We are live on ! Find out more
AOA icon

iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
226
Compass Financial Group
Ohio
$454K
IAS
227
Integrity Advisory Solutions
Texas
$451K +$440K +4,616 New
MWM
228
Mission Wealth Management
California
$450K -$77.7K -815 -15%
PWPS
229
Pinnacle Wealth Planning Services
Ohio
$445K +$10K +105 +2%
DF
230
DecisionPoint Financial
Arizona
$437K +$429K +4,500 New
WDL
231
Well Done LLC
Michigan
$433K +$43K +451 +11%
FHC
232
First Heartland Consultants
Missouri
$431K +$422K +4,420 New
CWM
233
Cornerstone Wealth Management
Missouri
$427K -$76.9K -806 -16%
NRC
234
New Republic Capital
North Carolina
$422K +$63.1K +661 +18%
IWP
235
Insight Wealth Partners
Texas
$422K +$56.7K +594 +16%
SF
236
SWP Financial
California
$395K
KNW
237
Kesler Norman & Wride
Utah
$392K
SPWM
238
Smith Partners Wealth Management
North Carolina
$389K
William Blair & Company
239
William Blair & Company
Illinois
$384K +$3.53K +37 +0.9%
BA
240
Bellwether Advisors
Nebraska
$384K +$28.9K +303 +8%
MAG
241
Mayfair Advisory Group
Alabama
$383K +$31.6K +331 +9%
CWA
242
Centerline Wealth Advisors
Kentucky
$383K -$20.5K -215 -5%
NL
243
NVWM LLC
Pennsylvania
$382K -$1.43K -15 -0.4%
NCM
244
New Capital Management
Texas
$381K +$29.2K +306 +9%
SRA
245
Secured Retirement Advisors
Minnesota
$378K +$10.2K +107 +3%
CCM
246
Coldstream Capital Management
Washington
$378K +$286 +3 +0.1%
MAM
247
Milestone Asset Management
Pennsylvania
$376K -$4.77K -50 -1%
CFA
248
Cahill Financial Advisors
Minnesota
$375K +$477 +5 +0.1%
AAA
249
Andrews Advisory Associates
Hawaii
$373K +$1.24K +13 +0.3%
GC
250
Gould Capital
Washington
$367K