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iShares Core 80/20 Aggressive Allocation ETF
AOA

Name Holding Trade Value Shares
Change 		Change in
Stake
KV
151
Kickstand Ventures
New York
$855K -$114K -1,195 -12%
HF
152
HRT Financial
New York
$850K +$832K +8,717 New
IA
153
Insight Advisors
Pennsylvania
$850K -$84.2K -883 -9%
BJL
154
Brighton Jones LLC
Washington
$846K -$6.77K -71 -0.8%
SCM
155
Saxony Capital Management
Missouri
$842K -$145K -1,517 -15%
MAM
156
Mullooly Asset Management
New Jersey
$837K +$7.63K +80 +0.9%
BSWM
157
Boston Standard Wealth Management
Massachusetts
$827K +$4.77K +50 +0.6%
MWM
158
Marion Wealth Management
Pennsylvania
$825K +$35.5K +372 +5%
OGF
159
Orin Green Financial
California
$824K +$12.6K +132 +2%
HAG
160
HighPoint Advisor Group
Illinois
$822K -$51.3K -538 -6%
FW
161
Fidato Wealth
Ohio
$813K +$48.7K +510 +7%
OFG
162
Oxford Financial Group
Indiana
$797K -$24.6K -258 -3%
PCM
163
Palisade Capital Management
New Jersey
$788K +$170K +1,787 +28%
W
164
Wealthquest
Ohio
$778K -$24.5K -257 -3%
AAP
165
Arax Advisory Partners
Colorado
$771K +$266K +2,789 +55%
AWM
166
AE Wealth Management
Kansas
$757K -$9.25K -97 -1%
MCIA
167
Mountain Capital Investment Advisors
Colorado
$751K -$33.3K -349 -4%
MFS
168
Montgomery Financial Services
Maryland
$743K +$726K +7,611 New
AF
169
Advisornet Financial
Minnesota
$735K -$3.63K -38 -0.5%
SI
170
SimpliFi Inc
California
$729K +$39.2K +411 +6%
CPIG
171
Chicago Partners Investment Group
Illinois
$722K +$52.4K +549 +8%
TDWM
172
Topel & Distasi Wealth Management
California
$721K +$10.3K +108 +1%
BM
173
Berman McAleer
Maryland
$720K – – –
IAS
174
IMA Advisory Services
Colorado
$718K +$252K +2,643 +56%
KF
175
Krilogy Financial
Missouri
$712K -$84.9K -890 -11%
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