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iShares Core 60/40 Balanced Allocation ETF
AOR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Ellenbecker Investment Group
26
Ellenbecker Investment Group
Wisconsin
USD 11.1 M +USD 921 k +13,526 +9%
PAYA
27
Phil A. Younker & Associates
Alaska
USD 11 M -USD 1.26 M -18,483 -10%
Creative Planning
28
Creative Planning
Kansas
USD 10.1 M +USD 1.28 M +18,795 +15%
Kestra Private Wealth Services
29
Kestra Private Wealth Services
Texas
USD 10 M -USD 864 k -12,690 -8%
Lodestar Private Asset Management
30
Lodestar Private Asset Management
California
USD 9.6 M +USD 818 k +12,013 +10%
TRUE Private Wealth Advisors
31
TRUE Private Wealth Advisors
Oregon
USD 8.52 M -USD 51.1 k -750 -0.6%
HA
32
Hanover Advisors
South Carolina
USD 8.44 M +USD 3.66 M +53,719 +79%
Kestra Advisory Services
33
Kestra Advisory Services
Texas
USD 7.99 M +USD 180 k +2,648 +2%
One Capital Management
34
One Capital Management
California
USD 7.95 M – – –
E3F
35
Eight 31 Financial
Texas
USD 7.76 M +USD 103 k +1,509 +1%
HNH
36
Hopwood Nicholas Hunter
USD 7.62 M -USD 81.7 k -1,199 -1%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
USD 7.34 M +USD 837 k +12,294 +13%
LWPC
38
Legacy Wealth Partners (Colorado)
Colorado
USD 6.81 M +USD 120 k +1,757 +2%
SFWC
39
Strategic Family Wealth Counselors
New Jersey
USD 6.72 M +USD 149 k +2,184 +2%
CPW
40
Cogent Private Wealth
Florida
USD 6.14 M -USD 1.35 M -19,819 -18%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
USD 6.14 M +USD 700 k +10,286 +13%
Prosperity Consulting Group
42
Prosperity Consulting Group
Maryland
USD 6.08 M +USD 405 k +5,954 +7%
WFL
43
Wealth Forward LLC
North Dakota
USD 6.03 M +USD 74.7 k +1,097 +1%
WCG
44
Weaver Consulting Group
California
USD 5.98 M +USD 274 k +4,024 +5%
Unique Wealth
45
Unique Wealth
Florida
USD 5.74 M -USD 673 k -9,882 -11%
RWA Wealth Partners
46
RWA Wealth Partners
Massachusetts
USD 5.69 M +USD 1.66 M +24,377 +42%
VIP
47
Viewpoint Investment Partners
Alberta, Canada
USD 5.68 M – – –
RFA
48
Reyes Financial Architecture
California
USD 5.65 M +USD 5.32 M +78,054 +2,390%
First Foundation Advisors
49
First Foundation Advisors
California
USD 5.51 M +USD 277 k +4,063 +5%
Stratos Wealth Partners
50
Stratos Wealth Partners
Ohio
USD 5.41 M +USD 4.05 M +59,526 +324%
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