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
LPL Financial
1
LPL Financial
California
$3.28M +$352K +7,920 +12%
LIA
2
LBMC Investment Advisors
Tennessee
$3.01M +$557K +12,551 +23%
Bank of America
3
Bank of America
North Carolina
$2.8M -$239K -5,379 -8%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.34M +$1.31M +29,475 New
VKH
5
Virtu KCG Holdings
New York
$1.17M -$158K -3,570 -12%
EA
6
Efficient Advisors
Ohio
$1.04M -$57.8K -1,303 -5%
PWM
7
Patriot Wealth Management
Texas
$1.02M +$113K +2,541 +13%
ICAS
8
Investors Capital Advisory Services
Massachusetts
$886K +$867K +19,533 New
AAS
9
Annex Advisory Services
Wisconsin
$821K +$133K +2,988 +20%
CAN
10
Cetera Advisor Networks
California
$805K +$32.2K +725 +4%
Ameriprise
11
Ameriprise
Minnesota
$790K +$765K +17,225 +8,613%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$742K -$32.5K -731 -4%
CMP
13
Courage Miller Partners
Virginia
$705K +$26.8K +603 +4%
VFS
14
VSR Financial Services
Kansas
$649K +$88.3K +1,990 +16%
NC
15
NewSquare Capital
Pennsylvania
$580K +$307K +6,920 +118%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$573K +$298K +6,715 +114%
ACS
17
Archford Capital Strategies
Illinois
$379K +$371K +8,365 New
Morgan Stanley
18
Morgan Stanley
New York
$354K +$19.8K +446 +6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$340K +$65.3K +1,470 +24%
GIM
20
Goelzer Investment Management
Indiana
$300K -$22.2K -500 -7%
Wells Fargo
21
Wells Fargo
California
$278K -$5.7M -128,451 -95%
WA
22
WBH Advisory
Maryland
$232K +$311 +7 +0.1%
AIG
23
American International Group
New York
$231K +$4.44K +100 +2%
OC
24
Oakworth Capital
Alabama
$163K -$49.1K -1,107 -24%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$114K -$142K -3,190 -56%