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iShares Core 80/20 Aggressive Allocation ETF
AOA

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
251
McNamara Financial Services
Massachusetts
$273K +$5.28K +62 +2%
FFN
252
Focus Financial Network
Minnesota
$270K +$32.6K +383 +14%
AWM
253
Aprio Wealth Management
Georgia
$266K +$1.87K +22 +0.7%
TPWM
254
Twelve Points Wealth Management
Massachusetts
$265K +$45.1K +530 +21%
AFG
255
Atomi Financial Group
New York
$261K -$2.9K -34 -1%
TI
256
tru Independence
Oregon
$258K – – –
WW
257
Westshore Wealth
California
$256K -$151K -1,779 -38%
BHWM
258
Bay Harbor Wealth Management
Maryland
$254K -$20.6K -242 -8%
VFP
259
Vested Financial Planning
California
$254K +$31.9K +375 +15%
MWA
260
Meridian Wealth Advisors
Texas
$251K +$243K +2,853 New
CCM
261
Coldstream Capital Management
Washington
$251K +$681 +8 +0.3%
C1AG
262
Client 1st Advisory Group
Florida
$251K -$40.1K -471 -14%
FWP
263
Family Wealth Partners
North Carolina
$250K -$4.85K -57 -2%
VFS
264
Valpey Financial Services
New Hampshire
$248K +$1.53K +18 +0.6%
ALA
265
Atlas Legacy Advisors
California
$245K – – –
SFA
266
Salus Financial Advisors
Colorado
$244K -$25.5K -300 -10%
SNWA
267
Siligmueller & Norvid Wealth Advisors
Illinois
$242K +$233K +2,741 New
NGA
268
Naples Global Advisors
Florida
$238K – – –
CF
269
Centaurus Financial
California
$236K -$5.96K -70 -3%
SWA
270
Sightline Wealth Advisors
Connecticut
$232K +$1.53K +18 +0.7%
CCA
271
Cora Capital Advisors
New Jersey
$231K – – –
MCA
272
Magnolia Capital Advisors
Mississippi
$227K +$220K +2,578 New
TPW
273
TL Private Wealth
Texas
$227K -$13.9K -163 -6%
BPA
274
Beacon Pointe Advisors
California
$223K +$215K +2,525 New
AAS
275
Annex Advisory Services
Wisconsin
$222K -$5.02K -59 -2%
9 10
11
12 13