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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
226
Sax Wealth Advisors
New Jersey
$341K -$17.4K -204 -5%
MMA
227
Miracle Mile Advisors
California
$336K -$692K -8,122 -68%
STA
228
Summit Trail Advisors
New York
$324K +$30.6K +359 +11%
FC
229
FCA Corp
Texas
$323K +$77.2K +907 +33%
FSG
230
Financial Strategies Group
Michigan
$323K -$20.5K -241 -6%
WE
231
Wealth Effects
Massachusetts
$322K +$311K +3,657 New
HHGA
232
Halbert Hargrove Global Advisors
California
$317K +$596 +7 +0.2%
CWA
233
Choice Wealth Advisors
Maine
$314K +$2.9K +34 +1%
NCM
234
New Capital Management
Texas
$311K +$3.58K +42 +1%
GVAG
235
Great Valley Advisor Group
Delaware
$307K +$35.6K +418 +14%
ACM
236
Altrius Capital Management
North Carolina
$304K +$852 +10 +0.3%
MAM
237
Milestone Asset Management
Pennsylvania
$304K -$2.73K -32 -0.9%
CPCM
238
Cardinal Point Capital Management
Ontario, Canada
$300K +$292K +3,427 New
MAG
239
Mayfair Advisory Group
Alabama
$300K +$4.26K +50 +1%
CA
240
CoreCap Advisors
Michigan
$300K +$19K +223 +7%
Comerica Bank
241
Comerica Bank
Texas
$294K +$2.04K +24 +0.7%
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$293K +$49.2K +578 +21%
DAS
243
Diversify Advisory Services
Utah
$292K +$278K +3,267 New
Truist Financial
244
Truist Financial
North Carolina
$291K +$34.9K +410 +14%
CRFG
245
Columbia River Financial Group
Washington
$283K +$170 +2 +0.1%
PJWM
246
Philip James Wealth Mangement
Georgia
$283K -$3.92K -46 -1%
Jones Financial Companies
247
Jones Financial Companies
Missouri
$282K +$50.5K +593 +22%
AFP
248
Ausdal Financial Partners
Iowa
$280K +$6.64K +78 +3%
HA
249
Hanover Advisors
South Carolina
$278K +$269K +3,156 New
FFG
250
Fiduciary Financial Group
California
$274K +$8.94K +105 +3%