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iShares Core 60/40 Balanced Allocation ETF
AOR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Allworth Financial
101
Allworth Financial
California
USD 2.08 M -USD 115 k -1,684 -5%
Jones Financial Companies
102
Jones Financial Companies
Missouri
USD 2.07 M +USD 303 k +4,446 +17%
Dynamic Advisor Solutions
103
Dynamic Advisor Solutions
Arizona
USD 2.03 M -USD 1.19 M -17,426 -37%
Lido Advisors
104
Lido Advisors
California
USD 2.02 M -USD 18 k -264 -0.9%
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
USD 2 M +USD 507 k +7,451 +35%
Integrated Wealth Concepts
106
Integrated Wealth Concepts
Massachusetts
USD 1.98 M +USD 236 k +3,465 +14%
Prentice Wealth Management
107
Prentice Wealth Management
New York
USD 1.98 M +USD 109 k +1,594 +6%
Equitable Holdings
108
Equitable Holdings
New York
USD 1.96 M +USD 124 k +1,814 +7%
MA
109
Mutual Advisors
Nebraska
USD 1.96 M +USD 7.08 k +104 +0.4%
Institute for Wealth Management
110
Institute for Wealth Management
Colorado
USD 1.95 M +USD 404 k +5,936 +27%
IMA Advisory Services
111
IMA Advisory Services
Colorado
USD 1.88 M +USD 62.3 k +915 +3%
RTD Financial Advisors
112
RTD Financial Advisors
Pennsylvania
USD 1.83 M +USD 20.1 k +295 +1%
Sentinus LLC
113
Sentinus LLC
Illinois
USD 1.82 M -USD 119 k -1,747 -6%
Perigon Wealth Management
114
Perigon Wealth Management
California
USD 1.81 M +USD 139 k +2,037 +9%
Moss Adams Wealth Advisors
115
Moss Adams Wealth Advisors
Washington
USD 1.79 M -USD 42.7 k -627 -2%
Federation des caisses Desjardins du Quebec
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
USD 1.75 M +USD 17.3 k +254 +1%
OneDigital Investment Advisors
117
OneDigital Investment Advisors
Kansas
USD 1.73 M +USD 209 k +3,065 +14%
Partners Capital Investment Group
118
Partners Capital Investment Group
Massachusetts
USD 1.7 M +USD 7.76 k +114 +0.5%
Westmount Partners
119
Westmount Partners
California
USD 1.69 M +USD 477 k +7,006 +41%
Legacy Financial Group (Iowa)
120
Legacy Financial Group (Iowa)
Iowa
USD 1.66 M -USD 77.8 k -1,143 -5%
Cerity Partners
121
Cerity Partners
New York
USD 1.65 M +USD 788 k +11,570 +95%
Sanctuary Advisors
122
Sanctuary Advisors
Indiana
USD 1.62 M +USD 263 k +3,862 +20%
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
USD 1.61 M +USD 394 k +5,788 +33%
Orcam Financial Group
124
Orcam Financial Group
California
USD 1.49 M +USD 955 k +14,030 +188%
MPS Loria Financial Planners
125
MPS Loria Financial Planners
Illinois
USD 1.46 M -USD 2.11 k -31 -0.1%
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