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
BWP
101
Baldwin Wealth Partners
Massachusetts
$85K
JP Morgan Chase
102
JP Morgan Chase
New York
$80K -$135K -2,500 -63%
SIAP
103
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$74K
CIBC Private Wealth Group
104
CIBC Private Wealth Group
Georgia
$67K
LFG
105
LifePlan Financial Group
Ohio
$62K +$5.01K +93 +9%
OC
106
Oakworth Capital
Alabama
$59K
CCM
107
Cribstone Capital Management
Maine
$55K +$13.1K +244 +31%
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.5K +$7.54K +140 +19%
B
109
Bridgeworth
Alabama
$45K +$46.2K +858 New
KC
110
KHP Capital
Oklahoma
$43K
GBBWRPM
111
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$40K +$215 +4 +0.5%
VFA
112
Valeo Financial Advisors
Indiana
$40K +$35K +650 +637%
SFM
113
Signet Financial Management
New Jersey
$38K
RWP
114
RWA Wealth Partners
Massachusetts
$37K +$36.9K +686 New
AWA
115
Acorn Wealth Advisors
Michigan
$35K
GI
116
Gradient Investments
Minnesota
$31K
GWM
117
Geneos Wealth Management
Colorado
$30K -$38.1K -708 -56%
Citigroup
118
Citigroup
New York
$27K -$96.9K -1,800 -78%
AIP
119
Ameritas Investment Partners
Nebraska
$19K
APA
120
American Portfolios Advisors
New York
$17.9K
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15K +$54 +1 +0.4%
FWM
122
Focused Wealth Management
New York
$14K
ASN
123
Advisory Services Network
Georgia
$14K +$1.02K +19 +8%
BCA
124
Bay Colony Advisors
Massachusetts
$14K +$14.4K +267 New
JCM
125
Jacobi Capital Management
Pennsylvania
$12K -$11.4K -212 -49%