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
MCIA
151
Mountain Capital Investment Advisors
Colorado
$352K -$32.7K -498 -8%
CWP
152
Corepath Wealth Partners
Arizona
$343K +$60K +913 +20%
CTC
153
Central Trust Company
Missouri
$342K +$354K +5,392 New
CWM
154
Cornerstone Wealth Management
Missouri
$339K – – –
MA
155
Mezzasalma Advisors
New Jersey
$335K -$2.96K -45 -0.8%
LA
156
Lane & Associates
New Jersey
$335K +$3.94K +60 +1%
CIA
157
Cape Investment Advisory
Georgia
$331K +$66 +1 +0%
C1AG
158
Client 1st Advisory Group
Florida
$329K -$63.5K -967 -16%
MWM
159
Marion Wealth Management
Pennsylvania
$325K +$16.8K +256 +5%
RWP
160
RWA Wealth Partners
Massachusetts
$320K +$78.5K +1,195 +31%
GC
161
Gould Capital
Washington
$317K -$49K -745 -13%
CFA
162
Cahill Financial Advisors
Minnesota
$316K +$1.25K +19 +0.4%
GCM
163
Gallacher Capital Management
Colorado
$313K +$23.6K +359 +8%
TFS
164
Thoroughbred Financial Services
Tennessee
$308K +$52.2K +794 +20%
SFA
165
Source Financial Advisors
New York
$307K -$3.81K -58 -1%
FSG
166
Financial Strategies Group
Michigan
$307K -$50.2K -764 -14%
AAS
167
Annex Advisory Services
Wisconsin
$306K -$62.3K -948 -16%
WSTAM
168
Wilbanks Smith & Thomas Asset Management
Virginia
$300K +$23.1K +351 +8%
MIC
169
Means Investment Company
Maine
$293K -$46.9K -714 -13%
MLA
170
My Legacy Advisors
Oregon
$285K -$106K -1,608 -26%
AIA
171
Arbor Investment Advisors
North Carolina
$278K -$66 -1 -0%
IWC
172
Integrated Wealth Concepts
Massachusetts
$276K +$17.8K +271 +7%
CI
173
CX Institutional
Indiana
$270K -$1.05M -15,992 -79%
LWMNY
174
Landmark Wealth Management (New York)
New York
$264K +$273K +4,158 New
MFS
175
Madrona Financial Services
Washington
$262K -$25K -381 -8%
5 6
7
8 9