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
CTC
176
Central Trust Company
Missouri
$586K -$8.19K -92 -1%
GCM
177
Gallacher Capital Management
Colorado
$586K -$63.3K -711 -10%
SFWC
178
Strategic Family Wealth Counselors
New Jersey
$584K
HWM
179
HB Wealth Management
Georgia
$580K +$16.2K +182 +3%
MWM
180
Modera Wealth Management
New Jersey
$579K +$2.23K +25 +0.4%
IF
181
Integrity Financial
Wyoming
$569K -$29.8K -335 -5%
CIA
182
Cape Investment Advisory
Georgia
$562K +$559K +6,274 New
E3F
183
Eight 31 Financial
Texas
$554K +$5.34K +60 +1%
GVAG
184
Great Valley Advisor Group
Delaware
$553K +$239K +2,685 +77%
PCM
185
Palisade Capital Management
New Jersey
$549K +$546K +6,135 New
WWG
186
West Wealth Group
California
$536K -$3.56K -40 -0.7%
GRP
187
Global Retirement Partners
California
$535K -$890 -10 -0.2%
JFA
188
JNBA Financial Advisors
Minnesota
$526K +$3.92K +44 +0.8%
JWA
189
JFS Wealth Advisors
Pennsylvania
$524K +$117K +1,310 +29%
FI
190
FWG Investments
Kentucky
$518K
MCA
191
Magnolia Capital Advisors
Mississippi
$517K +$284K +3,191 +124%
CPIG
192
Chicago Partners Investment Group
Illinois
$516K +$29.4K +330 +6%
RFP
193
Root Financial Partners
California
$500K +$1.43K +16 +0.3%
TFS
194
Thoroughbred Financial Services
Tennessee
$493K -$82K -921 -14%
RIA
195
Regal Investment Advisors
Michigan
$491K -$28.5K -320 -6%
FFC
196
Frederick Financial Consultants
Maryland
$485K +$24.8K +278 +5%
VA
197
Valmark Advisers
Ohio
$473K -$434K -4,870 -48%
TFO
198
Tarbox Family Office
California
$472K -$9.17K -103 -2%
DWM
199
Diversify Wealth Management
Utah
$468K +$33.3K +374 +8%
HNWAG
200
High Net Worth Advisory Group
Florida
$466K +$463K +5,200 New