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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
Diversify Wealth Management
176
Diversify Wealth Management
Utah
USD 807 k -USD 103 k -1,507 -11%
Diversify Advisory Services
177
Diversify Advisory Services
Utah
USD 807 k +USD 806 k +11,837 Nuevas
Golden State Wealth Management
178
Golden State Wealth Management
California
USD 807 k +USD 13.3 k +196 +2%
Pure Financial Advisors
179
Pure Financial Advisors
California
USD 806 k +USD 1.09 k +16 +0.1%
New England Private Wealth Advisors
180
New England Private Wealth Advisors
Massachusetts
USD 804 k +USD 6.61 k +97 +0.8%
PDS Planning
181
PDS Planning
Ohio
USD 804 k +USD 817 +12 +0.1%
Beacon Financial Advisory
182
Beacon Financial Advisory
Ohio
USD 767 k +USD 3.27 k +48 +0.4%
Ameritas Advisory Services
183
Ameritas Advisory Services
Nebraska
USD 758 k +USD 743 k +10,903 Nuevas
Valmark Advisers
184
Valmark Advisers
Ohio
USD 753 k -USD 10.2 k -150 -1%
Integrity Wealth Solutions
185
Integrity Wealth Solutions
Colorado
USD 753 k +USD 3.06 k +45 +0.4%
Clearview Wealth Management
186
Clearview Wealth Management
California
USD 744 k +USD 3 k +44 +0.4%
Cahaba Wealth Management
187
Cahaba Wealth Management
Georgia
USD 737 k – – –
Miracle Mile Advisors
188
Miracle Mile Advisors
California
USD 734 k -USD 86.6 k -1,272 -11%
Mercer Global Advisors
189
Mercer Global Advisors
Colorado
USD 733 k +USD 151 k +2,213 +27%
Heirloom Wealth Management
190
Heirloom Wealth Management
Colorado
USD 715 k +USD 88.4 k +1,298 +14%
NewEdge Advisors
191
NewEdge Advisors
Louisiana
USD 714 k +USD 279 k +4,099 +66%
Busey Bank
192
Busey Bank
Illinois
USD 697 k – – –
Brio Consultants
193
Brio Consultants
California
USD 695 k -USD 72.2 k -1,060 -10%
Focus Financial Network
194
Focus Financial Network
Minnesota
USD 694 k -USD 1.08 M -15,791 -61%
Stonebridge Financial Group (Pennsylvania)
195
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
USD 692 k -USD 131 k -1,929 -16%
World Investment Advisors
196
World Investment Advisors
California
USD 688 k – – –
Dorval Corp
197
Dorval Corp
Minnesota
USD 681 k +USD 254 k +3,725 +61%
Northwest Wealth Management
198
Northwest Wealth Management
Iowa
USD 677 k -USD 56.2 k -825 -8%
Advisornet Financial
199
Advisornet Financial
Minnesota
USD 677 k +USD 20 k +294 +3%
Cornerstone Planning Group
200
Cornerstone Planning Group
New Jersey
USD 673 k +USD 36.8 k +541 +6%
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