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iShares Core 80/20 Aggressive Allocation ETF
AOA

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
76
Affiance Financial
Minnesota
$442K +$16.2K +281 +4%
TPA
77
Trivium Point Advisory
Connecticut
$417K +$14.5K +252 +4%
SBL
78
Sargent Bickham Lagudis
Colorado
$412K – – –
PAG
79
Private Advisor Group
New Jersey
$409K -$37.8K -656 -9%
BSWM
80
Boston Standard Wealth Management
Massachusetts
$398K -$7.61K -132 -2%
VFA
81
Voya Financial Advisors
Connecticut
$347K – – –
SWM
82
Sugarloaf Wealth Management
Georgia
$344K -$4.27K -74 -1%
TWP
83
Tempus Wealth Planning
California
$339K +$4.27K +74 +1%
PA
84
Paracle Advisors
Washington
$334K -$9.86K -171 -3%
C1AG
85
Client 1st Advisory Group
Florida
$326K +$307K +5,317 New
FSG
86
Financial Strategies Group
Michigan
$306K +$34.7K +602 +13%
DT
87
Diversified Trust
Tennessee
$300K +$1.33K +23 +0.4%
CFA
88
Cahill Financial Advisors
Minnesota
$298K – – –
JWA
89
JFS Wealth Advisors
Pennsylvania
$292K +$7.38K +128 +3%
JAWM
90
J. Arnold Wealth Management
Ohio
$287K -$551K -9,550 -66%
CA
91
Cetera Advisors
Colorado
$286K +$28.6K +496 +11%
AF
92
Allworth Financial
California
$274K – – –
BAM
93
Belpointe Asset Management
Nevada
$271K +$27.6K +479 +11%
TFO
94
Tarbox Family Office
California
$270K -$217K -3,768 -45%
BOPW
95
Brandywine Oak Private Wealth
Pennsylvania
$262K +$231 +4 +0.1%
CFGS
96
Concourse Financial Group Securities
Alabama
$261K – – –
SWP
97
Summit Wealth Partners
Florida
$244K +$13.6K +236 +6%
CJA
98
C-J Advisory
California
$240K +$2.48K +43 +1%
TFA
99
TPG Financial Advisors
Oregon
$236K +$6.98K +121 +3%
GPWA
100
Great Point Wealth Advisors
Massachusetts
$233K – – –
2 3
4
5 6