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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CVA
326
Central Valley Advisors
California
$210K +$205K +2,151 New
ALA
327
Atlas Legacy Advisors
California
$209K -$42.7K -448 -17%
SEIA
328
Signature Estate & Investment Advisors
California
$208K +$203K +2,132 New
SCA
329
Snowden Capital Advisors
New York
$202K +$198K +2,074 New
PA
330
Procyon Advisors
Connecticut
$201K +$197K +2,064 New
MFS
331
Madrona Financial Services
Washington
$201K +$197K +2,060 New
MWM
332
Mascoma Wealth Management
New Hampshire
$197K -$2.58K -27 -1%
LAS
333
Lloyd Advisory Services
Georgia
$174K +$170K +1,785 New
SOS
334
Silver Oak Securities
Tennessee
$172K +$168K +1,761 New
HHGA
335
Halbert Hargrove Global Advisors
California
$167K -$1.53K -16 -0.9%
GSWM
336
Golden State Wealth Management
California
$164K +$15.4K +161 +11%
EWA
337
Elevate Wealth Advisory
Georgia
$163K +$1.43K +15 +0.9%
ACA
338
Aptus Capital Advisors
Alabama
$151K +$15.4K +161 +12%
AC
339
AlphaCore Capital
California
$149K +$15.1K +158 +12%
HIA
340
Harbor Investment Advisory
Maryland
$147K -$2.38K -25 -2%
LAMC
341
Longview Asset Management (California)
California
$146K -$62.9K -659 -31%
Bank of Montreal
342
Bank of Montreal
Ontario, Canada
$115K +$191 +2 +0.2%
EWP
343
Elevation Wealth Partners
California
$115K +$382 +4 +0.3%
RRMM
344
Regatta Research & Money Management
Louisiana
$113K +$110K +1,158 New
MA
345
Montag & Associates
Georgia
$101K
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$98.2K -$14.4K -151 -13%
MG
347
Mather Group
Illinois
$97.6K
SIM
348
Synergy Investment Management
Florida
$97.6K
ACA
349
American Capital Advisory
Idaho
$85.9K
US Bancorp
350
US Bancorp
Minnesota
$76.9K -$8.49K -89 -10%