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iShares Core 80/20 Aggressive Allocation ETF
AOA

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
176
Sovereign Financial Group
Connecticut
$418K -$8.88K -114 -2%
CTC
177
Central Trust Company
Missouri
$414K +$10.1K +129 +2%
SC
178
Savant Capital
Illinois
$410K -$267K -3,422 -39%
TFO
179
Tarbox Family Office
California
$409K – – –
AAS
180
Avantax Advisory Services
Texas
$393K +$401K +5,141 New
GC
181
Gould Capital
Washington
$387K +$8.41K +108 +2%
ARC
182
Advisor Resource Council
Texas
$385K +$439K +5,638 New
CWM
183
Cornerstone Wealth Management
Missouri
$384K -$26.8K -344 -6%
WFS
184
Weitzel Financial Services
Iowa
$383K +$106K +1,360 +36%
WWM
185
Western Wealth Management
Colorado
$379K -$6.39K -82 -2%
PWMA
186
Pension & Wealth Management Advisors
Massachusetts
$377K +$49.3K +633 +15%
MIAS
187
Mason Investment Advisory Services
Virginia
$376K +$383K +4,912 New
AWS
188
Atria Wealth Solutions
New York
$367K – – –
DP
189
Divergent Planning
Maryland
$364K +$156 +2 +0%
FSG
190
Financial Strategies Group
Michigan
$358K +$53.1K +681 +16%
WW
191
Westshore Wealth
California
$358K +$7.17K +92 +2%
SRA
192
Secured Retirement Advisors
Minnesota
$352K -$3.9K -50 -1%
EFG
193
Elios Financial Group
Ohio
$351K +$40.4K +518 +13%
TI
194
TrueMark Investments
Illinois
$335K +$341K +4,382 New
FFC
195
Frederick Financial Consultants
Maryland
$335K -$15.3K -197 -4%
AAP
196
Arax Advisory Partners
Colorado
$333K +$11.1K +143 +3%
RFP
197
Root Financial Partners
California
$327K +$2.57K +33 +0.8%
JWA
198
JFS Wealth Advisors
Pennsylvania
$325K -$6.86K -88 -2%
BWM
199
BCGM Wealth Management
Indiana
$325K -$7.32K -94 -2%
SF
200
SWP Financial
California
$318K -$61.3K -787 -16%
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