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iShares Core 80/20 Aggressive Allocation ETF
AOA

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
301
GAMMA Investing
California
$37.9K – – –
NWMP
302
Noble Wealth Management PBC
Colorado
$37.5K +$38.4K +490 New
CA
303
Continuum Advisory
Idaho
$34.5K -$14.9K -190 -30%
LCM
304
Logan Capital Management
Pennsylvania
$33.1K – – –
EWM
305
EPG Wealth Management
Georgia
$30.6K – – –
WTC
306
WhitTier Trust Company
Nevada
$27.7K – – –
MBFW
307
Morton Brown Family Wealth
Pennsylvania
$21.5K +$3.29K +42 +18%
CFS
308
CGC Financial Services
Oregon
$20.5K -$313 -4 -1%
TAM
309
Tucker Asset Management
Colorado
$19.4K +$19.8K +253 New
NSIM
310
North Star Investment Management
Illinois
$19.1K +$235 +3 +1%
VHAM
311
Van Hulzen Asset Management
California
$18.8K +$19.2K +245 New
GWM
312
Geneos Wealth Management
Colorado
$18.6K – – –
OP
313
ORG Partners
Indiana
$17.6K +$548 +7 +3%
CAS
314
Coppell Advisory Solutions
Texas
$16.6K +$9.63K +123 +132%
ME
315
McIlrath & Eck
Washington
$16.4K +$1.33K +17 +9%
OSAM
316
O'Shaughnessy Asset Management
Connecticut
$16.2K +$8.3K +106 +101%
KIM
317
Kestra Investment Management
Texas
$13.3K +$13.6K +174 New
CAM
318
Creekmur Asset Management
Illinois
$12.1K +$157 +2 +1%
TWC
319
TD Waterhouse Canada
Ontario, Canada
$11.7K -$11.7K -150 -50%
RWS
320
Retirement Wealth Solutions
Wisconsin
$9.98K +$10.3K +132 New
FLP
321
Financial Life Planners
Arizona
$9.96K +$10.2K +130 New
CFGS
322
Concourse Financial Group Securities
Alabama
$9.57K – – –
AWM
323
AllSquare Wealth Management
New York
$9.04K – – –
FFO
324
Fortitude Family Office
Arizona
$8.43K – – –
NRG
325
Nemes Rush Group
Michigan
$8.07K +$78 +1 +1%
11 12
13
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