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
Bank of America
1
Bank of America
North Carolina
$39.8M +$1.45M +23,742 +4%
AssetMark Inc
2
AssetMark Inc
California
$22.3M -$45.4K -742 -0.2%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$21.2M +$524K +8,577 +3%
TC
4
Trilogy Capital
California
$18.8M +$4.08M +66,802 +30%
LIA
5
LBMC Investment Advisors
Tennessee
$10.3M +$145K +2,379 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$9.71M +$215K +3,519 +2%
PAMG
7
Patton Albertson Miller Group
Tennessee
$7.03M +$402K +6,571 +7%
LPL Financial
8
LPL Financial
California
$6.98M +$1.03M +16,837 +18%
PAA
9
Peregrine Asset Advisers
Oregon
$6.51M -$51.5K -843 -0.8%
Wells Fargo
10
Wells Fargo
California
$5.05M +$2.2M +35,924 +84%
Morgan Stanley
11
Morgan Stanley
New York
$4.86M -$343K -5,607 -7%
NWM
12
Northwest Wealth Management
Iowa
$4.85M +$332K +5,424 +8%
FHC
13
Fort Henry Capital
West Virginia
$3.81M +$3.62M +59,288 New
WA
14
Waverly Advisors
Alabama
$3.77M +$254K +4,152 +8%
KAS
15
Kestra Advisory Services
Texas
$3.46M +$947K +15,494 +40%
AIP
16
Ahrens Investment Partners
Louisiana
$2.99M -$87.8K -1,436 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.77M -$825K -13,499 -24%
MSA
18
Marino Stram & Associates
Massachusetts
$2.53M -$87.1K -1,424 -3%
SW
19
SteelPeak Wealth
California
$2.52M -$102K -1,672 -4%
CCM
20
Canal Capital Management
Virginia
$2.5M +$48.8K +799 +2%
ACS
21
Archford Capital Strategies
Illinois
$2.48M -$35.9K -587 -2%
VWA
22
Visionary Wealth Advisors
Illinois
$2.33M +$9.54K +156 +0.4%
MFS
23
Madrona Financial Services
Washington
$2.25M +$207K +3,394 +11%
SFG
24
StrategIQ Financial Group
Indiana
$2.2M +$95.6K +1,564 +5%
Stifel Financial
25
Stifel Financial
Missouri
$2.14M +$1.27M +20,712 +164%