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
COCM
201
Charter Oak Capital Management
New Hampshire
$59K +$15.4K +213 +36%
BWS
202
BCR Wealth Strategies
Alabama
$58K +$57.7K +801 New
AA
203
Ancora Advisors
Ohio
$57K
CFG
204
CKW Financial Group
Hawaii
$50K +$26.6K +369 +125%
EWM
205
EPG Wealth Management
Georgia
$44K
SCA
206
Stonebridge Capital Advisors
Minnesota
$44K +$19.1K +265 +77%
ODG
207
O'Dell Group
Ohio
$42K +$432 +6 +1%
RIM
208
Rockbridge Investment Management
New York
$41K
SFM
209
Signet Financial Management
New Jersey
$41K +$40.4K +560 New
CWS
210
Confluence Wealth Services
Pennsylvania
$40K +$39.9K +553 New
AWM
211
Activest Wealth Management
Florida
$36K
GWM
212
Geneos Wealth Management
Colorado
$31K
LCM
213
Logan Capital Management
Pennsylvania
$31K
OC
214
Oakworth Capital
Alabama
$31K
National Bank of Canada
215
National Bank of Canada
Quebec, Canada
$29K +$28.8K +400 New
CI
216
Carroll Investors
South Carolina
$29K +$28.9K +401 New
NFG
217
Next Financial Group
Texas
$27K -$4.97K -69 -16%
William Blair & Company
218
William Blair & Company
Illinois
$27K +$216 +3 +0.8%
LPWM
219
Lake Point Wealth Management
Texas
$26K +$5.91K +82 +30%
LPP
220
Life Planning Partners
Florida
$25K +$24.5K +340 New
SJIA
221
St. James Investment Advisors
New York
$25K +$25.2K +350 New
PA
222
Parallel Advisors
California
$16K -$19.4K -269 -55%
MIM
223
Macroview Investment Management
Maryland
$16K
PFGIA
224
Patriot Financial Group Insurance Agency
Massachusetts
$16K
TWC
225
TD Waterhouse Canada
Ontario, Canada
$15.6K +$15.4K +214 New