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ícone de AOA

iShares Core 80/20 Aggressive Allocation ETF
AOA

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
US$ 59,7 mi +US$ 5,25 mi +55.052 +10%
LPL Financial
2
LPL Financial
California
US$ 24,1 mi -US$ 6,14 mi -64.400 -21%
AssetMark Inc
3
AssetMark Inc
California
US$ 24 mi +US$ 59,7 mil +626 +0,3%
JSA
4
Jim Saulnier & Associates
Colorado
US$ 23,8 mi +US$ 3,34 mi +35.036 +17%
Ellenbecker Investment Group
5
Ellenbecker Investment Group
Wisconsin
US$ 21,8 mi +US$ 686 mil +7.195 +3%
Foundations Investment Advisors
6
Foundations Investment Advisors
Arizona
US$ 19,7 mi +US$ 2,48 mi +26.004 +15%
Wells Fargo
7
Wells Fargo
California
US$ 18 mi -US$ 957 mil -10.035 -5%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
US$ 15 mi +US$ 385 mil +4.033 +3%
Morgan Stanley
9
Morgan Stanley
New York
US$ 14,5 mi -US$ 2,12 mi -22.270 -13%
Waverly Advisors
10
Waverly Advisors
Alabama
US$ 14,2 mi +US$ 615 mil +6.446 +5%
Mesirow Financial Investment Management
11
Mesirow Financial Investment Management
Illinois
US$ 13,9 mi -US$ 984 mil -10.320 -7%
LBMC Investment Advisors
12
LBMC Investment Advisors
Tennessee
US$ 12,2 mi -US$ 104 mil -1.091 -0,9%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
US$ 10,9 mi +US$ 494 mil +5.180 +5%
Kestra Private Wealth Services
14
Kestra Private Wealth Services
Texas
US$ 10,6 mi +US$ 1,19 mi +12.465 +13%
Patton Albertson Miller Group
15
Patton Albertson Miller Group
Tennessee
US$ 10,5 mi -US$ 406 mil -4.254 -4%
HNH
16
Hopwood Nicholas Hunter
US$ 10,1 mi +US$ 134 mil +1.404 +1%
Bank of America
17
Bank of America
North Carolina
US$ 10 mi -US$ 427 mil -4.475 -4%
Western Wealth Management
18
Western Wealth Management
Colorado
US$ 8,84 mi +US$ 533 mil +5.589 +7%
Prosperity Consulting Group
19
Prosperity Consulting Group
Maryland
US$ 8,36 mi +US$ 291 mil +3.055 +4%
CX Institutional
20
CX Institutional
Indiana
US$ 8,07 mi +US$ 5,27 mi +55.223 +201%
CWA
21
Consilium Wealth Advisory
Texas
US$ 7,98 mi +US$ 1,09 mi +11.421 +16%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
US$ 7,72 mi +US$ 409 mil +4.283 +6%
Osaic Holdings
23
Osaic Holdings
Arizona
US$ 7,29 mi +US$ 1,83 mi +19.218 +35%
Legacy Financial Group (Iowa)
24
Legacy Financial Group (Iowa)
Iowa
US$ 7,12 mi -US$ 132 mil -1.387 -2%
Harbour Investments
25
Harbour Investments
Wisconsin
US$ 6,88 mi +US$ 84,2 mil +883 +1%
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