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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
276
Bay Harbor Wealth Management
Maryland
$260K +$4.19K +46 +2%
PIFP
277
Partners in Financial Planning
Virginia
$258K
SAW
278
Signal Advisors Wealth
Michigan
$256K +$263K +2,892 New
PWM
279
Peak Wealth Management
New Hampshire
$256K +$7.92K +87 +3%
C1AG
280
Client 1st Advisory Group
Florida
$252K +$547 +6 +0.2%
PA
281
Parallel Advisors
California
$252K +$64.3K +706 +33%
SWA
282
Sightline Wealth Advisors
Connecticut
$245K +$182 +2 +0.1%
PNC Financial Services Group
283
PNC Financial Services Group
Pennsylvania
$244K +$67.4K +740 +37%
FSG
284
Financial Strategies Group
Michigan
$244K -$92.9K -1,020 -28%
LWMNY
285
Landmark Wealth Management (New York)
New York
$242K +$249K +2,730 New
TPW
286
TL Private Wealth
Texas
$241K +$6.74K +74 +3%
TI
287
tru Independence
Oregon
$241K -$18.9K -208 -7%
SL
288
SWMG LLC
Texas
$238K
AWA
289
Archvest Wealth Advisors
California
$238K -$38.5K -423 -14%
PWM
290
Parkway Wealth Management
Texas
$235K +$25.6K +281 +12%
CCA
291
Cora Capital Advisors
New Jersey
$232K
TWC
292
TD Waterhouse Canada
Ontario, Canada
$232K +$189K +2,080 +391%
FWP
293
Family Wealth Partners
North Carolina
$232K +$820 +9 +0.3%
SFA
294
Salus Financial Advisors
Colorado
$230K -$5.74K -63 -2%
ALA
295
Atlas Legacy Advisors
California
$229K +$1.27K +14 +0.5%
MFWM
296
Motley Fool Wealth Management
Virginia
$228K -$669K -7,344 -74%
BPA
297
Beacon Pointe Advisors
California
$227K +$7.74K +85 +3%
CWM
298
Chemistry Wealth Management
New York
$223K -$3.19K -35 -1%
RWM
299
Riverbend Wealth Management
South Carolina
$219K +$12K +132 +6%
WC
300
Waterloo Capital
Texas
$211K -$1.21M -13,276 -85%