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
AC
326
AlphaCore Capital
California
$114K +$5.61K +63 +5%
US Bancorp
327
US Bancorp
Minnesota
$114K +$4.54K +51 +4%
NB
328
NBT Bank
New York
$112K +$8.01K +90 New
EWP
329
Elevation Wealth Partners
California
$108K +$1.25K +14 +1%
EWA
330
Elevate Wealth Advisory
Georgia
$107K +$53.9K +605 +102%
OSAM
331
O'Shaughnessy Asset Management
Connecticut
$104K +$890 +10 +0.9%
Citigroup
332
Citigroup
New York
$98.5K – – –
MA
333
Montag & Associates
Georgia
$92.8K – – –
LFG
334
Larson Financial Group
Missouri
$88.5K +$979 +11 +1%
SIS
335
Sound Income Strategies
Florida
$85.5K +$83.2K +934 New
ACA
336
American Capital Advisory
Idaho
$78.8K – – –
AF
337
Align Financial
Minnesota
$69.7K +$6.21M +69,728 New
CFG
338
CKW Financial Group
Hawaii
$68K +$534 +6 +0.8%
WTA
339
Washington Trust Advisors
Massachusetts
$61.3K – – –
LWMI
340
Legacy Wealth Management (Idaho)
Idaho
$60.4K -$348K -3,911 -85%
FFP
341
Frisco Financial Planning
Texas
$60K +$801 +9 +1%
Bank of Montreal
342
Bank of Montreal
Ontario, Canada
$57.7K +$89 +1 +0.2%
BA
343
Blueline Advisors
New Hampshire
$49.6K +$49.3K +554 New
TWC
344
TD Waterhouse Canada
Ontario, Canada
$47.6K -$178 -2 -0.4%
AWM
345
Activest Wealth Management
Florida
$44.7K – – –
GI
346
GAMMA Investing
California
$44.3K – – –
NWMP
347
Noble Wealth Management PBC
Colorado
$43.9K – – –
IAIM
348
International Assets Investment Management
Florida
$43.6K +$43.4K +487 New
PWPS
349
Pinnacle Wealth Planning Services
Ohio
$43.3K +$43.1K +484 New
EB
350
Eastern Bank
Massachusetts
$39.4K – – –