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
WPSG
51
Wealth & Pension Services Group
Georgia
$640K +$647K +12,020 New
AG
52
Advisor Group
Arizona
$607K +$20.9K +389 +4%
RJA
53
Raymond James & Associates
Florida
$588K +$115K +2,140 +24%
BTS
54
BB&T Securities
Virginia
$585K -$23.8K -442 -4%
SCM
55
Stonehearth Capital Management
Massachusetts
$553K -$333K -6,181 -37%
CFA
56
Camarda Financial Advisors
Florida
$552K -$16.9K -314 -3%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$525K -$1.99M -37,003 -79%
BIA
58
BHK Investment Advisors
Alabama
$502K -$38.9K -723 -7%
OIWM
59
OptiFour Integrated Wealth Management
Virginia
$493K – – –
CI
60
CX Institutional
Indiana
$493K +$497K +9,228 New
CCM
61
Coldstream Capital Management
Washington
$477K +$124K +2,300 +35%
Renaissance Technologies
62
Renaissance Technologies
New York
$475K -$26.9K -500 -5%
CPO
63
Cerity Partners OCIO
New York
$445K +$24K +445 +6%
AF
64
Allworth Financial
California
$441K -$615K -11,421 -58%
WAM
65
Watermark Asset Management
California
$431K +$91K +1,690 +26%
JWA
66
JFS Wealth Advisors
Pennsylvania
$413K +$22.3K +415 +6%
VFA
67
Voya Financial Advisors
Connecticut
$406K – – –
HighTower Advisors
68
HighTower Advisors
Illinois
$404K +$69.3K +1,287 +21%
FA
69
FDx Advisors
Illinois
$386K – – –
SBL
70
Sargent Bickham Lagudis
Colorado
$380K – – –
RWM
71
Ritholtz Wealth Management
New York
$379K +$130K +2,414 +51%
PAG
72
Private Advisor Group
New Jersey
$376K -$626K -11,631 -62%
IA
73
IFP Advisors
Florida
$358K -$32K -594 -8%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$357K +$13.1K +244 +4%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$356K -$37.1K -690 -9%