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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPCM
226
Cardinal Point Capital Management
Ontario, Canada
$353K +$36.3K +399 +11%
WDL
227
Well Done LLC
Michigan
$353K +$14.7K +161 +4%
SPWM
228
Smith Partners Wealth Management
North Carolina
$353K -$9.11K -100 -2%
NL
229
NVWM LLC
Pennsylvania
$348K -$29K -318 -7%
MAM
230
Milestone Asset Management
Pennsylvania
$346K +$16.6K +182 +5%
William Blair & Company
231
William Blair & Company
Illinois
$345K +$70.2K +771 +25%
CCM
232
Coldstream Capital Management
Washington
$342K +$119K +1,301 +51%
CFA
233
Cahill Financial Advisors
Minnesota
$339K -$54.1K -594 -13%
AAA
234
Andrews Advisory Associates
Hawaii
$337K +$2.1K +23 +0.6%
OAS
235
Optivise Advisory Services
Tennessee
$334K +$344K +3,772 New
GC
236
Gould Capital
Washington
$333K -$18.2K -200 -5%
SRA
237
Secured Retirement Advisors
Minnesota
$333K +$18.8K +206 +6%
IWP
238
Insight Wealth Partners
Texas
$330K +$98.5K +1,081 +41%
SWA
239
Sax Wealth Advisors
New Jersey
$329K
PUI
240
Purpose Unlimited Inc
$329K +$339K +3,727 New
CWA
241
Choice Wealth Advisors
Maine
$326K +$16.6K +182 +5%
STA
242
Summit Trail Advisors
New York
$325K
MAG
243
Mayfair Advisory Group
Alabama
$324K +$15.4K +169 +5%
NRC
244
New Republic Capital
North Carolina
$324K +$13.8K +151 +4%
MFS
245
McNamara Financial Services
Massachusetts
$323K +$15.8K +173 +5%
LWA
246
Lifelong Wealth Advisors
Minnesota
$323K +$333K +3,651 New
BA
247
Bellwether Advisors
Nebraska
$321K -$32.7K -359 -9%
NCM
248
New Capital Management
Texas
$318K -$4.74K -52 -1%
MMA
249
Miracle Mile Advisors
California
$318K +$43.6K +479 +15%
CF
250
Centaurus Financial
California
$301K +$36.9K +405 +14%