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
BA
301
Ballast Advisors
Minnesota
$2.21K – – –
CA
302
Crewe Advisors
Utah
$2.07K – – –
FWM
303
FSA Wealth Management
Massachusetts
$2K +$1.89K +29 New
SSB
304
Sandy Spring Bank
Maryland
$1.88K – – –
EWM
305
Evermay Wealth Management
Virginia
$1.66K – – –
CP
306
Castleview Partners
Texas
$1.04K – – –
CFD
307
Creative Financial Designs
Indiana
$829 – – –
LFG
308
Larson Financial Group
Missouri
$691 – – –
IRC
309
Investors Research Corp
Georgia
$138 – – –
Legacy Financial Group (Iowa)
310
Legacy Financial Group (Iowa)
Iowa
– -$3.93M -61,934 Closed
Goldman Sachs
311
Goldman Sachs
New York
– -$935K -14,729 Closed
EWMCB
312
EisnerAmper Wealth Management Corporate Benefits
New Jersey
– -$726K -11,435 Closed
AAS
313
Annex Advisory Services
Wisconsin
– -$306K -4,819 Closed
APWA
314
Atlas Private Wealth Advisors
New Jersey
– -$223K -3,508 Closed
TFA
315
TPG Financial Advisors
Oregon
– -$218K -3,441 Closed
LSPW
316
Lake Street Private Wealth
Illinois
– -$219K -3,440 Closed
RIA
317
Realta Investment Advisors
Delaware
– -$185K -2,787 Closed
HL
318
HeadInvest LLC
Maine
– -$29.8K -473 Closed
CSPIA
319
Cary Street Partners Investment Advisory
Virginia
– -$19.4K -305 Closed
WWP
320
WR Wealth Planners
Missouri
– -$15.9K -250 Closed
OC
321
Oakworth Capital
Alabama
– -$11.2K -176 Closed
GWM
322
Geneos Wealth Management
Colorado
– -$11.1K -175 Closed
RFA
323
Register Financial Advisors
Georgia
– -$7.81K -123 Closed
WP
324
WealthShield Partners
North Carolina
– -$7.37K -116 Closed
CAS
325
Coppell Advisory Solutions
Texas
– -$6.33K -106 Closed