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AORのアイコン

iShares Core 60/40 Balanced Allocation ETF

名前 保有額 取引額 株数
増減
保有比率の
変化
Ellenbecker Investment Group
26
Ellenbecker Investment Group
Wisconsin
$1109万 +$92.1万 +13,526 +9%
PAYA
27
Phil A. Younker & Associates
Alaska
$1098万 -$126万 -18,483 -10%
Creative Planning
28
Creative Planning
Kansas
$1009万 +$128万 +18,795 +15%
Kestra Private Wealth Services
29
Kestra Private Wealth Services
Texas
$1000万 -$86.4万 -12,690 -8%
Lodestar Private Asset Management
30
Lodestar Private Asset Management
California
$961万 +$81.8万 +12,013 +10%
TRUE Private Wealth Advisors
31
TRUE Private Wealth Advisors
Oregon
$852万 -$5.11万 -750 -0.6%
HA
32
Hanover Advisors
South Carolina
$844万 +$366万 +53,719 +79%
Kestra Advisory Services
33
Kestra Advisory Services
Texas
$799万 +$18万 +2,648 +2%
One Capital Management
34
One Capital Management
California
$795万 – – –
E3F
35
Eight 31 Financial
Texas
$776万 +$10.3万 +1,509 +1%
HNH
36
Hopwood Nicholas Hunter
$762万 -$8.17万 -1,199 -1%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$734万 +$83.7万 +12,294 +13%
LWPC
38
Legacy Wealth Partners (Colorado)
Colorado
$681万 +$12万 +1,757 +2%
SFWC
39
Strategic Family Wealth Counselors
New Jersey
$672万 +$14.9万 +2,184 +2%
CPW
40
Cogent Private Wealth
Florida
$614万 -$135万 -19,819 -18%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$614万 +$70万 +10,286 +13%
Prosperity Consulting Group
42
Prosperity Consulting Group
Maryland
$608万 +$40.5万 +5,954 +7%
WFL
43
Wealth Forward LLC
North Dakota
$603万 +$7.47万 +1,097 +1%
WCG
44
Weaver Consulting Group
California
$598万 +$27.4万 +4,024 +5%
Unique Wealth
45
Unique Wealth
Florida
$574万 -$67.3万 -9,882 -11%
RWA Wealth Partners
46
RWA Wealth Partners
Massachusetts
$569万 +$166万 +24,377 +42%
VIP
47
Viewpoint Investment Partners
Alberta, Canada
$568万 – – –
RFA
48
Reyes Financial Architecture
California
$565万 +$532万 +78,054 +2,390%
First Foundation Advisors
49
First Foundation Advisors
California
$551万 +$27.7万 +4,063 +5%
Stratos Wealth Partners
50
Stratos Wealth Partners
Ohio
$541万 +$405万 +59,526 +324%