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iShares Core 60/40 Balanced Allocation ETF
AOR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Mariner
51
Mariner
Kansas
USD 5.35 M +USD 1.06 M +15,600 +25%
Patton Albertson Miller Group
52
Patton Albertson Miller Group
Tennessee
USD 5.32 M -USD 335 k -4,923 -6%
Bell Investment Advisors
53
Bell Investment Advisors
California
USD 5.29 M -USD 426 k -6,257 -8%
Strategic Blueprint
54
Strategic Blueprint
Georgia
USD 5.08 M +USD 1.86 M +27,296 +60%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
USD 5 M +USD 948 k +13,913 +24%
Almitas Capital
56
Almitas Capital
California
USD 4.86 M +USD 4.76 M +69,946 Nuevas
LBMC Investment Advisors
57
LBMC Investment Advisors
Tennessee
USD 4.83 M -USD 72.9 k -1,070 -2%
Ameriprise
58
Ameriprise
Minnesota
USD 4.48 M +USD 334 k +4,901 +8%
Brookstone Capital Management
59
Brookstone Capital Management
Illinois
USD 4.44 M -USD 57.8 k -849 -1%
ARQ Wealth Advisors
60
ARQ Wealth Advisors
Arizona
USD 4.26 M +USD 4.23 M +62,159 Nuevas
Truist Financial
61
Truist Financial
North Carolina
USD 4.25 M -USD 266 k -3,907 -6%
Fort Henry Capital
62
Fort Henry Capital
West Virginia
USD 4.23 M +USD 90.9 k +1,335 +2%
Benjamin Edwards Inc
63
Benjamin Edwards Inc
Missouri
USD 4.2 M +USD 1.93 M +28,332 +88%
GeoWealth Management
64
GeoWealth Management
Illinois
USD 4.15 M +USD 39.9 k +586 +1%
Corient Private Wealth
65
Corient Private Wealth
Florida
USD 4.11 M -USD 682 k -10,012 -14%
BlueStem Wealth Partners
66
BlueStem Wealth Partners
Minnesota
USD 4.08 M -USD 181 k -2,664 -4%
HighPoint Advisor Group
67
HighPoint Advisor Group
Illinois
USD 3.95 M -USD 257 k -3,770 -6%
&Partners
68
&Partners
Tennessee
USD 3.89 M +USD 140 k +2,049 +4%
National Bank of Canada
69
National Bank of Canada
Quebec, Canada
USD 3.83 M +USD 1.49 M +21,845 +66%
Basso Capital Management
70
Basso Capital Management
Connecticut
USD 3.7 M +USD 3.63 M +53,294 Nuevas
Bank of New York Mellon
71
Bank of New York Mellon
New York
USD 3.66 M +USD 30.9 k +454 +0.9%
Avior Wealth Management
72
Avior Wealth Management
Nebraska
USD 3.6 M +USD 1.24 M +18,239 +54%
HighTower Advisors
73
HighTower Advisors
Illinois
USD 3.5 M -USD 504 k -7,401 -13%
Dakota Wealth Management
74
Dakota Wealth Management
Florida
USD 3.42 M -USD 64.1 k -941 -2%
Intrua Financial
75
Intrua Financial
Texas
USD 3.41 M -USD 253 k -3,713 -7%
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