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
SI
101
SimpliFi Inc
California
$582K -$44.3K -615 -7%
MML Investors Services
102
MML Investors Services
Massachusetts
$568K +$563K +7,805 New
TPA
103
Trivium Point Advisory
Connecticut
$552K +$4.04K +56 +0.7%
DP
104
Divergent Planning
Maryland
$546K -$113K -1,572 -17%
DT
105
Diversified Trust
Tennessee
$543K +$50K +694 +10%
Renaissance Technologies
106
Renaissance Technologies
New York
$539K +$533K +7,400 New
BAM
107
Belpointe Asset Management
Nevada
$537K -$6.92K -96 -1%
HighTower Advisors
108
HighTower Advisors
Illinois
$535K +$161K +2,234 +44%
SWP
109
Stratos Wealth Partners
Ohio
$531K +$7.35K +102 +1%
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$529K +$7.86K +109 +2%
SBL
111
Sargent Bickham Lagudis
Colorado
$518K
ARC
112
Advisor Resource Council
Texas
$493K +$488K +6,765 New
JWA
113
JFS Wealth Advisors
Pennsylvania
$480K -$18.7K -259 -4%
UCFA
114
United Capital Financial Advisors
Texas
$476K +$19.9K +276 +4%
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$454K
CWP
116
Corepath Wealth Partners
Arizona
$447K +$20.3K +282 +5%
BSWM
117
Boston Standard Wealth Management
Massachusetts
$443K -$1.3K -18 -0.3%
WGCA
118
Wolf Group Capital Advisors
Virginia
$442K +$438K +6,072 New
HI
119
Harbour Investments
Wisconsin
$434K -$288K -3,991 -40%
SWM
120
Sugarloaf Wealth Management
Georgia
$432K +$5.69K +79 +1%
MFGP
121
Marshall Financial Group (Pennsylvania)
Pennsylvania
$430K +$13.9K +193 +3%
AFP
122
Ausdal Financial Partners
Iowa
$423K -$25.2K -350 -6%
CFA
123
Cahill Financial Advisors
Minnesota
$422K +$15.3K +212 +4%
WP
124
WealthPLAN Partners
Nebraska
$417K -$4.61K -64 -1%
CWM
125
Cornerstone Wealth Management
Missouri
$412K +$577 +8 +0.1%