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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Aprio Wealth Management
Georgia
$300K +$3.38K +38 +1%
IA
252
IFP Advisors
Florida
$293K +$124K +1,393 +74%
PPWM
253
Premier Private Wealth Management
Florida
$292K +$282K +3,169 New
AFP
254
Ausdal Financial Partners
Iowa
$289K +$4.27K +48 +2%
VFS
255
Valpey Financial Services
New Hampshire
$287K +$34.5K +388 +14%
KL
256
KilterHowling LLC
Colorado
$286K +$284K +3,193 New
MWM
257
Mosley Wealth Management
California
$284K +$285K +3,203 New
AFG
258
Atomi Financial Group
New York
$283K +$17.6K +198 +7%
WW
259
Westshore Wealth
California
$283K +$22.3K +251 +9%
William Blair & Company
260
William Blair & Company
Illinois
$280K +$181K +2,036 +186%
CRFG
261
Columbia River Financial Group
Washington
$280K -$3.12K -35 -1%
MMA
262
Miracle Mile Advisors
California
$279K -$62K -696 -18%
AWA
263
Archvest Wealth Advisors
California
$279K -$73.7K -828 -21%
FFN
264
Focus Financial Network
Minnesota
$278K +$3.65K +41 +1%
MWA
265
Meridian Wealth Advisors
Texas
$275K +$19.3K +217 +8%
LFAS
266
Level Four Advisory Services
Texas
$274K +$273K +3,062 New
FFG
267
Fiduciary Financial Group
California
$273K -$6.23K -70 -2%
CA
268
CoreCap Advisors
Michigan
$269K -$35.1K -394 -12%
CF
269
Centaurus Financial
California
$269K +$28.5K +320 +12%
TI
270
tru Independence
Oregon
$263K +$801 +9 +0.3%
FAM
271
Forte Asset Management
New York
$262K +$46.5K +522 +22%
PIFP
272
Partners in Financial Planning
Virginia
$261K +$48.1K +540 +23%
VFP
273
Vested Financial Planning
California
$260K +$2.31K +26 +0.9%
BHWM
274
Bay Harbor Wealth Management
Maryland
$259K +$445 +5 +0.2%
AFG
275
Arkansas Financial Group
Arkansas
$258K +$37.3K +419 +17%