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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
Placemark Investments
1
Placemark Investments
Illinois
USD 10.5 M +USD 169 k +4,278 +2%
LPL Financial
2
LPL Financial
California
USD 5.33 M +USD 592 k +14,962 +13%
BlackRock Institutional Trust
3
BlackRock Institutional Trust
California
USD 4.58 M +USD 1.4 M +35,303 +45%
Morgan Stanley
4
Morgan Stanley
New York
USD 3.88 M +USD 785 k +19,866 +26%
Bank of America
5
Bank of America
North Carolina
USD 2.75 M +USD 670 k +16,947 +33%
Cetera Advisor Networks
6
Cetera Advisor Networks
California
USD 2.35 M +USD 219 k +5,540 +11%
VFS
7
VSR Financial Services
Kansas
USD 1.97 M +USD 375 k +9,491 +24%
UBS
8
UBS
Switzerland
USD 1.47 M +USD 86.7 k +2,192 +6%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
USD 1.39 M +USD 140 k +3,544 +12%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
USD 1.24 M -USD 52.3 k -1,324 -4%
Citigroup
11
Citigroup
New York
USD 1.16 M +USD 1.14 M +28,775 Nuevas
Efficient Advisors
12
Efficient Advisors
Ohio
USD 1.15 M -USD 96.1 k -2,431 -8%
NewSquare Capital
13
NewSquare Capital
Pennsylvania
USD 1.08 M -USD 175 k -4,425 -14%
LBMC Investment Advisors
14
LBMC Investment Advisors
Tennessee
USD 1.06 M -USD 627 k -15,851 -38%
Ladenburg Thalmann Financial Services
15
Ladenburg Thalmann Financial Services
Florida
USD 981 k +USD 38.4 k +970 +4%
Boston Research & Management
16
Boston Research & Management
Massachusetts
USD 949 k +USD 32 k +810 +4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 701 k -USD 57.6 k -1,458 -8%
Waverly Advisors
18
Waverly Advisors
Alabama
USD 641 k +USD 263 k +6,650 +72%
Oakworth Capital
19
Oakworth Capital
Alabama
USD 534 k – – –
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
USD 497 k +USD 486 k +12,284 Nuevas
Ameriprise
21
Ameriprise
Minnesota
USD 431 k -USD 614 k -15,539 -59%
SII Investments
22
SII Investments
Wisconsin
USD 416 k +USD 406 k +10,269 Nuevas
National Planning Corporation
23
National Planning Corporation
California
USD 363 k – – –
Virtu KCG Holdings
24
Virtu KCG Holdings
New York
USD 315 k -USD 70.2 k -1,776 -19%
Annex Advisory Services
25
Annex Advisory Services
Wisconsin
USD 315 k +USD 77.2 k +1,952 +34%
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