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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
226
Bellwether Advisors
Nebraska
$266K +$55.6K +710 +26%
SFA
227
Salus Financial Advisors
Colorado
$263K +$269K +3,434 New
SWA
228
Sax Wealth Advisors
New Jersey
$262K +$9.24K +118 +4%
WDL
229
Well Done LLC
Michigan
$252K
CWA
230
Choice Wealth Advisors
Maine
$250K +$5.56K +71 +2%
ACM
231
Altrius Capital Management
North Carolina
$248K +$548 +7 +0.2%
PWP
232
Phillips Wealth Planners
Mississippi
$247K +$256K +3,265 New
MFS
233
Madrid Financial Services
California
$245K +$250K +3,195 New
LWMNY
234
Landmark Wealth Management (New York)
New York
$243K -$16.3K -208 -6%
NL
235
NVWM LLC
Pennsylvania
$242K +$17.8K +227 +8%
MAG
236
Mayfair Advisory Group
Alabama
$241K +$19.1K +244 +8%
FWP
237
Family Wealth Partners
North Carolina
$235K +$1.88K +24 +0.8%
ALA
238
Atlas Legacy Advisors
California
$235K +$240K +3,065 New
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$232K +$167K +2,128 +238%
AWM
240
Aprio Wealth Management
Georgia
$228K +$3.06K +39 +1%
CRFG
241
Columbia River Financial Group
Washington
$228K +$234K +2,984 New
EWA
242
EP Wealth Advisors
California
$228K +$2.98K +38 +1%
AAS
243
Annex Advisory Services
Wisconsin
$226K
BHWM
244
Bay Harbor Wealth Management
Maryland
$221K +$783 +10 +0.3%
FFG
245
Fiduciary Financial Group
California
$220K +$227K +2,904 New
MWM
246
Meridian Wealth Management
Kentucky
$220K +$783 +10 +0.3%
MWG
247
Martin Worley Group
Utah
$219K +$224K +2,861 New
LCM
248
Lazari Capital Management
California
$218K -$16.4K -210 -7%
Truist Financial
249
Truist Financial
North Carolina
$218K -$9.4K -120 -4%
ZIM
250
Zacks Investment Management
Illinois
$217K +$221K +2,828 New