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iShares Core 80/20 Aggressive Allocation ETF
AOA

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
101
Means Investment Company
Maine
$523K -$4.14K -65 -0.7%
SWP
102
Stratos Wealth Partners
Ohio
$500K +$72.2K +1,134 +16%
CCP
103
Cassia Capital Partners
North Carolina
$497K -$74.2K -1,166 -12%
UCFA
104
United Capital Financial Advisors
Texas
$488K +$53.7K +844 +12%
SI
105
SimpliFi Inc
California
$480K +$509 +8 +0.1%
CWM
106
CCG Wealth Management
California
$468K – – –
ACM
107
Altrius Capital Management
North Carolina
$468K +$498K +7,825 New
TFO
108
Tarbox Family Office
California
$461K +$177K +2,785 +57%
CCFM
109
Clear Creek Financial Management
Washington
$447K -$137K -2,156 -22%
VA
110
Valmark Advisers
Ohio
$447K -$4.84K -76 -1%
WEG
111
World Equity Group
Illinois
$447K +$32.9K +517 +7%
BJL
112
Brighton Jones LLC
Washington
$440K +$119K +1,873 +34%
TPA
113
Trivium Point Advisory
Connecticut
$439K -$18.7K -294 -4%
HFA
114
High Falls Advisors
New York
$437K +$10.2K +161 +2%
FAM
115
Forte Asset Management
New York
$433K +$460K +7,232 New
SBL
116
Sargent Bickham Lagudis
Colorado
$426K – – –
KWM
117
Keebeck Wealth Management
Illinois
$417K -$210K -3,298 -32%
DP
118
Divergent Planning
Maryland
$409K -$6.75K -106 -2%
JWA
119
JFS Wealth Advisors
Pennsylvania
$405K +$11.8K +185 +3%
ARC
120
Advisor Resource Council
Texas
$405K +$430K +6,760 New
BSWM
121
Boston Standard Wealth Management
Massachusetts
$399K +$17.4K +273 +4%
FCA
122
FinTrust Capital Advisors
South Carolina
$398K +$118K +1,852 +40%
CA
123
Cetera Advisors
Colorado
$396K +$3.63K +57 +0.9%
SWM
124
Sugarloaf Wealth Management
Georgia
$391K +$31.8K +499 +8%
HI
125
Harbour Investments
Wisconsin
$385K +$409K +6,429 New
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