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ícone de AOR

iShares Core 60/40 Balanced Allocation ETF
AOR

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
AT
401
Arlington Trust
Alabama
US$ 58,2 mil +US$ 57 mil +837 Nova
Capital Investment Advisory Services
402
Capital Investment Advisory Services
North Carolina
US$ 52,1 mil – – –
Ashton Thomas Private Wealth
403
Ashton Thomas Private Wealth
Arizona
US$ 47,4 mil +US$ 1,57 mil +23 +3%
EverSource Wealth Advisors
404
EverSource Wealth Advisors
Alabama
US$ 44,9 mil -US$ 218 mil -3.196 -83%
Oakworth Capital
405
Oakworth Capital
Alabama
US$ 44,4 mil – – –
Concord Wealth Partners
406
Concord Wealth Partners
Virginia
US$ 40,4 mil +US$ 39,6 mil +582 Nova
CFP
407
Comprehensive Financial Planning
Pennsylvania
US$ 40,4 mil +US$ 204 +3 +0,5%
Milestone Investment Advisors
408
Milestone Investment Advisors
Wisconsin
US$ 38,6 mil – – –
JNBA Financial Advisors
409
JNBA Financial Advisors
Minnesota
US$ 36,4 mil +US$ 204 +3 +0,6%
NEWAS
410
N.E.W. Advisory Services
Wisconsin
US$ 36,2 mil – – –
Gould Capital
411
Gould Capital
Washington
US$ 34,8 mil – – –
TS Financial Group (TSFG)
412
TS Financial Group (TSFG)
Illinois
US$ 32 mil -US$ 1,36 mil -20 -4%
Creative Financial Designs
413
Creative Financial Designs
Indiana
US$ 31,2 mil +US$ 29,9 mil +439 +4.390%
DHJJ Financial Advisors
414
DHJJ Financial Advisors
Illinois
US$ 28,9 mil -US$ 3 mil -44 -10%
Ancora Advisors
415
Ancora Advisors
Ohio
US$ 28,9 mil – – –
Founders Capital Management (Texas)
416
Founders Capital Management (Texas)
Texas
US$ 28,2 mil – – –
Midwest Capital Advisors
417
Midwest Capital Advisors
Michigan
US$ 27,8 mil -US$ 6,81 mil -100 -20%
SEP
418
Signature Equity Partners
Ohio
US$ 23,4 mil – – –
1 North Wealth Services
419
1 North Wealth Services
Maryland
US$ 22,6 mil +US$ 22,1 mil +325 Nova
Oakmont Advisory Group
420
Oakmont Advisory Group
New Mexico
US$ 21,3 mil +US$ 20,8 mil +306 Nova
Abound Wealth Management
421
Abound Wealth Management
Tennessee
US$ 21,1 mil -US$ 2,66 mil -39 -11%
New Republic Capital
422
New Republic Capital
North Carolina
US$ 18,9 mil – – –
10Elms LLP
423
10Elms LLP
Oklahoma
US$ 18,3 mil +US$ 18 mil +264 Nova
Pinnacle Wealth Planning Services
424
Pinnacle Wealth Planning Services
Ohio
US$ 16,7 mil – – –
Compass Financial Management
425
Compass Financial Management
Florida
US$ 16,6 mil +US$ 16,3 mil +239 Nova
15 16
17
18 19