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iShares Core 80/20 Aggressive Allocation ETF
AOA

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
126
Harbor Investment Advisory
Maryland
$107K +$13.1K +227 +14%
AAP
127
Arax Advisory Partners
Colorado
$106K +$2.71K +47 +3%
CF
128
Centaurus Financial
California
$101K +$100K +1,735 New
BBA
129
Braun-Bostich & Associates
Pennsylvania
$94K +$11K +191 +13%
ASN
130
Advisory Services Network
Georgia
$84K +$83K +1,440 New
FDCDDQ
131
Federation des caisses Desjardins du Quebec
Quebec, Canada
$82.5K +$7.9K +137 +11%
GFPC
132
Global Financial Private Client
Florida
$81.5K – – –
LAS
133
Lloyd Advisory Services
Georgia
$70K +$1.9K +33 +3%
SFS
134
Sowell Financial Services
Arkansas
$68K +$1.1K +19 +2%
KCM
135
Kathmere Capital Management
Pennsylvania
$64K +$63.1K +1,095 New
LFG
136
LifePlan Financial Group
Ohio
$61K +$231 +4 +0.4%
SPIA
137
Steward Partners Investment Advisory
New York
$57K – – –
TF
138
TimeScale Financial
Massachusetts
$55K +$1.73K +30 +3%
CFA
139
Carroll Financial Associates
North Carolina
$52K – – –
PFA
140
Professional Financial Advisors
Nebraska
$51K +$52.1K +904 New
OC
141
Oakworth Capital
Alabama
$44K – – –
VFA
142
Valeo Financial Advisors
Indiana
$42K – – –
CWC
143
Carolinas Wealth Consulting
North Carolina
$38K -$18K -312 -32%
EFSCE
144
Enterprise Financial Services Corp (EFSC)
Missouri
$38K +$3.34K +58 +10%
FHA
145
Flagship Harbor Advisors
Massachusetts
$36K -$108K -1,868 -75%
GWM
146
Geneos Wealth Management
Colorado
$24K – – –
RIM
147
Rockbridge Investment Management
New York
$24K – – –
CSPIA
148
Cary Street Partners Investment Advisory
Virginia
$20K +$19.5K +338 New
APA
149
American Portfolios Advisors
New York
$19.4K -$54.2K -940 -74%
MIM
150
Macroview Investment Management
Maryland
$19K -$18.2K -315 -50%
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6
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