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iShares Core 80/20 Aggressive Allocation ETF
AOA

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
126
Dynamic Advisor Solutions
Arizona
$632K -$3.51M -48,043 -85%
AAP
127
Arax Advisory Partners
Colorado
$625K +$13.2K +181 +2%
OFG
128
Oxford Financial Group
Indiana
$622K -$23K -315 -4%
TPA
129
Trivium Point Advisory
Connecticut
$622K +$145K +1,983 +31%
MFGP
130
Marshall Financial Group (Pennsylvania)
Pennsylvania
$616K +$80.3K +1,098 +15%
MW
131
Maia Wealth
Colorado
$601K +$576K +7,875 New
SI
132
SimpliFi Inc
California
$596K -$76.8K -1,050 -12%
SL
133
Sentinus LLC
Illinois
$557K – – –
FW
134
Fidato Wealth
Ohio
$556K +$15.6K +214 +3%
OGF
135
Orin Green Financial
California
$552K +$540K +7,388 New
JFA
136
JNBA Financial Advisors
Minnesota
$543K -$48.3K -661 -8%
MCIA
137
Mountain Capital Investment Advisors
Colorado
$540K +$106K +1,455 +26%
BSWM
138
Boston Standard Wealth Management
Massachusetts
$533K -$6.65K -91 -1%
MWM
139
Marion Wealth Management
Pennsylvania
$521K +$59.7K +817 +13%
GPWA
140
Great Point Wealth Advisors
Massachusetts
$519K -$146 -2 -0%
SPIA
141
Steward Partners Investment Advisory
New York
$516K +$219 +3 +0%
AL
142
Aspiriant LLC
California
$509K -$89.1K -1,219 -15%
LA
143
Lane & Associates
New Jersey
$486K +$1.46K +20 +0.3%
SWP
144
Stratos Wealth Partners
Ohio
$481K -$12.8K -175 -3%
SWM
145
Sugarloaf Wealth Management
Georgia
$471K +$877 +12 +0.2%
IA
146
IFG Advisory
Georgia
$471K +$460K +6,298 New
OIA
147
OneDigital Investment Advisors
Kansas
$465K +$8.92K +122 +2%
KWM
148
Kingsview Wealth Management
Oregon
$464K +$33.9K +464 +8%
ASN
149
Advisory Services Network
Georgia
$462K -$10.2K -139 -2%
WWG
150
West Wealth Group
California
$460K +$18.7K +256 +4%
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