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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
276
Premier Private Wealth Management
Florida
$297K -$14.5K -152 -5%
FAM
277
Forte Asset Management
New York
$296K
SWA
278
Sightline Wealth Advisors
Connecticut
$293K +$22.1K +232 +8%
MWA
279
Meridian Wealth Advisors
Texas
$289K -$9.92K -104 -3%
BHWM
280
Bay Harbor Wealth Management
Maryland
$287K
PIFP
281
Partners in Financial Planning
Virginia
$286K +$1.43K +15 +0.5%
AFG
282
Arkansas Financial Group
Arkansas
$286K -$2.86K -30 -1%
FFN
283
Focus Financial Network
Minnesota
$285K -$2.38K -25 -0.9%
TI
284
tru Independence
Oregon
$284K +$17.5K +183 +7%
PWM
285
Peak Wealth Management
New Hampshire
$282K
SL
286
SWMG LLC
Texas
$281K +$19.7K +207 +8%
BCM
287
Basso Capital Management
Connecticut
$281K +$275K +2,878 New
RWM
288
Riverbend Wealth Management
South Carolina
$274K +$32K +335 +14%
PNC Financial Services Group
289
PNC Financial Services Group
Pennsylvania
$270K +$191 +2 +0.1%
BW
290
BIP Wealth
Georgia
$270K -$20.4K -214 -7%
FSG
291
Financial Strategies Group
Michigan
$269K +$19.1K +200 +8%
SFA
292
Salus Financial Advisors
Colorado
$266K +$13K +136 +5%
ACM
293
Altrius Capital Management
North Carolina
$264K -$62.5K -655 -19%
TGAM
294
TBH Global Asset Management
Tennessee
$264K +$258K +2,701 New
C1AG
295
Client 1st Advisory Group
Florida
$261K -$16.7K -175 -6%
CCA
296
Cora Capital Advisors
New Jersey
$256K
FWP
297
Family Wealth Partners
North Carolina
$255K
LWMNY
298
Landmark Wealth Management (New York)
New York
$255K -$11.5K -121 -4%
CWM
299
Chemistry Wealth Management
New York
$252K +$5.72K +60 +2%
BPA
300
Beacon Pointe Advisors
California
$250K +$95 +1 +0%