AOA Stock — iShares Core 80/20 Aggressive Allocation ETF: Holdings

Institution	Added	Now Holds
Large Rockefeller Capital Management L.P.	+55,052	611,739
Mega CITADEL ADVISORS LLC	+28,599	40,400
Mid Foundations Investment Advisors, LLC	+26,004	202,154
Small HANOVER ADVISORS INC	+21,073	49,732
Large OSAIC HOLDINGS, INC.	+19,218	74,652

Institution	Sold	Now Holds
Mega MORGAN STANLEY	−22,270	148,997
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	−10,169	5,663
Mega WELLS FARGO & COMPANY/MN	−10,035	184,629
Mega RAYMOND JAMES FINANCIAL INC	−8,485	63,301
Mid Allworth Financial LP	−4,504	29,553

Institution	Acquired	Value (USD)
Large NewEdge Advisors, LLC	36,886	$3,600,073
Mid GTS SECURITIES LLC	18,226	$1,778,857
Large HRT FINANCIAL LP	8,717	$850,779
Mid BRIGHTON JONES LLC	8,669	$846,094
Micro Montgomery Financial Services LLC	7,611	$742,833

Institution	Previously Held	Last Value (USD)
Mega LPL Financial LLC	311,488	$27,563,573
Large ASSETMARK, INC	244,856	$21,667,307
Micro Ellenbecker Investment Group	216,273	$19,137,997
Micro JIM SAULNIER & ASSOCIATES, LLC	209,260	$18,517,417
Mid Mesirow Financial Investment Management, Inc.	152,290	$13,476,142

Rockefeller Capital Management L.P.

$59,705,726

17.90%

611,739

Foundations Investment Advisors, LLC

$19,730,230

5.92%

202,154

WELLS FARGO & COMPANY/MN

$18,019,789

5.40%

184,629

MORGAN STANLEY

$14,542,106

4.36%

148,997

Waverly Advisors, LLC

$14,195,334

4.26%

145,444

Thrivent Financial for Lutherans

$10,867,955

3.26%

111,352

Hopwood Nicholas Hunter

$10,089,302

3.02%

103,374

BANK OF AMERICA CORP /DE/

$10,020,493

3.00%

102,669

Western Wealth Management, LLC

$8,844,902

2.65%

90,624

Prosperity Consulting Group, LLC

$8,357,488

2.51%

85,630

Consilium Wealth Advisory, LLC

$7,979,873

2.39%

81,761

OSAIC HOLDINGS, INC.

$7,286,035

2.18%

74,652

HARBOUR INVESTMENTS, INC.

$6,876,505

2.06%

70,456

ROYAL BANK OF CANADA

$6,845,077

2.05%

70,134

JPMORGAN CHASE & CO

$6,591,609

1.98%

67,537

RAYMOND JAMES FINANCIAL INC

$6,178,176

1.85%

63,301

Cetera Investment Advisers

$6,140,992

1.84%

62,920

WEALTH ALLIANCE, LLC

$5,797,049

1.74%

59,396

HANOVER ADVISORS INC

$4,853,843

1.46%

49,732

UBS Group AG

$4,594,422

1.38%

47,074

RITHOLTZ WEALTH MANAGEMENT

$4,069,529

1.22%

41,696

Mutual Advisors, LLC

$3,996,036

1.20%

40,943

CITADEL ADVISORS LLC

$3,943,040

1.18%

40,400

NewEdge Advisors, LLC

$3,600,073

1.08%

36,886

Cerity Partners LLC

$3,343,190

1.00%

34,254

ODonnell Financial Services, LLC

$3,145,355

0.94%

32,227

EP Wealth Advisors, LLC

$3,103,680

0.93%

31,800

Allworth Financial LP

$2,884,372

0.86%

29,553

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$2,799,948

0.84%

28,688

AMERIPRISE FINANCIAL INC

$2,698,347

0.81%

27,647

STIFEL FINANCIAL CORP

$2,555,167

0.77%

26,180

CAPTRUST FINANCIAL ADVISORS

$2,459,227

0.74%

25,197

Creative Planning

$2,239,627

0.67%

22,947

Corient Private Wealth LLC

$2,207,224

0.66%

22,615

TOBIAS FINANCIAL ADVISORS, INC.

$2,088,542

0.63%

21,399

Visionary Wealth Advisors

$2,035,057

0.61%

20,851

Mariner, LLC

$2,034,472

0.61%

20,845

Integrated Wealth Concepts LLC

$1,891,780

0.57%

19,383

Advisory Services Network, LLC

$1,860,744

0.56%

19,065

GTS SECURITIES LLC

$1,778,857

0.53%

18,226

Cerity Partners Retirement Plan Advisors LLC

$1,712,489

0.51%

17,546

Per Stirling Capital Management, LLC.

$1,596,736

0.48%

16,360

Stratos Wealth Partners, LTD.

$1,583,169

0.47%

16,221

Rothschild Wealth LLC

$1,544,227

0.46%

15,822

Mason Investment Advisory Services, Inc.

$1,449,848

0.43%

14,855

MAINSAIL ASSET MANAGEMENT, LLC

$1,438,233

0.43%

14,736

Sanctuary Advisors, LLC

$1,392,752

0.42%

14,270

NICOLET BANKSHARES INC

$1,265,384

0.38%

12,965

JONES FINANCIAL COMPANIES LLLP

$1,230,150

0.37%

12,604

BlueStem Wealth Partners, LLC

$1,207,995

0.36%

12,377

Focus Partners Wealth

$1,200,577

0.36%

12,301

Hobbs Group Advisors, LLC

$1,197,259

0.36%

12,267

BCWM, LLC

$1,063,644

0.32%

10,898

FMR LLC

$1,062,668

0.32%

10,888

Steward Partners Investment Advisory, LLC

$1,049,590

0.31%

10,754

MAGNOLIA CAPITAL ADVISORS LLC

$959,700

0.29%

9,833

MERCER GLOBAL ADVISORS INC /ADV

$912,267

0.27%

9,347

HRT FINANCIAL LP

$850,779

0.26%

8,717

BRIGHTON JONES LLC

$846,094

0.25%

8,669

OXFORD FINANCIAL GROUP, LTD. LLC

$797,196

0.24%

8,168

PALISADE CAPITAL MANAGEMENT, LP

$787,534

0.24%

8,069

Montgomery Financial Services LLC

$742,833

0.22%

7,611

IFG Advisory, LLC

$697,156

0.21%

7,143

MONETA GROUP INVESTMENT ADVISORS LLC

$677,441

0.20%

6,941

BESSEMER GROUP INC

$659,678

0.20%

6,759

Regal Investment Advisors LLC

$638,108

0.19%

6,538

EIGHT 31 FINANCIAL, LLC

$632,350

0.19%

6,479

Strategic Family Wealth Counselors, L.L.C.

$631,667

0.19%

6,472

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$552,708

0.17%

5,663

AQR CAPITAL MANAGEMENT LLC

$551,244

0.17%

5,648

THOROUGHBRED FINANCIAL SERVICES, LLC

$517,377

0.16%

5,301

Arcus Capital Partners, LLC

$504,299

0.15%

5,167

Vise Technologies, Inc.

$497,564

0.15%

5,098

FCA CORP /TX

$472,872

0.14%

4,845

Frederick Financial Consultants, LLC

$471,798

0.14%

4,834

Compass Financial Group, Inc. (Ohio)

$454,035

0.14%

4,652

Mayfair Advisory Group, LLC

$389,912

0.12%

3,995

BLAIR WILLIAM & CO/IL

$384,446

0.12%

3,939

Bellwether Advisors, LLC

$383,860

0.12%

3,933

COLDSTREAM CAPITAL MANAGEMENT INC

$377,712

0.11%

3,870

CAHILL FINANCIAL ADVISORS INC

$374,881

0.11%

3,841

Federation des caisses Desjardins du Quebec

$363,072

0.11%

3,720

Summit Trail Advisors, LLC

$358,582

0.11%

3,674

Purpose Unlimited Inc.

$332,523

0.10%

3,407

Ausdal Financial Partners, Inc.

$317,590

0.10%

3,254

Valpey Financial Services, LLC

$314,272

0.09%

3,220

Columbia River Financial Group, LLC

$310,563

0.09%

3,182

AMERIFLEX GROUP, INC.

$303,438

0.09%

3,109

Premier Private Wealth Management LLC

$296,899

0.09%

3,042

Meridian Wealth Advisors, LLC

$289,481

0.09%

2,966

Financial Strategies Group, Inc.

$271,718

0.08%

2,784

Altrius Capital Management Inc

$264,203

0.08%

2,707

Perissos Private Wealth Management, LLC

$239,900

0.07%

2,458

Cadence Wealth Management LLC

$219,795

0.07%

2,252

Brio Consultants, LLC

$210,132

0.06%

2,153

Snowden Capital Advisors LLC

$202,422

0.06%

2,074

ELEVATE WEALTH ADVISORY, INC

$163,480

0.05%

1,675

Aptus Capital Advisors, LLC

$150,888

0.05%

1,546

BANK OF MONTREAL /CAN/

$115,265

0.03%

1,181

Regatta Research & Money Management

$113,020

0.03%

1,158

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

$98,185

0.03%

1,006

Synergy Investment Management, LLC

$97,600

0.03%

1,000

US BANCORP \DE\

$76,908

0.02%

788

MANNING & NAPIER ADVISORS LLC

$71,443

0.02%

732

Larson Financial Group LLC

$59,828

0.02%

613

ACTION POINT FINANCIAL PLANNING, LLC

$58,168

0.02%

596

Capital Advisor Network LLC

$32,305

0.01%

331

Strategic Advocates LLC

$29,865

0.01%

306

MCF Advisors LLC

$29,572

0.01%

303

COMPASS FINANCIAL MANAGEMENT LLC

$24,204

0.01%

248

SIMPLEX TRADING, LLC

$23,228

0.01%

238

Qube Research & Technologies Ltd

$20,105

0.01%

206

SFAM, LLC

$12,004

0.00%

123

Nemes Rush Group LLC

$10,540

0.00%

108

Front Row Advisors LLC

$10,248

0.00%

105

Keating Financial Advisory Services, Inc.

$8,686

0.00%

89

Ankerstar Wealth, LLC

$7,808

0.00%

80

HANTZ FINANCIAL SERVICES, INC.

$6,344

0.00%

65

VANGUARD ADVISERS INC

$5,270

0.00%

54

Godfrey Financial Associates, Inc.

$4,684

0.00%

48

Ancora Advisors LLC

$3,123

0.00%

32

Delos Wealth Advisors, LLC

$1,171

0.00%

12

LPL Financial LLC

$27,563,573

8.26%

311,488

ASSETMARK, INC

$21,667,307

6.50%

244,856

Ellenbecker Investment Group

$19,137,997

5.74%

216,273

JIM SAULNIER & ASSOCIATES, LLC

$18,517,417

5.55%

209,260

Mesirow Financial Investment Management, Inc.

$13,476,142

4.04%

152,290

Cambridge Investment Research Advisors, Inc.

$13,288,543

3.98%

150,170

LBMC INVESTMENT ADVISORS, LLC

$11,186,994

3.35%

126,421

PATTON ALBERTSON MILLER GROUP, LLC

$9,919,463

2.97%

112,097

KESTRA PRIVATE WEALTH SERVICES, LLC

$8,522,117

2.56%

96,306

COMMONWEALTH EQUITY SERVICES, LLC

$6,620,290

1.98%

74,814

Legacy Financial Group LLC

$6,580,293

1.97%

74,362

UNIQUE WEALTH, LLC

$5,564,959

1.67%

62,888

Clearstead Advisors, LLC

$5,447,621

1.63%

61,562

GeoWealth Management, LLC

$5,301,347

1.59%

59,909

Kestra Advisory Services, LLC

$4,852,349

1.45%

54,835

Weaver Consulting Group

$4,803,237

1.44%

54,280

Legacy Wealth Partners, LLC

$4,435,118

1.33%

50,120

Fort Henry Capital, LLC

$4,364,946

1.31%

49,327

Farther Finance Advisors, LLC

$4,293,800

1.29%

48,523

Strategic Blueprint, LLC

$4,104,077

1.23%

46,379

SteelPeak Wealth, LLC

$3,976,563

1.19%

44,938

Westmount Partners, LLC

$3,294,659

0.99%

37,232

Dynamic Advisor Solutions LLC

$3,209,532

0.96%

36,270

Redhawk Wealth Advisors, Inc.

$2,954,592

0.89%

33,389

MARINO, STRAM & ASSOCIATES LLC

$2,742,659

0.82%

30,994

Perigon Wealth Management, LLC

$2,698,325

0.81%

30,493

Wealth Forward, LLC

$2,464,888

0.74%

27,855

Archford Capital Strategies, LLC

$2,463,738

0.74%

27,842

CX Institutional

$2,431,439

0.73%

27,477

RWA WEALTH PARTNERS, LLC

$2,412,414

0.72%

27,262

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$2,411,352

0.72%

27,250

RTD Financial Advisors, Inc.

$2,402,149

0.72%

27,146

Somnio Financial Group, LLC

$2,311,801

0.69%

26,125

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

$2,263,662

0.68%

25,581

NorthStar Asset Management LLC /NJ/

$2,223,217

0.67%

2,194,160

Brookstone Capital Management

$2,109,513

0.63%

23,839

Madrid Financial Services

$2,102,433

0.63%

23,759

LODESTAR PRIVATE ASSET MANAGEMENT LLC

$2,097,036

0.63%

23,698

Worth Asset Management, LLC

$2,074,825

0.62%

23,447

Moss Adams Wealth Advisors LLC

$2,027,925

0.61%

22,917

HFM Investment Advisors, LLC

$2,026,332

0.61%

22,899

HighTower Advisors, LLC

$1,911,472

0.57%

21,601

Peregrine Asset Advisers, Inc.

$1,787,851

0.54%

20,204

Equitable Holdings, Inc.

$1,752,102

0.53%

19,800

CGN Advisors LLC

$1,722,546

0.52%

19,466

Venturi Wealth Management, LLC

$1,691,839

0.51%

19,119

Canal Capital Management, LLC

$1,689,539

0.51%

19,093

OneDigital Investment Advisors LLC

$1,683,433

0.50%

19,024

Syverson Strege & Co

$1,640,870

0.49%

18,543

Focus Partners Advisor Solutions, LLC

$1,602,819

0.48%

18,113

Private Advisor Group, LLC

$1,497,604

0.45%

16,924

Summit Wealth Partners, LLC

$1,486,012

0.45%

16,793

Savant Capital, LLC

$1,482,738

0.44%

16,756

Tempus Wealth Planning, LLC

$1,474,597

0.44%

16,664

Buttonwood Financial Group, LLC

$1,463,359

0.44%

16,537

MOR Wealth Management, LLC

$1,413,008

0.42%

15,968

Sovereign Financial Group, Inc.

$1,367,435

0.41%

15,453

WEALTHEDGE INVESTMENT ADVISORS, LLC

$1,340,181

0.40%

15,145

UNITED CAPITAL FINANCIAL ADVISORS, LLC

$1,294,077

0.39%

14,624

Greystone Financial Group, LLC

$1,271,866

0.38%

14,373

SAGESPRING WEALTH PARTNERS, LLC

$1,271,247

0.38%

14,366

Badgley Phelps Wealth Managers, LLC

$1,239,656

0.37%

14,009

ASPIRIANT, LLC

$1,178,598

0.35%

13,319

Cornerstone Planning Group LLC

$1,174,439

0.35%

13,272

NORTHWEST WEALTH MANAGEMENT, LLC

$1,082,586

0.32%

12,234

THRYVE WEALTH MANAGEMENT LLC

$1,068,516

0.32%

12,075

Prentice Wealth Management LLC

$1,059,579

0.32%

11,974

Acropolis Investment Management, LLC

$1,054,889

0.32%

11,921

ABLE Financial Group, LLC

$1,032,235

0.31%

11,665

Concurrent Investment Advisors, LLC

$1,021,440

0.31%

11,543

Worth Financial Advisory Group, LLC

$1,005,600

0.30%

11,364

Diversified Trust Co

$973,301

0.29%

10,999

WORLD EQUITY GROUP, INC.

$965,337

0.29%

10,909

High Net Worth Advisory Group LLC

$955,692

0.29%

10,800

MPS Loria Financial Planners, LLC

$953,214

0.29%

10,772

Stonebridge Financial Group, LLC

$948,966

0.28%

10,724

Integrity Wealth Solutions LLC

$921,357

0.28%

10,412

Clear Creek Financial Management, LLC

$920,826

0.28%

10,406

Lido Advisors, LLC

$905,518

0.27%

10,233

DIVERSIFY WEALTH MANAGEMENT, LLC

$904,367

0.27%

10,220

Clearview Wealth Management LLC

$901,270

0.27%

10,185

Saxony Capital Management, LLC

$897,200

0.27%

10,139

KICKSTAND VENTURES, LLC.

$880,917

0.26%

9,955

EverSource Wealth Advisors, LLC

$874,546

0.26%

9,883

Insight Advisors, LLC/ PA

$848,530

0.25%

9,589

GEN Financial Management, INC.

$838,442

0.25%

9,475

Avior Wealth Management, LLC

$798,445

0.24%

9,023

Maia Wealth LLC

$797,560

0.24%

9,013

HighPoint Advisor Group LLC

$792,604

0.24%

8,957

MGO ONE SEVEN LLC

$788,711

0.24%

8,913

Modera Wealth Management, LLC

$775,614

0.23%

8,765

Weitzel Financial Services, Inc.

$772,694

0.23%

8,732

Wealthquest Corp

$756,058

0.23%

8,544

Mullooly Asset Management, Inc.

$751,634

0.23%

8,494

Boston Standard Wealth Management, LLC

$745,970

0.22%

8,430

ENVESTNET ASSET MANAGEMENT INC

$745,882

0.22%

8,429

Orin Green Financial, LLC

$735,617

0.22%

8,313

TRUE Private Wealth Advisors

$726,945

0.22%

8,215

Krilogy Financial LLC

$724,733

0.22%

8,190

Marion Wealth Management

$715,176

0.21%

8,082

Mountain Capital Investment Advisors Inc.

$711,636

0.21%

8,042

AE Wealth Management LLC

$694,911

0.21%

7,853

Fidato Wealth LLC

$692,080

0.21%

7,821

Meridian Wealth Management, LLC

$685,620

0.21%

7,748

Savvy Advisors, Inc.

$684,647

0.21%

7,737

AdvisorNet Financial, Inc

$669,780

0.20%

7,569

Courage Miller Partners, LLC

$667,834

0.20%

7,547

Kingsview Wealth Management, LLC

$666,152

0.20%

7,528

Berman McAleer LLC

$652,348

0.20%

7,372

Plan Group Financial, LLC

$650,755

0.20%

7,354

Trilogy Capital Inc.

$647,746

0.19%

7,320

Topel & Distasi Wealth Management, LLC

$643,764

0.19%

7,275

FWG Investments, LLC.

$628,986

0.19%

7,108

SimpliFi, Inc.

$624,296

0.19%

7,055

Chicago Partners Investment Group LLC

$618,987

0.19%

6,995

MRWM Advisors, LLC

$608,368

0.18%

6,875

CENTRAL TRUST Co

$596,422

0.18%

6,740

BOYUM WEALTH ARCHITECTS LLC

$588,193

0.18%

6,647

Valmark Advisers, Inc.

$583,945

0.18%

6,599

GREAT VALLEY ADVISOR GROUP, INC.

$560,672

0.17%

6,336

Vertrix Wealth Management, LLC

$560,407

0.17%

6,333

Cape Investment Advisory, Inc.

$560,141

0.17%

6,330

JNBA Financial Advisors

$556,425

0.17%

6,288

West Wealth Group, LLC

$526,161

0.16%

5,946

Janney Montgomery Scott LLC

$518,285

0.16%

5,857

HB Wealth Management, LLC

$511,826

0.15%

5,784

Integrity Financial Corp /WA

$502,446

0.15%

5,678

Gallacher Capital Management LLC

$498,198

0.15%

5,630

Root Financial Partners, LLC

$494,482

0.15%

5,588

FIFTH THIRD BANCORP

$492,535

0.15%

5,566

MISSION WEALTH MANAGEMENT, LP

$480,235

0.14%

5,427

JFS WEALTH ADVISORS, LLC

$477,669

0.14%

5,398

Independent Advisor Alliance

$472,359

0.14%

5,338

Aquire Wealth Advisors, LLC

$470,324

0.14%

5,315

Tarbox Family Office, Inc.

$466,607

0.14%

5,273

Merit Financial Group, LLC

$463,776

0.14%

5,241

Cornerstone Wealth Management, LLC

$458,555

0.14%

5,182

Great Point Wealth Advisors, LLC

$455,546

0.14%

5,148

Arax Advisory Partners

$452,537

0.14%

5,114

MML INVESTORS SERVICES, LLC

$449,794

0.13%

5,083

Klingman & Associates, LLC

$443,600

0.13%

5,013

Annis Gardner Whiting Capital Advisors, LLC

$436,255

0.13%

4,930

Trivium Point Advisory, LLC

$425,636

0.13%

4,810

BCGM Wealth Management, LLC

$420,327

0.13%

4,750

IMA Advisory Services, Inc.

$417,053

0.13%

4,713

Pinnacle Wealth Planning Services, Inc.

$394,311

0.12%

4,456

Twelve Points Wealth Management LLC

$386,435

0.12%

4,367

CWM, LLC

$373,427

0.11%

4,220

Efficient Advisors, LLC

$367,410

0.11%

4,152

Centerline Wealth Advisors, LLC

$365,906

0.11%

4,135

SWP FINANCIAL LLC

$358,472

0.11%

4,051

Kesler, Norman & Wride, LLC

$355,110

0.11%

4,013

Altura Wealth Advisors Inc.

$353,606

0.11%

3,996

Cardinal Point Capital Management ULC

$353,252

0.11%

3,992

Well Done, LLC

$352,721

0.11%

3,986

Smith Partners Wealth Management, LLC

$352,544

0.11%

3,984

NVWM, LLC

$348,031

0.10%

3,933

MILESTONE ASSET MANAGEMENT, LLC

$345,464

0.10%

3,904

Andrews Advisory Associates, LLC

$336,881

0.10%

3,807

Optivise Advisory Services LLC

$333,784

0.10%

3,772

Gould Capital, LLC

$333,076

0.10%

3,764

SECURED RETIREMENT ADVISORS, LLC

$332,987

0.10%

3,763

Insight Wealth Partners, LLC

$329,713

0.10%

3,726

Choice Wealth Advisors LLC

$325,643

0.10%

3,680

SAX WEALTH ADVISORS, LLC

$325,377

0.10%

3,677

New Republic Capital, LLC

$323,873

0.10%

3,660

McNamara Financial Services, Inc.

$323,076

0.10%

3,651

Lifelong Wealth Advisors, Inc.

$323,076

0.10%

3,651

New Capital Management LP

$318,298

0.10%

3,597

Composition Wealth, LLC

$318,121

0.10%

3,595

CENTAURUS FINANCIAL, INC.

$301,308

0.09%

3,405

IFP Advisors, Inc

$300,069

0.09%

3,391

Arbor Investment Advisors, LLC

$296,883

0.09%

3,355

Aprio Wealth Management, LLC

$289,362

0.09%

3,270

Westshore Wealth, LLC

$286,707

0.09%

3,240

KINGSWOOD WEALTH ADVISORS, LLC

$283,344

0.08%

3,202

Mosley Wealth Management

$281,575

0.08%

3,182

Vested Financial Planning, LLC

$273,965

0.08%

3,096

CoreCap Advisors, LLC

$271,487

0.08%

3,068

Compound Planning, Inc.

$270,336

0.08%

3,055

WEALTH EFFECTS LLC

$268,744

0.08%

3,037

Johnson Bixby & Associates, LLC

$268,478

0.08%

3,034

FORTE ASSET MANAGEMENT LLC

$268,390

0.08%

3,033

FIDUCIARY FINANCIAL GROUP, LLC

$267,859

0.08%

3,027

UPTICK PARTNERS, LLC

$266,266

0.08%

3,009

NATIONAL BANK OF CANADA /FI/

$263,434

0.08%

2,977

BIP Wealth, LLC

$263,346

0.08%

2,976

ARKANSAS FINANCIAL GROUP, INC.

$261,930

0.08%

2,960

Focus Financial Network, Inc.

$260,249

0.08%

2,941

Bay Harbor Wealth Management, LLC

$259,983

0.08%

2,938

Partners in Financial Planning

$258,302

0.08%

2,919

Signal Advisors Wealth, LLC

$255,913

0.08%

2,892

Peak Wealth Management LLC

$255,824

0.08%

2,891

CLIENT 1ST ADVISORY GROUP, LLC

$252,284

0.08%

2,851

Parallel Advisors, LLC

$251,754

0.08%

2,845

Sightline Wealth Advisors, LLC

$244,763

0.07%

2,766

PNC FINANCIAL SERVICES GROUP, INC.

$244,408

0.07%

2,762

Landmark Wealth Management, LLC

$241,577

0.07%

2,730

tru Independence LLC

$241,223

0.07%

2,726

SWMG, LLC

$238,038

0.07%

2,690

Archvest Wealth Advisors, Inc.

$237,772

0.07%

2,687

TL Private Wealth

$233,259

0.07%

2,636

CORA CAPITAL ADVISORS LLC

$232,286

0.07%

2,625

FAMILY WEALTH PARTNERS, LLC

$231,489

0.07%

2,616

TD Waterhouse Canada Inc.

$231,135

0.07%

2,612

Salus Financial Advisors, LLC

$229,543

0.07%

2,594

Atlas Legacy Advisors, LLC

$229,366

0.07%

2,592

Motley Fool Wealth Management, LLC

$227,684

0.07%

2,573

Parkway Wealth Management Group, LLC

$226,976

0.07%

2,565

Beacon Pointe Advisors, LLC

$226,534

0.07%

2,560

Chemistry Wealth Management LLC

$222,906

0.07%

2,519

Riverbend Wealth Management, LLC

$219,189

0.07%

2,477

Waterloo Capital, L.P.

$210,694

0.06%

2,381

Coordinated Financial Services, Inc.

$209,455

0.06%

2,367

Markin Asset Management, LP

$209,013

0.06%

2,362

NAPLES GLOBAL ADVISORS, LLC

$205,827

0.06%

2,326

Atlas Private Wealth Advisors

$204,057

0.06%

2,306

Ashton Thomas Private Wealth, LLC

$203,880

0.06%

2,304

COREPATH WEALTH PARTNERS LLC

$203,438

0.06%

2,299

LAZARI CAPITAL MANAGEMENT, INC.

$203,438

0.06%

2,299

PFG Advisors

$202,819

0.06%

2,292

Highland Financial Advisors, LLC

$202,376

0.06%

2,287

Phil A. Younker & Associates, Ltd.

$201,934

0.06%

2,282

Bond & Devick Financial Network, Inc.

$200,783

0.06%

2,269

NBC SECURITIES, INC.

$195,474

0.06%

2,209

Longview Financial Advisors LLC

$190,341

0.06%

2,151

SIGNATUREFD, LLC

$186,536

0.06%

2,108

Mascoma Wealth Management LLC

$180,873

0.05%

2,044

HALBERT HARGROVE GLOBAL ADVISORS, LLC

$153,176

0.05%

1,731

MAI Capital Management

$140,433

0.04%

1,587

HARBOR INVESTMENT ADVISORY, LLC

$135,478

0.04%

1,531

Golden State Wealth Management, LLC

$134,327

0.04%

1,518

AlphaCore Capital LLC

$121,408

0.04%

1,372

NBT BANK N A /NY

$111,054

0.03%

1,255

Clarity Asset Management, Inc.

$106,099

0.03%

1,199

ELEVATION WEALTH PARTNERS, LLC

$103,533

0.03%

1,170

MONTAG A & ASSOCIATES INC

$91,675

0.03%

1,036

MATHER GROUP, LLC.

$88,490

0.03%

1,000

Sound Income Strategies, LLC

$82,826

0.02%

936

American Capital Advisory, LLC

$77,871

0.02%

880

CITIGROUP INC

$70,792

0.02%

800

Align Financial, LLC

$68,933

0.02%

779

CKW FINANCIAL GROUP

$68,137

0.02%

770

Legacy Wealth Managment, LLC/ID

$61,677

0.02%

697

Washington Trust Advisors, Inc.

$60,615

0.02%

685

Frisco Financial Planning LLC

$59,288

0.02%

670

BLUELINE ADVISORS LLC

$49,023

0.01%

554

Pacifica Partners Inc.

$45,926

0.01%

519

Activest Wealth Management

$44,156

0.01%

499

GAMMA Investing LLC

$43,802

0.01%

495

Noble Wealth Management PBC

$43,360

0.01%

490

EASTERN BANK

$38,935

0.01%

440

Rossby Financial, LCC

$37,696

0.01%

426

PROATHLETE WEALTH MANAGEMENT LLC

$34,157

0.01%

386

Destiny Wealth Partners, LLC

$30,971

0.01%

350

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

$26,193

0.01%

296

North Star Investment Management Corp.

$25,927

0.01%

293

1 NORTH WEALTH SERVICES LLC

$23,361

0.01%

264

Abound Wealth Management

$23,184

0.01%

262

Clearstead Trust, LLC

$22,299

0.01%

252

Capital Analysts, LLC

$19,910

0.01%

225

Sunbelt Securities, Inc.

$19,821

0.01%

224

Retirement Wealth Solutions LLC

$19,025

0.01%

215

Elevated Capital Advisors, LLC

$18,848

0.01%

213

McIlrath & Eck, LLC

$18,405

0.01%

208

Morton Brown Family Wealth, LLC

$17,167

0.01%

194

Caldwell Trust Co

$15,485

0.00%

175

Founders Financial Alliance, LLC

$13,450

0.00%

152

Addison Advisors LLC

$11,946

0.00%

135

Financial Life Planners

$11,769

0.00%

133

CGC Financial Services, LLC

$11,592

0.00%

131

VALLEY NATIONAL ADVISERS INC

$11,326

0.00%

128

Fortitude Family Office, LLC

$10,530

0.00%

119

N.E.W. Advisory Services LLC

$10,087

0.00%

114

Essential Partners LLC

$7,787

0.00%

88

Spire Wealth Management

$7,787

0.00%

88

PRIVATE TRUST CO NA

$6,636

0.00%

75

Operose Advisors LLC

$5,928

0.00%

67

Princeton Global Asset Management LLC

$5,574

0.00%

63

Milestone Investment Advisors LLC

$5,043

0.00%

57

HORIZON FINANCIAL SERVICES, LLC

$4,778

0.00%

54

Networth Advisors, LLC

$4,512

0.00%

51

DT Investment Partners, LLC

$3,982

0.00%

45

EVOLUTION WEALTH MANAGEMENT INC.

$3,805

0.00%

43

Key Financial Inc

$3,274

0.00%

37

Darwin Wealth Management, LLC

$3,097

0.00%

35

Ritter Daniher Financial Advisory LLC / DE

$2,743

0.00%

31

BlackRock, Inc.

$2,389

0.00%

27

Aventura Private Wealth, LLC

$2,212

0.00%

25

Capital Investment Advisory Services, LLC

$1,858

0.00%

21

EVERMAY WEALTH MANAGEMENT LLC

$1,238

0.00%

14

Triumph Capital Management

$973

0.00%

11

Paladin Advisory Group, LLC

$796

0.00%

9

TSFG, LLC

$265

0.00%

3

Aventus Investment Advisors, Inc.

$88

0.00%

1

AOA · iShares Core 80/20 Aggressive Allocation ETF

Institutional Ownership Trend

Holder Concentration

Quarterly Activity

Top Buyers

Top Sellers

Top New Positions

Top Sold-Out Positions