We are live on ! Find out more
AOA icon

iShares Core 80/20 Aggressive Allocation ETF
AOA

Name Holding Trade Value Shares
Change 		Change in
Stake
APWA
151
Atlas Private Wealth Advisors
New Jersey
$126K +$306 +5 +0.3%
HIA
152
Harbor Investment Advisory
Maryland
$120K +$2.2K +36 +2%
PFA
153
Professional Financial Advisors
Nebraska
$115K +$53.9K +881 +97%
FFA
154
Founders Financial Alliance
North Carolina
$108K -$12.8K -210 -11%
TPWA
155
TRUE Private Wealth Advisors
Oregon
$99K -$65.2K -1,066 -41%
ASN
156
Advisory Services Network
Georgia
$96K +$3.48K +57 +4%
CL
157
COWA LLC
Oklahoma
$95K +$89.4K +1,462 New
GIA
158
Goodwin Investment Advisory
Georgia
$91K +$86.4K +1,414 New
GFPC
159
Global Financial Private Client
Florida
$89.9K – – –
LAS
160
Lloyd Advisory Services
Georgia
$79K +$1.53K +25 +2%
SFS
161
Sowell Financial Services
Arkansas
$78K +$2.26K +37 +3%
TF
162
TimeScale Financial
Massachusetts
$78K +$16.4K +268 +28%
KCM
163
Kathmere Capital Management
Pennsylvania
$72K +$1.53K +25 +2%
SPIA
164
Steward Partners Investment Advisory
New York
$63K – – –
CFA
165
Carroll Financial Associates
North Carolina
$58K – – –
BA
166
Bellwether Advisors
Nebraska
$56K +$53.6K +877 New
OC
167
Oakworth Capital
Alabama
$49K – – –
VFA
168
Valeo Financial Advisors
Indiana
$47K – – –
PWM
169
Perigon Wealth Management
California
$44K +$42.2K +690 New
EFSCE
170
Enterprise Financial Services Corp (EFSC)
Missouri
$43K +$1.47K +24 +4%
AWA
171
Arkadios Wealth Advisors
Georgia
$38K +$36.7K +600 New
COCM
172
Charter Oak Capital Management
New Hampshire
$31K +$29.9K +489 New
GWM
173
Geneos Wealth Management
Colorado
$28K +$289K +4,734 +1,096%
RIM
174
Rockbridge Investment Management
New York
$27K +$367 +6 +1%
NFG
175
Next Financial Group
Texas
$23K +$12.6K +206 +133%
5 6
7
8 9