We are live on ! Find out more
AOA icon

iShares Core 80/20 Aggressive Allocation ETF
AOA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
251
Curi Wealth Management
North Carolina
– -$62K -1,030 Closed
CWP
252
Concord Wealth Partners
Virginia
– -$55K -913 Closed
SIAP
253
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$79K -775 Closed
RIM
254
Rockbridge Investment Management
New York
– -$34.3K -572 Closed
AWM
255
Activest Wealth Management
Florida
– -$30K -499 Closed
SWM
256
Spire Wealth Management
Virginia
– -$23K -381 Closed
SWM
257
SeaCrest Wealth Management
New York
– -$18K -300 Closed
PFGIA
258
Patriot Financial Group Insurance Agency
Massachusetts
– -$13K -215 Closed
IWP
259
IAG Wealth Partners
Wisconsin
– -$12K -204 Closed
GWMIA
260
Global Wealth Management Investment Advisory
Florida
– -$11K -178 Closed
VNA
261
Valley National Advisers
Pennsylvania
– -$6K -100 Closed
UB
262
UMB Bank
Missouri
– -$5K -87 Closed
IHWM
263
Iron Horse Wealth Management
Iowa
– -$4K -72 Closed
GRP
264
Global Retirement Partners
California
– -$1K -15 Closed
7 8 9 10
11