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iShares Core 80/20 Aggressive Allocation ETF
AOA

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
151
Sightline Wealth Advisors
Connecticut
$252K -$96.7K -1,342 -28%
MWM
152
McNaughton Wealth Management
California
$252K -$7.57K -105 -3%
VWM
153
Vigilare Wealth Management
Arizona
$249K -$32.4K -450 -12%
MOS
154
MGO One Seven
Ohio
$249K +$13.2K +183 +6%
ACP
155
Arcus Capital Partners
Georgia
$248K +$246K +3,407 New
KWM
156
Kingsview Wealth Management
Oregon
$239K +$237K +3,287 New
GMA
157
Goldstein Munger & Associates
California
$236K – – –
SG
158
Strid Group
Pennsylvania
$232K – – –
BOPW
159
Brandywine Oak Private Wealth
Pennsylvania
$225K -$47.4K -657 -18%
PCG
160
Private Capital Group
Connecticut
$223K +$72 +1 +0%
CCM
161
Coldstream Capital Management
Washington
$221K +$219K +3,039 New
FAIM
162
Financial Advocates Investment Management
Washington
$218K -$6.85K -95 -3%
STA
163
Summit Trail Advisors
New York
$218K – – –
AAP
164
Arax Advisory Partners
Colorado
$214K +$49.5K +687 +31%
HHGA
165
Halbert Hargrove Global Advisors
California
$214K +$212K +2,944 New
JCM
166
Jacobsen Capital Management
Utah
$212K -$55.1K -764 -21%
CPIG
167
Chicago Partners Investment Group
Illinois
$211K +$577 +8 +0.3%
EIG
168
Ellenbecker Investment Group
Wisconsin
$210K +$208K +2,892 New
RIA
169
Realta Investment Advisors
Delaware
$209K +$649 +9 +0.3%
SFP
170
Sweet Financial Partners
Minnesota
$206K +$204K +2,825 New
AWM
171
Aprio Wealth Management
Georgia
$205K +$203K +2,820 New
CFA
172
Carroll Financial Associates
North Carolina
$204K +$136K +1,891 +209%
KOC
173
Koss-Olinger Consulting
Florida
$202K +$200K +2,774 New
AWA
174
Aquire Wealth Advisors
Utah
$202K +$200K +2,777 New
S
175
SignatureFD
Georgia
$184K +$1.8K +25 +1%
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