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
SPC
76
Sigma Planning Corp
Michigan
$328K +$66.6K +1,220 +25%
WMG
77
WESCAP Management Group
California
$293K
GLA
78
Good Life Advisors
Pennsylvania
$285K +$95.7K +1,753 +48%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$279K +$17.7K +325 +7%
WSTAM
80
Wilbanks Smith & Thomas Asset Management
Virginia
$276K +$282K +5,165 New
PCG
81
Private Capital Group
Connecticut
$274K +$273 +5 +0.1%
FAAS
82
First Allied Advisory Services
California
$268K +$54.6K +1,000 +25%
RWM
83
Ritholtz Wealth Management
New York
$251K +$256K +4,690 New
SEI Investments
84
SEI Investments
Pennsylvania
$249K -$16.6K -304 -6%
PIA
85
Peachtree Investment Advisors
Georgia
$237K +$31.4K +575 +15%
SG
86
Strid Group
Pennsylvania
$236K
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$236K +$74.9K +1,372 +45%
GC
88
Gilbert & Cook
Iowa
$221K -$41.2K -754 -15%
BBA
89
Braun-Bostich & Associates
Pennsylvania
$215K +$23.3K +426 +12%
JP Morgan Chase
90
JP Morgan Chase
New York
$214K
FAIM
91
Financial Advocates Investment Management
Washington
$212K +$216K +3,955 New
MML Investors Services
92
MML Investors Services
Massachusetts
$207K +$212K +3,876 New
MMA
93
Miracle Mile Advisors
California
$202K +$206K +3,768 New
TFO
94
Tarbox Family Office
California
$195K +$2.62K +48 +1%
MPPLM
95
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$163K -$3.22K -59 -2%
Citigroup
96
Citigroup
New York
$123K +$71K +1,300 +130%
CJA
97
C-J Advisory
California
$122K +$10.9K +200 +9%
IIC
98
Integrated Investment Consultants
Michigan
$86K +$87.3K +1,599 New
BWP
99
Baldwin Wealth Partners
Massachusetts
$85K
SIAP
100
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$75K