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iShares Core 80/20 Aggressive Allocation ETF
AOA

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
326
Spire Wealth Management
Virginia
$6.73K – – –
GT
327
Glenmede Trust
Pennsylvania
$6.04K +$6.16K +79 New
DWM
328
Darwin Wealth Management
Florida
$5.75K – – –
PAG
329
Paladin Advisory Group
Iowa
$5.58K +$5.07K +65 +813%
IHWM
330
Iron Horse Wealth Management
Iowa
$5.51K – – –
PGAM
331
Princeton Global Asset Management
New Jersey
$4.82K – – –
WW
332
Winnow Wealth
Texas
$4.28K +$4.36K +56 New
CWC
333
Carolinas Wealth Consulting
North Carolina
$4.21K -$78 -1 -2%
HFS
334
Horizon Financial Services
North Carolina
$4.13K – – –
CAM
335
Creekmur Asset Management
Illinois
$3.55K -$8.73K -112 -71%
PA
336
Pineridge Advisors
Missouri
$3.45K – – –
DIP
337
DT Investment Partners
Pennsylvania
$3.44K – – –
VWWMG
338
Vermillion & White Wealth Management Group
Pennsylvania
$3.37K – – –
KFI
339
Key Financial Inc
Pennsylvania
$2.83K – – –
BA
340
Ballast Advisors
Minnesota
$2.5K – – –
MIA
341
Milestone Investment Advisors
Wisconsin
$2.47K +$545 +7 +28%
AA
342
Ancora Advisors
Ohio
$2.45K – – –
CIAS
343
Capital Investment Advisory Services
North Carolina
$2.07K – – –
APW
344
Aventura Private Wealth
Florida
$1.91K +$1.95K +25 New
EWM
345
Evermay Wealth Management
Virginia
$1.84K – – –
FNWA
346
Financial Network Wealth Advisors
Utah
$1.84K +$1.87K +24 New
RF
347
Rossby Financial
Florida
$990 +$1.01K +13 New
CFD
348
Creative Financial Designs
Indiana
$842 – – –
KFGG
349
Keystone Financial Group (Georgia)
Georgia
$775 +$779 +10 New
EP
350
Essential Planning
New Hampshire
– -$5.78M -73,855 Closed
12 13
14
15 16