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
RIM
176
Rockbridge Investment Management
New York
$40K +$10.1K +142 +33%
ODG
177
O'Dell Group
Ohio
$40K +$40.6K +570 New
AWM
178
Activest Wealth Management
Florida
$35K – – –
PA
179
Parallel Advisors
California
$34K +$15.3K +215 +77%
GWM
180
Geneos Wealth Management
Colorado
$30K – – –
LCM
181
Logan Capital Management
Pennsylvania
$30K – – –
NFG
182
Next Financial Group
Texas
$30K – – –
OC
183
Oakworth Capital
Alabama
$29K – – –
William Blair & Company
184
William Blair & Company
Illinois
$26K +$71 +1 +0.3%
APA
185
American Portfolios Advisors
New York
$24.9K – – –
SCA
186
Stonebridge Capital Advisors
Minnesota
$24K – – –
CFG
187
CKW Financial Group
Hawaii
$21K +$855 +12 +4%
LPWM
188
Lake Point Wealth Management
Texas
$19K +$997 +14 +5%
GRP
189
Global Retirement Partners
California
$16K +$6.55K +92 +70%
MIM
190
Macroview Investment Management
Maryland
$15K – – –
PFGIA
191
Patriot Financial Group Insurance Agency
Massachusetts
$15K – – –
FWM
192
Focused Wealth Management
New York
$15K +$71 +1 +0.5%
SWM
193
Spire Wealth Management
Virginia
$14K +$71 +1 +0.5%
NSIM
194
North Star Investment Management
Illinois
$13K +$71 +1 +0.5%
GWMIA
195
Global Wealth Management Investment Advisory
Florida
$12K – – –
CCM
196
Cribstone Capital Management
Maine
$11K +$71 +1 +0.6%
AWM
197
AllSquare Wealth Management
New York
$8K – – –
VNA
198
Valley National Advisers
Pennsylvania
$7K – – –
CWP
199
Concord Wealth Partners
Virginia
$7K +$4.77K +67 +223%
LWM
200
Liberty Wealth Management
California
$6K +$71 +1 +1%