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
FSG
176
Financial Strategies Group
Michigan
$313K -$19.2K -295 -6%
LWMNY
177
Landmark Wealth Management (New York)
New York
$308K +$19.8K +304 +7%
CTC
178
Central Trust Company
Missouri
$308K -$60.8K -933 -17%
AIA
179
Arbor Investment Advisors
North Carolina
$305K +$1.89K +29 +0.7%
JCM
180
Janney Capital Management
Pennsylvania
$304K +$287K +4,404 New
AFG
181
AFS Financial Group
Maryland
$300K +$75.8K +1,163 +37%
TFO
182
Tarbox Family Office
California
$299K -$157K -2,405 -36%
MW
183
Marcum Wealth
Ohio
$297K +$281K +4,307 New
HHGA
184
Halbert Hargrove Global Advisors
California
$291K +$38.3K +588 +16%
CI
185
CX Institutional
Indiana
$289K -$4.63K -71 -2%
JWA
186
JFS Wealth Advisors
Pennsylvania
$288K -$190K -2,918 -41%
IWS
187
Integrity Wealth Solutions
Colorado
$285K +$269K +4,131 New
HI
188
Harbour Investments
Wisconsin
$285K -$313K -4,797 -54%
SC
189
Scotia Capital
Ontario, Canada
$279K +$977 +15 +0.4%
MWM
190
Modera Wealth Management
New Jersey
$276K +$7.43K +114 +3%
MSFS
191
Main Street Financial Solutions
Pennsylvania
$276K – – –
MWM
192
Meridian Wealth Management
Kentucky
$274K -$232K -3,565 -47%
DP
193
Divergent Planning
Maryland
$274K -$912 -14 -0.3%
SRA
194
Secured Retirement Advisors
Minnesota
$273K +$258K +3,954 New
SAG
195
SageView Advisory Group
California
$273K +$10.9K +167 +4%
FPAS
196
Focus Partners Advisor Solutions
Missouri
$271K -$168K -2,574 -40%
FWP
197
Family Wealth Partners
North Carolina
$271K +$256K +3,922 New
SWA
198
Sax Wealth Advisors
New Jersey
$266K – – –
SFWC
199
Strategic Family Wealth Counselors
New Jersey
$265K – – –
WANY
200
Wealthspire Advisors (New York)
New York
$263K +$248K +3,810 New
6 7
8
9 10