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
CIA
151
Cape Investment Advisory
Georgia
$421K +$58.2K +893 +17%
MMA
152
Miracle Mile Advisors
California
$419K +$7.1K +109 +2%
WWG
153
West Wealth Group
California
$411K +$3.45K +53 +0.9%
TGAM
154
TBH Global Asset Management
Tennessee
$409K -$1.35M -20,750 -78%
CIAS
155
Capital Investment Advisory Services
North Carolina
$406K -$22.8K -350 -6%
MCIA
156
Mountain Capital Investment Advisors
Colorado
$392K +$14.3K +220 +4%
KWM
157
Kingsview Wealth Management
Oregon
$391K -$116K -1,784 -24%
KA
158
Klingman & Associates
New York
$387K – – –
MWM
159
Marion Wealth Management
Pennsylvania
$379K +$24.4K +374 +7%
CWM
160
Cornerstone Wealth Management
Missouri
$370K +$1.5K +23 +0.4%
SF
161
SWP Financial
California
$368K +$347K +5,327 New
GW
162
GW & Wade
Massachusetts
$364K +$343K +5,270 New
GCM
163
Gallacher Capital Management
Colorado
$359K +$17.7K +271 +5%
MA
164
Mezzasalma Advisors
New Jersey
$358K -$6.06K -93 -2%
SFA
165
Source Financial Advisors
New York
$356K +$21K +323 +7%
SFG
166
Sovereign Financial Group
Connecticut
$354K -$28.4K -436 -8%
GC
167
Gould Capital
Washington
$347K -$782 -12 -0.2%
IWC
168
Integrated Wealth Concepts
Massachusetts
$345K +$43K +660 +15%
CFA
169
Cahill Financial Advisors
Minnesota
$343K -$977 -15 -0.3%
MLA
170
My Legacy Advisors
Oregon
$340K +$24.1K +370 +8%
TFS
171
Thoroughbred Financial Services
Tennessee
$335K – – –
WSTAM
172
Wilbanks Smith & Thomas Asset Management
Virginia
$333K +$6.26K +96 +2%
C1AG
173
Client 1st Advisory Group
Florida
$321K -$34.7K -532 -10%
KWM
174
Keebeck Wealth Management
Illinois
$320K +$37.7K +579 +14%
AWA
175
Aquire Wealth Advisors
Utah
$315K +$31.5K +483 +12%
5 6
7
8 9