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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 43.1 M +USD 1.62 M +37,572 +4%
BlackRock
2
BlackRock
New York
USD 41.7 M +USD 2.13 M +49,478 +5%
Strategic Wealth Partners Group
3
Strategic Wealth Partners Group
Illinois
USD 35.2 M -USD 1.12 M -26,060 -3%
UBS Group
4
UBS Group
Switzerland
USD 15.2 M +USD 74.5 k +1,727 +0.5%
LPL Financial
5
LPL Financial
California
USD 15 M +USD 746 k +17,299 +5%
Morgan Stanley
6
Morgan Stanley
New York
USD 12.8 M -USD 737 k -17,095 -6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
USD 12.6 M +USD 1.9 k +44 +0%
Wells Fargo
8
Wells Fargo
California
USD 12.5 M -USD 2.06 M -47,687 -14%
Raymond James Financial Services Advisors
9
Raymond James Financial Services Advisors
Florida
USD 7.7 M +USD 1.51 M +34,935 +25%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
USD 5.42 M +USD 423 k +9,805 +9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
USD 5.29 M +USD 64.2 k +1,488 +1%
Madrona Financial Services
12
Madrona Financial Services
Washington
USD 4.37 M +USD 261 k +6,043 +6%
Patton Albertson Miller Group
13
Patton Albertson Miller Group
Tennessee
USD 3.96 M -USD 124 k -2,867 -3%
Regal Investment Advisors
14
Regal Investment Advisors
Michigan
USD 3.41 M +USD 213 k +4,946 +7%
Lido Advisors
15
Lido Advisors
California
USD 3.2 M +USD 773 k +17,927 +32%
LBMC Investment Advisors
16
LBMC Investment Advisors
Tennessee
USD 3.13 M -USD 90.8 k -2,105 -3%
First Heartland Consultants
17
First Heartland Consultants
Missouri
USD 2.72 M +USD 773 k +17,918 +40%
HighTower Advisors
18
HighTower Advisors
Illinois
USD 2.67 M +USD 2.41 M +56,002 +1,098%
NG
19
Northstar Group
New York
USD 2.66 M +USD 869 k +20,154 +50%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
USD 2.38 M +USD 18.8 k +437 +0.8%
Ameriprise
21
Ameriprise
Minnesota
USD 2.14 M +USD 213 k +4,946 +11%
Jackson Wealth Management
22
Jackson Wealth Management
Florida
USD 2.03 M +USD 47.4 k +1,100 +2%
AIP
23
Ahrens Investment Partners
Louisiana
USD 2.03 M +USD 669 k +15,512 +50%
Annex Advisory Services
24
Annex Advisory Services
Wisconsin
USD 1.86 M +USD 174 k +4,031 +10%
Ladenburg Thalmann Financial Services
25
Ladenburg Thalmann Financial Services
Florida
USD 1.79 M +USD 332 k +7,694 +23%
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