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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
226
Smith Partners Wealth Management
North Carolina
$366K +$364K +4,084 New
TPWM
227
Twelve Points Wealth Management
Massachusetts
$365K +$88.1K +989 +33%
SF
228
SWP Financial
California
$363K
BA
229
Bellwether Advisors
Nebraska
$357K -$60.5K -680 -15%
GC
230
Gould Capital
Washington
$355K
WDL
231
Well Done LLC
Michigan
$343K -$32.1K -360 -9%
AAA
232
Andrews Advisory Associates
Hawaii
$339K +$337K +3,784 New
DAS
233
Diversify Advisory Services
Utah
$334K +$33.9K +381 +12%
MAM
234
Milestone Asset Management
Pennsylvania
$333K +$24.8K +278 +8%
WE
235
Wealth Effects
Massachusetts
$332K +$4.1K +46 +1%
SWA
236
Sax Wealth Advisors
New Jersey
$329K -$16.7K -188 -5%
STA
237
Summit Trail Advisors
New York
$329K
FSG
238
Financial Strategies Group
Michigan
$328K -$178 -2 -0.1%
NCM
239
New Capital Management
Texas
$327K +$11K +124 +4%
CPCM
240
Cardinal Point Capital Management
Ontario, Canada
$322K +$14.8K +166 +5%
Jones Financial Companies
241
Jones Financial Companies
Missouri
$321K +$31.5K +354 +11%
VAS
242
Vestmark Advisory Solutions
Massachusetts
$320K +$319K +3,578 New
SRA
243
Secured Retirement Advisors
Minnesota
$319K -$64.6K -726 -17%
MAG
244
Mayfair Advisory Group
Alabama
$315K +$7.92K +89 +3%
NRC
245
New Republic Capital
North Carolina
$314K +$90.6K +1,018 +41%
CWA
246
Choice Wealth Advisors
Maine
$313K -$5.43K -61 -2%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$312K +$13.8K +155 +5%
MFS
248
McNamara Financial Services
Massachusetts
$311K +$33.7K +379 +12%
ACM
249
Altrius Capital Management
North Carolina
$310K +$890 +10 +0.3%
PJWM
250
Philip James Wealth Mangement
Georgia
$302K +$15.1K +170 +5%