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
FAIM
26
Financial Advocates Investment Management
Washington
$3.59M +$1.47M +20,767 +100%
RWM
27
Ritholtz Wealth Management
New York
$3.49M -$120K -1,697 -3%
FHC
28
Fort Henry Capital
West Virginia
$3.35M -$13.7K -194 -0.4%
AWA
29
Archvest Wealth Advisors
California
$3.32M +$61.2K +867 +2%
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.22M -$123K -1,742 -4%
NA
31
NewEdge Advisors
Louisiana
$2.97M +$79.3K +1,124 +3%
CST
32
Charles Schwab Trust
Nevada
$2.8M +$2.69M +38,054 New
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$2.77M -$555K -7,858 -17%
SW
34
SteelPeak Wealth
California
$2.74M +$52.2K +740 +2%
CCM
35
Canal Capital Management
Virginia
$2.7M +$70.7K +1,002 +3%
WCG
36
Weaver Consulting Group
California
$2.52M -$61.4K -870 -2%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$2.46M +$1.77M +25,149 +304%
MSA
38
Marino Stram & Associates
Massachusetts
$2.44M -$2.75K -39 -0.1%
TC
39
Trilogy Capital
California
$2.43M -$657K -9,316 -22%
NAMNJ
40
NorthStar Asset Management (New Jersey)
New Jersey
$2.22M +$2.34M +33,111 +2%
AF
41
Allworth Financial
California
$2.18M +$97.4K +1,380 +5%
ACS
42
Archford Capital Strategies
Illinois
$2.15M -$38.1K -540 -2%
BCM
43
Brookstone Capital Management
Illinois
$2.09M +$76.4K +1,083 +4%
Cerity Partners
44
Cerity Partners
New York
$2.07M -$36.6K -519 -2%
KAS
45
Kestra Advisory Services
Texas
$2.04M -$25.5K -361 -1%
Ameriprise
46
Ameriprise
Minnesota
$2.01M -$2.6M -36,829 -57%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$1.99M -$227K -3,221 -11%
MA
48
Mutual Advisors
Nebraska
$1.96M -$92.3K -1,308 -5%
CCWA
49
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.95M -$99.3K -1,407 -5%
SSC
50
Syverson Strege & Co
Iowa
$1.95M +$27.2K +385 +1%