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iShares Core 80/20 Aggressive Allocation ETF
AOA

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
126
Integrity Financial
Wyoming
$646K -$53.2K -700 -8%
MW
127
Maia Wealth
Colorado
$634K +$20K +263 +3%
FW
128
Fidato Wealth
Ohio
$608K +$20.3K +267 +4%
MCIA
129
Mountain Capital Investment Advisors
Colorado
$589K +$33.2K +437 +6%
AWM
130
AE Wealth Management
Kansas
$587K -$86.1K -1,133 -13%
MWM
131
Marion Wealth Management
Pennsylvania
$567K +$16.6K +218 +3%
OGF
132
Orin Green Financial
California
$567K -$15.3K -201 -3%
BSWM
133
Boston Standard Wealth Management
Massachusetts
$562K -$912 -12 -0.2%
OFG
134
Oxford Financial Group
Indiana
$559K -$93.3K -1,228 -15%
SI
135
SimpliFi Inc
California
$558K -$68.3K -899 -11%
JFA
136
JNBA Financial Advisors
Minnesota
$556K -$16.8K -221 -3%
WEG
137
World Equity Group
Illinois
$554K -$182K -2,393 -25%
EH
138
Equitable Holdings
New York
$552K +$531K +6,991 New
AL
139
Aspiriant LLC
California
$549K +$11.5K +152 +2%
GPWA
140
Great Point Wealth Advisors
Massachusetts
$547K – – –
KWM
141
Kingsview Wealth Management
Oregon
$513K +$22.6K +297 +5%
LA
142
Lane & Associates
New Jersey
$509K -$2.89K -38 -0.6%
SWP
143
Stratos Wealth Partners
Ohio
$509K +$1.9K +25 +0.4%
SWM
144
Sugarloaf Wealth Management
Georgia
$491K -$6.31K -83 -1%
TFO
145
Tarbox Family Office
California
$477K +$2.05K +27 +0.4%
CIA
146
Cape Investment Advisory
Georgia
$477K +$532 +7 +0.1%
WWG
147
West Wealth Group
California
$466K -$18.9K -249 -4%
ASN
148
Advisory Services Network
Georgia
$462K – – –
RFG
149
RFP Financial Group
Georgia
$451K +$38.4K +506 +10%
KA
150
Klingman & Associates
New York
$442K – – –
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6
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