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iShares Core 80/20 Aggressive Allocation ETF
AOA

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
176
Gallacher Capital Management
Colorado
$586K -$63.3K -711 -10%
SFWC
177
Strategic Family Wealth Counselors
New Jersey
$584K – – –
HWM
178
HB Wealth Management
Georgia
$580K +$16.2K +182 +3%
MWM
179
Modera Wealth Management
New Jersey
$579K +$2.23K +25 +0.4%
IF
180
Integrity Financial
Wyoming
$569K -$29.8K -335 -5%
CIA
181
Cape Investment Advisory
Georgia
$562K +$559K +6,274 New
E3F
182
Eight 31 Financial
Texas
$554K +$5.34K +60 +1%
GVAG
183
Great Valley Advisor Group
Delaware
$553K +$239K +2,685 +77%
PCM
184
Palisade Capital Management
New Jersey
$549K +$546K +6,135 New
WWG
185
West Wealth Group
California
$536K -$3.56K -40 -0.7%
GRP
186
Global Retirement Partners
California
$535K -$890 -10 -0.2%
JFA
187
JNBA Financial Advisors
Minnesota
$526K +$3.92K +44 +0.8%
JWA
188
JFS Wealth Advisors
Pennsylvania
$524K +$117K +1,310 +29%
FI
189
FWG Investments
Kentucky
$518K – – –
MCA
190
Magnolia Capital Advisors
Mississippi
$517K +$284K +3,191 +124%
CPIG
191
Chicago Partners Investment Group
Illinois
$516K +$29.4K +330 +6%
RFP
192
Root Financial Partners
California
$500K +$1.43K +16 +0.3%
TFS
193
Thoroughbred Financial Services
Tennessee
$493K -$82K -921 -14%
RIA
194
Regal Investment Advisors
Michigan
$491K -$28.5K -320 -6%
FFC
195
Frederick Financial Consultants
Maryland
$485K +$24.8K +278 +5%
VA
196
Valmark Advisers
Ohio
$473K -$434K -4,870 -48%
TFO
197
Tarbox Family Office
California
$472K -$9.17K -103 -2%
DWM
198
Diversify Wealth Management
Utah
$468K +$33.3K +374 +8%
HNWAG
199
High Net Worth Advisory Group
Florida
$466K +$463K +5,200 New
AWA
200
Aquire Wealth Advisors
Utah
$465K -$75.1K -844 -14%
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