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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
C1AG
276
Client 1st Advisory Group
Florida
$255K – – –
PWM
277
Peak Wealth Management
New Hampshire
$251K +$250K +2,804 New
SL
278
SWMG LLC
Texas
$249K +$240K +2,690 New
SWA
279
Sightline Wealth Advisors
Connecticut
$248K +$11.4K +128 +5%
BCI
280
Brinker Capital Investments
Pennsylvania
$246K +$35.6K +400 +17%
SI
281
Stephens Inc
Arkansas
$244K +$36.1K +405 +18%
SFA
282
Salus Financial Advisors
Colorado
$238K -$9.88K -111 -4%
IWP
283
Insight Wealth Partners
Texas
$237K +$22.7K +255 +11%
CCA
284
Cora Capital Advisors
New Jersey
$235K +$712 +8 +0.3%
TPW
285
TL Private Wealth
Texas
$234K -$2.67K -30 -1%
FPAS
286
Focus Partners Advisor Solutions
Missouri
$234K -$359K -4,035 -61%
FWP
287
Family Wealth Partners
North Carolina
$234K -$20.7K -232 -8%
ALA
288
Atlas Legacy Advisors
California
$231K -$17.8K -200 -7%
AWM
289
Axxcess Wealth Management
California
$231K +$230K +2,578 New
CCM
290
Coldstream Capital Management
Washington
$230K -$25.5K -286 -10%
National Bank of Canada
291
National Bank of Canada
Quebec, Canada
$230K +$6.68K +75 +3%
CWM
292
Chemistry Wealth Management
New York
$229K +$4.1K +46 +2%
AAS
293
Annex Advisory Services
Wisconsin
$226K – – –
BW
294
BIP Wealth
Georgia
$224K +$223K +2,501 New
MFG
295
Merit Financial Group
Georgia
$223K +$222K +2,491 New
BPA
296
Beacon Pointe Advisors
California
$222K -$4.45K -50 -2%
JBA
297
Johnson Bixby & Associates
Washington
$221K – – –
NI
298
Nest Investments
Pennsylvania
$219K +$217K +2,441 New
PPWM
299
Perissos Private Wealth Management
Oklahoma
$217K -$1.34K -15 -0.6%
NGA
300
Naples Global Advisors
Florida
$213K -$28.9K -325 -12%