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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
Bank of America
1
Bank of America
North Carolina
USD 264 M +USD 217 M +5,367,669 +476%
Strategic Wealth Partners Group
2
Strategic Wealth Partners Group
Illinois
USD 56.7 M -USD 423 k -10,464 -0.7%
BlackRock Institutional Trust
3
BlackRock Institutional Trust
California
USD 34.4 M +USD 2.21 M +54,545 +7%
Wells Fargo
4
Wells Fargo
California
USD 19.5 M +USD 7.76 M +191,843 +66%
UBS Group
5
UBS Group
Switzerland
USD 14.4 M +USD 29.5 k +730 +0.2%
Morgan Stanley
6
Morgan Stanley
New York
USD 13.5 M +USD 4.34 M +107,198 +47%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
USD 12 M +USD 11.9 M +293,674 +16,154%
LPL Financial
8
LPL Financial
California
USD 8.93 M +USD 1.61 M +39,856 +22%
Raymond James Financial Services Advisors
9
Raymond James Financial Services Advisors
Florida
USD 6.12 M +USD 609 k +15,042 +11%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
USD 4.75 M +USD 405 k +10,010 +9%
Snowden Capital Advisors
11
Snowden Capital Advisors
New York
USD 4.58 M -USD 165 k -4,079 -3%
Patton Albertson Miller Group
12
Patton Albertson Miller Group
Tennessee
USD 3.63 M -USD 64.8 k -1,602 -2%
Madrona Financial Services
13
Madrona Financial Services
Washington
USD 2.98 M +USD 39.4 k +974 +1%
LBMC Investment Advisors
14
LBMC Investment Advisors
Tennessee
USD 2.81 M -USD 405 -10 -0%
Regal Investment Advisors
15
Regal Investment Advisors
Michigan
USD 2.72 M +USD 129 k +3,196 +5%
V Wealth Advisors
16
V Wealth Advisors
Kansas
USD 2.38 M +USD 337 k +8,341 +17%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
USD 2.21 M +USD 42 k +1,039 +2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
USD 2.02 M +USD 253 k +6,262 +14%
Jackson Wealth Management
19
Jackson Wealth Management
Florida
USD 1.74 M -USD 35.8 k -885 -2%
Aveo Capital Partners
20
Aveo Capital Partners
Colorado
USD 1.68 M +USD 1.67 M +41,310 Nuevas
Annex Advisory Services
21
Annex Advisory Services
Wisconsin
USD 1.52 M +USD 79.4 k +1,963 +6%
Burt Wealth Advisors
22
Burt Wealth Advisors
Maryland
USD 1.49 M -USD 8.58 k -212 -0.6%
Stonehearth Capital Management
23
Stonehearth Capital Management
Massachusetts
USD 1.48 M +USD 12.6 k +311 +0.9%
Ameriprise
24
Ameriprise
Minnesota
USD 1.47 M +USD 292 k +7,218 +25%
Cetera Advisor Networks
25
Cetera Advisor Networks
California
USD 1.45 M -USD 450 k -11,130 -24%
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