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
DT
101
Diversified Trust
Tennessee
$915K -$106K -1,389 -11%
RJA
102
Raymond James & Associates
Florida
$913K +$57K +750 +7%
LPAM
103
Lodestar Private Asset Management
California
$890K +$47.5K +625 +6%
AF
104
Advisornet Financial
Minnesota
$885K -$25.4K -334 -3%
MCWS
105
McKinley Carter Wealth Services
West Virginia
$867K +$69.5K +915 +9%
Citadel Advisors
106
Citadel Advisors
Florida
$853K -$1.18M -15,469 -59%
Lido Advisors
107
Lido Advisors
California
$798K
AWM
108
Avior Wealth Management
Nebraska
$796K -$56.3K -741 -7%
EA
109
Efficient Advisors
Ohio
$795K -$7.07K -93 -0.9%
HFA
110
High Falls Advisors
New York
$793K +$59.7K +786 +8%
DAS
111
Dynamic Advisor Solutions
Arizona
$764K +$94.1K +1,238 +15%
HighTower Advisors
112
HighTower Advisors
Illinois
$761K -$109K -1,429 -13%
VA
113
Valmark Advisers
Ohio
$749K +$12.4K +163 +2%
Envestnet Asset Management
114
Envestnet Asset Management
Illinois
$724K -$26.7K -351 -4%
WWM
115
Western Wealth Management
Colorado
$718K +$297K +3,915 +76%
BJL
116
Brighton Jones LLC
Washington
$718K +$48.9K +643 +8%
S
117
Syntrinsic
Colorado
$717K +$9.65K +127 +1%
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$708K -$248K -3,268 -27%
W
119
Wealthquest
Ohio
$708K -$13.8K -181 -2%
CC
120
Cypress Capital
Tennessee
$694K -$736K -9,686 -52%
CMP
121
Courage Miller Partners
Virginia
$687K -$42.2K -556 -6%
SPIA
122
Steward Partners Investment Advisory
New York
$673K +$124K +1,628 +24%
TPA
123
Trivium Point Advisory
Connecticut
$668K +$17.1K +225 +3%
MFGP
124
Marshall Financial Group (Pennsylvania)
Pennsylvania
$662K +$11K +145 +2%
MOS
125
MGO One Seven
Ohio
$660K -$44.7K -589 -7%