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iShares Core 80/20 Aggressive Allocation ETF
AOA

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
201
Savant Capital
Illinois
$257K +$251K +3,433 New
CIA
202
Concurrent Investment Advisors
Florida
$256K +$251K +3,429 New
NCM
203
New Capital Management
Texas
$256K +$1.68K +23 +0.7%
ACM
204
Altrius Capital Management
North Carolina
$255K +$146 +2 +0.1%
WFS
205
Weitzel Financial Services
Iowa
$252K +$37.3K +510 +18%
CIAS
206
Capital Investment Advisory Services
North Carolina
$248K -$186K -2,551 -43%
HWM
207
HB Wealth Management
Georgia
$247K +$19.1K +261 +9%
CWA
208
Choice Wealth Advisors
Maine
$241K +$10.2K +140 +5%
WANY
209
Wealthspire Advisors (New York)
New York
$237K +$7.67K +105 +3%
CPCM
210
Cardinal Point Capital Management
Ontario, Canada
$234K +$228K +3,124 New
MLA
211
My Legacy Advisors
Oregon
$232K -$144K -1,964 -39%
RIA
212
Realta Investment Advisors
Delaware
$231K +$21.9K +300 +11%
T
213
TNF
Montana
$230K +$5.34K +73 +2%
NGA
214
Naples Global Advisors
Florida
$230K – – –
GFP
215
Guardian Financial Partners
California
$229K +$658 +9 +0.3%
WDL
216
Well Done LLC
Michigan
$228K +$10.5K +143 +5%
TPW
217
TL Private Wealth
Texas
$227K +$4.17K +57 +2%
FWP
218
Family Wealth Partners
North Carolina
$226K -$35.5K -485 -14%
STA
219
Summit Trail Advisors
New York
$224K – – –
AAS
220
Annex Advisory Services
Wisconsin
$223K -$10.5K -143 -5%
MAG
221
Mayfair Advisory Group
Alabama
$222K +$212K +2,905 New
CCA
222
Cora Capital Advisors
New Jersey
$220K – – –
AWM
223
Aprio Wealth Management
Georgia
$219K +$585 +8 +0.3%
EWA
224
EP Wealth Advisors
California
$218K +$585 +8 +0.3%
BRWA
225
B. Riley Wealth Advisors
Florida
$215K +$210K +2,876 New
7 8
9
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