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
MAM
151
Mullooly Asset Management
New Jersey
$752K +$14.9K +164 +2%
BSWM
152
Boston Standard Wealth Management
Massachusetts
$750K -$54.1K -594 -7%
Envestnet Asset Management
153
Envestnet Asset Management
Illinois
$746K +$99.4K +1,091 +15%
OFG
154
Oxford Financial Group
Indiana
$746K +$29.7K +326 +4%
OGF
155
Orin Green Financial
California
$736K +$54.3K +596 +8%
W
156
Wealthquest
Ohio
$728K -$28.4K -312 -4%
TPWA
157
TRUE Private Wealth Advisors
Oregon
$727K -$183K -2,004 -20%
MCA
158
Magnolia Capital Advisors
Mississippi
$726K +$222K +2,437 +42%
MWM
159
Marion Wealth Management
Pennsylvania
$715K +$36.4K +400 +5%
AWM
160
AE Wealth Management
Kansas
$695K +$7.74K +85 +1%
FW
161
Fidato Wealth
Ohio
$692K -$27.7K -304 -4%
MWM
162
Meridian Wealth Management
Kentucky
$686K
SAI
163
Savvy Advisors Inc
New York
$685K +$31.7K +348 +5%
AF
164
Advisornet Financial
Minnesota
$670K -$47.9K -526 -6%
CMP
165
Courage Miller Partners
Virginia
$668K -$7.47K -82 -1%
KWM
166
Kingsview Wealth Management
Oregon
$666K +$11.8K +129 +2%
CPIG
167
Chicago Partners Investment Group
Illinois
$659K +$125K +1,369 +24%
BM
168
Berman McAleer
Maryland
$652K -$91.5K -1,005 -12%
PGF
169
Plan Group Financial
Oklahoma
$651K -$81.8K -898 -11%
TC
170
Trilogy Capital
California
$648K -$31K -340 -4%
TDWM
171
Topel & Distasi Wealth Management
California
$644K +$6.19K +68 +0.9%
HWA
172
Heritage Wealth Architects
Minnesota
$630K +$18K +198 +3%
FI
173
FWG Investments
Kentucky
$629K +$121K +1,326 +23%
SI
174
SimpliFi Inc
California
$624K +$22.1K +243 +4%
CCA
175
Cypress Capital Advisors
Tennessee
$608K -$911 -10 -0.1%