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
PCG
76
Private Capital Group
Connecticut
$286K +$279K +5,116 New
SEI Investments
77
SEI Investments
Pennsylvania
$267K +$271K +4,954 New
SPC
78
Sigma Planning Corp
Michigan
$265K -$79.1K -1,448 -23%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$263K -$71.3K -1,305 -21%
GC
80
Gilbert & Cook
Iowa
$263K -$15.5K -283 -5%
SG
81
Strid Group
Pennsylvania
$238K – – –
Renaissance Technologies
82
Renaissance Technologies
New York
$237K +$240K +4,400 New
CCM
83
Crabel Capital Management
California
$229K +$232K +4,242 New
PA
84
Prism Advisors
California
$223K +$226K +4,131 New
FAAS
85
First Allied Advisory Services
California
$216K – – –
JP Morgan Chase
86
JP Morgan Chase
New York
$216K – – –
RW
87
Rand Wealth
Maryland
$209K +$212K +3,884 New
PIA
88
Peachtree Investment Advisors
Georgia
$207K -$546 -10 -0.3%
GLA
89
Good Life Advisors
Pennsylvania
$202K +$201K +3,686 New
TFO
90
Tarbox Family Office
California
$194K +$28.4K +520 +17%
BBA
91
Braun-Bostich & Associates
Pennsylvania
$193K +$196K +3,587 New
STA
92
Summit Trail Advisors
New York
$170K +$164K +3,000 New
MPPLM
93
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$167K +$169K +3,098 New
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$163K +$83.9K +1,537 +103%
CA
95
Calton & Associates
Florida
$122K +$119K +2,176 New
CJA
96
C-J Advisory
California
$114K +$95K +1,740 +454%
AWM
97
Avior Wealth Management
Nebraska
$112K -$26.4K -483 -2%
BWP
98
Baldwin Wealth Partners
Massachusetts
$85K – – –
BWA
99
Burt Wealth Advisors
Maryland
$77K – – –
SIAP
100
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$77K – – –