We are live on ! Find out more
AOA icon

iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
CGN Advisors
Kansas
$265K +$1.91K +30 +0.7%
FWM
152
Frontier Wealth Management
Missouri
$262K +$8.85K +139 +3%
MWM
153
Mission Wealth Management
California
$259K +$636 +10 +0.2%
CWP
154
Corepath Wealth Partners
Arizona
$254K -$21.6K -339 -7%
SG
155
StoneX Group
New York
$251K +$266K +4,186 New
WA
156
WBH Advisory
Maryland
$248K +$265K +4,171 New
SF
157
SBK Financial
Virginia
$243K +$636 +10 +0.2%
Renaissance Technologies
158
Renaissance Technologies
New York
$240K +$255K +4,000 New
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
$239K -$2.17M -34,033 -90%
AIA
160
Arbor Investment Advisors
North Carolina
$234K +$14K +220 +6%
WSTAM
161
Wilbanks Smith & Thomas Asset Management
Virginia
$232K +$13.7K +216 +6%
OIA
162
OneDigital Investment Advisors
Kansas
$231K +$9.74K +153 +4%
SFWC
163
Strategic Family Wealth Counselors
New Jersey
$229K – – –
KWM
164
Kingsview Wealth Management
Oregon
$229K +$28.3K +444 +13%
CPFP
165
Clear Perspectives Financial Planning
Ohio
$228K -$40.4K -635 -14%
Koshinski Asset Management
166
Koshinski Asset Management
Illinois
$215K -$19.9K -312 -8%
MML Investors Services
167
MML Investors Services
Massachusetts
$214K -$2.16K -34 -0.9%
MOS
168
MGO One Seven
Ohio
$214K +$2.04K +32 +0.9%
MWM
169
McNaughton Wealth Management
California
$209K – – –
GMA
170
Goldstein Munger & Associates
California
$208K +$15.2K +239 +7%
NC
171
NewSquare Capital
Pennsylvania
$196K +$69.4K +1,091 +50%
MWM
172
Mascoma Wealth Management
New Hampshire
$156K +$9.16K +144 +6%
BHWM
173
Bay Harbor Wealth Management
Maryland
$153K +$764 +12 +0.5%
S
174
SignatureFD
Georgia
$151K +$446 +7 +0.3%
TF
175
TimeScale Financial
Massachusetts
$146K +$4.2K +66 +3%