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iShares Core 80/20 Aggressive Allocation ETF
AOA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
301
Corepath Wealth Partners
Arizona
$210K -$91 -1 -0%
CFS
302
Coordinated Financial Services
Colorado
$209K +$6.01K +66 +3%
MAM
303
Markin Asset Management
New York
$209K – – –
NGA
304
Naples Global Advisors
Florida
$206K -$4.55K -50 -2%
APWA
305
Atlas Private Wealth Advisors
New Jersey
$204K +$210K +2,306 New
ATPW
306
Ashton Thomas Private Wealth
Arizona
$204K +$6.38K +70 +3%
LCM
307
Lazari Capital Management
California
$203K – – –
PA
308
PFG Advisors
Arizona
$203K +$209K +2,292 New
HFA
309
Highland Financial Advisors
New Jersey
$202K +$208K +2,287 New
PAYA
310
Phil A. Younker & Associates
Alaska
$202K +$208K +2,282 New
PPWM
311
Perissos Private Wealth Management
Oklahoma
$201K -$13K -143 -6%
BDFN
312
Bond & Devick Financial Network
Minnesota
$201K +$207K +2,269 New
NS
313
NBC Securities
Alabama
$196K +$80K +878 +66%
LAMC
314
Longview Asset Management (California)
California
$190K +$14.6K +160 +8%
S
315
SignatureFD
Georgia
$187K – – –
MWM
316
Mascoma Wealth Management
New Hampshire
$181K +$13.2K +145 +8%
FDCDDQ
317
Federation des caisses Desjardins du Quebec
Quebec, Canada
$174K +$54.2K +595 +43%
HHGA
318
Halbert Hargrove Global Advisors
California
$153K -$13.8K -151 -8%
EWA
319
Elevate Wealth Advisory
Georgia
$147K +$42.3K +464 +39%
MCM
320
MAI Capital Management
Ohio
$140K +$6.29K +69 +5%
HIA
321
Harbor Investment Advisory
Maryland
$136K -$7.47K -82 -5%
GSWM
322
Golden State Wealth Management
California
$134K -$19.1K -210 -12%
ACA
323
Aptus Capital Advisors
Alabama
$123K -$25K -274 -17%
AC
324
AlphaCore Capital
California
$121K +$9.29K +102 +8%
NB
325
NBT Bank
New York
$111K +$106K +1,165 +1,294%
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13
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