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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDFN
301
Bond & Devick Financial Network
Minnesota
$248K +$26.1K +274 +12%
PPWM
302
Perissos Private Wealth Management
Oklahoma
$240K +$17.3K +181 +8%
AIA
303
AssuredPartners Investment Advisors
Florida
$236K +$231K +2,422 New
IA
304
IFP Advisors
Florida
$236K -$92.5K -970 -29%
PWM
305
Parkway Wealth Management
Texas
$236K -$14.4K -151 -6%
OAS
306
Optivise Advisory Services
Tennessee
$232K -$133K -1,397 -37%
AFG
307
Atomi Financial Group
New York
$231K -$65.7K -689 -23%
MAM
308
Markin Asset Management
New York
$231K
NGA
309
Naples Global Advisors
Florida
$227K
PA
310
PFG Advisors
Arizona
$226K +$1.91K +20 +0.9%
ATPW
311
Ashton Thomas Private Wealth
Arizona
$225K +$572 +6 +0.3%
NS
312
NBC Securities
Alabama
$225K +$9.35K +98 +4%
LCM
313
Lazari Capital Management
California
$225K +$95 +1 +0%
HFA
314
Highland Financial Advisors
New Jersey
$224K +$1.05K +11 +0.5%
PAYA
315
Phil A. Younker & Associates
Alaska
$223K
CWP
316
Corepath Wealth Partners
Arizona
$222K +$95 +1 +0%
CWM
317
Cadence Wealth Management
Massachusetts
$220K +$215K +2,252 New
Truist Financial
318
Truist Financial
North Carolina
$219K +$214K +2,240 New
CF
319
Calder Financial
Pennsylvania
$218K +$213K +2,230 New
TPW
320
TL Private Wealth
Texas
$216K -$38.6K -405 -15%
JWCA
321
J.W. Cole Advisors
Florida
$213K +$209K +2,187 New
LGA
322
Lebenthal Global Advisors
New York
$212K +$207K +2,173 New
APWA
323
Atlas Private Wealth Advisors
New Jersey
$212K -$13.2K -138 -6%
BC
324
Brio Consultants
California
$210K +$205K +2,153 New
FWP
325
Forefront Wealth Partners
Texas
$210K +$205K +2,152 New