Wellman Capital Management
348
Ferguson Wellman Capital Management
Oregon
USD 239 k – – –
FCA Corp
349
FCA Corp
Texas
USD 238 k – – –
CarsonAllaria Wealth Management
350
CarsonAllaria Wealth Management
Illinois
USD 237 k -USD 272 -4 -0.1%
12 13
14
15 16