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
IA
51
IFP Advisors
Florida
$131K -$630K -14,586 -86%
RCA
52
Rowland Carmichael Advisors
Arizona
$115K +$110K +2,545 New
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$114K -$164K -3,797 -60%
SIG
54
Stanford Investment Group
California
$108K
MFS
55
MSI Financial Services
Massachusetts
$63K -$13.2K -306 -18%
NC
56
NewSquare Capital
Pennsylvania
$62K -$98.7K -2,285 -63%
IIC
57
Integrated Investment Consultants
Michigan
$57K +$55.1K +1,277 New
GWM
58
Geneos Wealth Management
Colorado
$52K +$50.4K +1,166 New
Creative Planning
59
Creative Planning
Kansas
$39K -$3.37K -78 -8%
FWM
60
Focused Wealth Management
New York
$38K +$173 +4 +0.5%
TFO
61
Tarbox Family Office
California
$31K
Barclays
62
Barclays
United Kingdom
$30K
Citigroup
63
Citigroup
New York
$20K -$64.8K -1,500 -77%
AIP
64
Ameritas Investment Partners
Nebraska
$16K
CFG
65
CKW Financial Group
Hawaii
$13K
DADC
66
D.A. Davidson & Co
Montana
$12K
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$12K +$3.33K +77 +41%
ASN
68
Advisory Services Network
Georgia
$9K +$8.85K +205 New
WAM
69
Wealthspire Advisors (Maryland)
Maryland
$8K +$7.17K +166 New
AWM
70
AllSquare Wealth Management
New York
$5K
GAM
71
Gemmer Asset Management
California
$5K
BlackRock
72
BlackRock
New York
$5K +$2.16K +50 +71%
IF
73
Ironwood Financial
Arizona
$2K +$1.99K +46 New
CFA
74
Carroll Financial Associates
North Carolina
$1K
BC
75
Brinker Capital
Pennsylvania
-$3.77M -84,126 Closed